|
501
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$309K
|
–
|
–
|
–
|
|
|
502
|
Compass Wealth Management
Guilford,
Connecticut
|
$308K
|
+$368K
|
+1,100
|
New
|
|
|
503
|
Avalon Trust
Santa Fe,
New Mexico
|
$307K
|
–
|
–
|
–
|
|
|
504
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$307K
|
–
|
–
|
–
|
|
|
505
|
V-Square Quantitative Management
Chicago,
Illinois
|
$302K
|
+$132K
|
+395
|
+58%
|
|
|
506
|
CWA Asset Management Group
Naples,
Florida
|
$299K
|
-$9.78M
|
-29,266
|
-96%
|
|
|
507
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$299K
|
+$159K
|
+476
|
+81%
|
|
|
508
|
IHT Wealth Management
Chicago,
Illinois
|
$299K
|
-$9.02K
|
-27
|
-2%
|
|
|
509
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$294K
|
-$12K
|
-36
|
-3%
|
|
|
510
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$294K
|
–
|
–
|
–
|
|
|
511
|
Securian Asset Management
St Paul,
Minnesota
|
$293K
|
–
|
–
|
–
|
|
|
512
|
Davenport & Co
Richmond,
Virginia
|
$292K
|
-$260K
|
-778
|
-43%
|
|
|
513
|
Gabelli Funds
Rye,
New York
|
$290K
|
+$86.5K
|
+259
|
+33%
|
|
|
514
|
Callan Family Office
Radnor,
Pennsylvania
|
$288K
|
-$75.9K
|
-227
|
-18%
|
|
|
515
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$287K
|
–
|
–
|
–
|
|
|
516
|
|
$281K
|
–
|
–
|
–
|
|
|
517
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$280K
|
-$2.34K
|
-7
|
-0.7%
|
|
|
518
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$278K
|
+$3.01K
|
+9
|
+0.9%
|
|
|
519
|
3Chopt Investment Partners
Richmond,
Virginia
|
$278K
|
-$3.34K
|
-10
|
-1%
|
|
|
520
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$277K
|
+$12K
|
+36
|
+4%
|
|
|
521
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$274K
|
+$668
|
+2
|
+0.2%
|
|
|
522
|
Trinity Legacy Partners
Houston,
Texas
|
$272K
|
+$336K
|
+1,005
|
New
|
|
|
523
|
Summit Financial
Parsippany,
New Jersey
|
$271K
|
+$19.4K
|
+58
|
+6%
|
|
|
524
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$270K
|
-$5.01K
|
-15
|
-2%
|
|
|
525
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$268K
|
+$668
|
+2
|
+0.2%
|
|
