|
501
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$209K
|
+$12.2K
|
+825
|
+6%
|
|
|
502
|
Edgewood Management
Greenwich,
Connecticut
|
$205K
|
–
|
–
|
–
|
|
|
503
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$205K
|
+$215K
|
+14,540
|
New
|
|
|
504
|
Clearstead Advisors
Cleveland,
Ohio
|
$203K
|
-$380K
|
-25,690
|
Closed
|
|
|
505
|
Accredited Investors
Edina,
Minnesota
|
$203K
|
–
|
–
|
–
|
|
|
506
|
Mengis Capital Management
Portland,
Oregon
|
$203K
|
–
|
–
|
–
|
|
|
507
|
Institute for Wealth Management
Denver,
Colorado
|
$203K
|
+$6.66K
|
+450
|
+3%
|
|
|
508
|
Magnus Financial Group
New York
|
$203K
|
+$30.4K
|
+2,053
|
+17%
|
|
|
509
|
Requisite Capital Management
Dallas,
Texas
|
$201K
|
–
|
–
|
–
|
|
|
510
|
Tower Research Capital (TRC)
New York
|
$199K
|
+$207K
|
+13,962
|
+9,125%
|
|
|
511
|
Horizon Kinetics Asset Management
New York
|
$198K
|
-$37K
|
-2,500
|
-15%
|
|
|
512
|
Probity Advisors
Dallas,
Texas
|
$198K
|
+$6.56K
|
+443
|
+3%
|
|
|
513
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$198K
|
+$9.47K
|
+640
|
+5%
|
|
|
514
|
Boys Arnold & Co
Asheville,
North Carolina
|
$196K
|
–
|
–
|
–
|
|
|
515
|
Truist Financial
Charlotte,
North Carolina
|
$192K
|
+$10.3K
|
+697
|
+5%
|
|
|
516
|
Newport Wealth Strategies
Irvine,
California
|
$191K
|
+$8.88K
|
+600
|
+5%
|
|
|
517
|
First Bankers Trust
Louisville,
Kentucky
|
$190K
|
-$11.4K
|
-768
|
-5%
|
|
|
518
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$190K
|
–
|
–
|
–
|
|
|
519
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$188K
|
+$65.3K
|
+4,410
|
+49%
|
|
|
520
|
First Western Capital Management
Los Angeles,
California
|
$186K
|
+$2.34K
|
+158
|
+1%
|
|
|
521
|
Busey Bank
Urbana,
Illinois
|
$185K
|
–
|
–
|
–
|
|
|
522
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$184K
|
–
|
–
|
–
|
|
|
523
|
|
$183K
|
–
|
–
|
–
|
|
|
524
|
Sterling Capital Management
Charlotte,
North Carolina
|
$183K
|
–
|
–
|
–
|
|
|
525
|
Cobblestone Capital Advisors
Rochester,
New York
|
$181K
|
–
|
–
|
–
|
|
