|
201
|
Cohen Klingenstein
New York
|
$513K
|
–
|
–
|
–
|
|
|
202
|
Addenda Capital
Montreal,
Quebec, Canada
|
$511K
|
-$50
|
-1
|
-0%
|
|
|
203
|
Truist Financial
Charlotte,
North Carolina
|
$507K
|
-$546K
|
-10,938
|
-51%
|
|
|
204
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$491K
|
-$7.04K
|
-141
|
-1%
|
|
|
205
|
Brinker Capital
Berwyn,
Pennsylvania
|
$486K
|
-$988K
|
-19,786
|
-67%
|
|
|
206
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$477K
|
+$41.9K
|
+840
|
+9%
|
|
|
207
|
D.A. Davidson & Co
Great Falls,
Montana
|
$465K
|
-$40.7K
|
-816
|
-8%
|
|
|
208
|
Advisory Research
Chicago,
Illinois
|
$459K
|
+$469K
|
+9,397
|
New
|
|
|
209
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$447K
|
+$63.3K
|
+1,267
|
+16%
|
|
|
210
|
Altavista Wealth Management
Asheville,
North Carolina
|
$434K
|
-$100
|
-2
|
-0%
|
|
|
211
|
US Bancorp
Minneapolis,
Minnesota
|
$433K
|
+$8.29K
|
+166
|
+2%
|
|
|
212
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$416K
|
+$3.89K
|
+78
|
+0.9%
|
|
|
213
|
Horizon Kinetics
New York
|
$414K
|
+$424K
|
+8,483
|
New
|
|
|
214
|
|
$394K
|
+$403K
|
+8,071
|
New
|
|
|
215
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$388K
|
+$396K
|
+7,931
|
New
|
|
|
216
|
Lido Advisors
Los Angeles,
California
|
$387K
|
+$395K
|
+7,915
|
New
|
|
|
217
|
V Wealth Advisors
Overland Park,
Kansas
|
$372K
|
+$210K
|
+4,201
|
+122%
|
|
|
218
|
Creative Planning
Overland Park,
Kansas
|
$351K
|
+$6.34K
|
+127
|
+2%
|
|
|
219
|
Gratry & Company
Beachwood,
Ohio
|
$350K
|
+$358K
|
+7,168
|
New
|
|
|
220
|
Webster Bank
Waterbury,
Connecticut
|
$348K
|
+$1.85K
|
+37
|
+0.5%
|
|
|
221
|
SEI Investments
Oaks,
Pennsylvania
|
$345K
|
-$7.39K
|
-148
|
-2%
|
|
|
222
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$340K
|
-$100
|
-2
|
-0%
|
|
|
223
|
Confluence Wealth Management
Portland,
Oregon
|
$340K
|
-$50
|
-1
|
-0%
|
|
|
224
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$333K
|
-$365K
|
-7,319
|
-52%
|
|
|
225
|
Regions Financial Corp
Birmingham,
Alabama
|
$333K
|
+$25.8K
|
+517
|
+8%
|
|
