|
151
|
ProVise Management Group
Clearwater,
Florida
|
$421K
|
–
|
–
|
–
|
|
|
152
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$417K
|
+$453K
|
+14,810
|
New
|
|
|
153
|
Evanson Asset Management
Carmel,
California
|
$407K
|
–
|
–
|
–
|
|
|
154
|
Northern Trust
Chicago,
Illinois
|
$394K
|
+$428K
|
+14,014
|
New
|
|
|
155
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$390K
|
–
|
–
|
–
|
|
|
156
|
Gupta Wealth Management
San Diego,
California
|
$379K
|
+$2.14K
|
+70
|
+0.5%
|
|
|
157
|
VSR Financial Services
Overland Park,
Kansas
|
$376K
|
-$309K
|
-10,108
|
-43%
|
|
|
158
|
Constellation Wealth Advisors
New York
|
$367K
|
–
|
–
|
–
|
|
|
159
|
Blue Fin Capital
Warren,
Rhode Island
|
$351K
|
–
|
–
|
–
|
|
|
160
|
|
$334K
|
+$15.3K
|
+500
|
+4%
|
|
|
161
|
Atria Investments
Charlotte,
North Carolina
|
$331K
|
+$43.6K
|
+1,427
|
+14%
|
|
|
162
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$320K
|
-$139K
|
-4,544
|
-29%
|
|
|
163
|
Avidian Wealth Enterprises
Houston,
Texas
|
$318K
|
+$346K
|
+11,318
|
New
|
|
|
164
|
HL Financial Services
Louisville,
Kentucky
|
$316K
|
-$184K
|
-6,031
|
-35%
|
|
|
165
|
HHG & Company
Darien,
Connecticut
|
$315K
|
+$2.6K
|
+85
|
+0.8%
|
|
|
166
|
Koshinski Asset Management
Decatur,
Illinois
|
$312K
|
-$33.3K
|
-1,089
|
-10%
|
|
|
167
|
FDx Advisors
Chicago,
Illinois
|
$310K
|
-$1.44M
|
-47,229
|
-81%
|
|
|
168
|
IFC Holdings
Tampa,
Florida
|
$297K
|
-$7.52K
|
-246
|
-2%
|
|
|
169
|
Parametric Portfolio Associates
Seattle,
Washington
|
$297K
|
+$16.5K
|
+541
|
+5%
|
|
|
170
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$294K
|
–
|
–
|
–
|
|
|
171
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$291K
|
+$100K
|
+3,275
|
+47%
|
|
|
172
|
ACG Wealth
Atlanta,
Georgia
|
$289K
|
+$314K
|
+10,267
|
New
|
|
|
173
|
Shoker Investment Counsel
Oxford,
Ohio
|
$284K
|
-$21.1K
|
-690
|
-6%
|
|
|
174
|
Iconiq Capital
San Francisco,
California
|
$284K
|
+$74.4K
|
+2,436
|
+32%
|
|
|
175
|
Occidental Asset Management
Burlingame,
California
|
$281K
|
–
|
–
|
–
|
|
