|
176
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$10.3M
|
+$284K
|
+5,450
|
+3%
|
|
|
177
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$10.2M
|
+$62.6K
|
+1,203
|
+0.6%
|
|
|
178
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$9.93M
|
-$45.1K
|
-866
|
-0.5%
|
|
|
179
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$9.9M
|
-$146K
|
-2,799
|
-1%
|
|
|
180
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.36M
|
+$946K
|
+18,183
|
+11%
|
|
|
181
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$9.32M
|
+$837K
|
+16,086
|
+10%
|
|
|
182
|
Oppenheimer & Co
New York
|
$9.22M
|
-$656K
|
-12,611
|
-7%
|
|
|
183
|
Caldwell Trust
Venice,
Florida
|
$9.13M
|
+$114K
|
+2,194
|
+1%
|
|
|
184
|
Hilton Capital Management
Garden City,
New York
|
$9.13M
|
+$361K
|
+6,946
|
+4%
|
|
|
185
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$9.07M
|
-$46.3K
|
-889
|
-0.5%
|
|
|
186
|
ABLE Financial Group
Scottsdale,
Arizona
|
$9.06M
|
+$2.21M
|
+42,485
|
+33%
|
|
|
187
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$9.03M
|
+$9.26K
|
+178
|
+0.1%
|
|
|
188
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$8.99M
|
+$690K
|
+13,251
|
+8%
|
|
|
189
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8.68M
|
-$180K
|
-3,462
|
-2%
|
|
|
190
|
Strategic Advocates
Logan,
Utah
|
$8.63M
|
+$3.25M
|
+62,428
|
+62%
|
|
|
191
|
HSBC Holdings
London,
United Kingdom
|
$8.53M
|
-$8.77M
|
-168,579
|
-51%
|
|
|
192
|
Atria Wealth Solutions
New York
|
$8.48M
|
-$51.1K
|
-981
|
-0.6%
|
|
|
193
|
TD Asset Management
Toronto,
Ontario, Canada
|
$8.44M
|
-$1.62M
|
-31,090
|
-16%
|
|
|
194
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$8.41M
|
+$8.31M
|
+159,777
|
New
|
|
|
195
|
R.M. Davis Inc
Portland,
Maine
|
$8.41M
|
-$588K
|
-11,290
|
-7%
|
|
|
196
|
Dimension Capital Management
Coral Gables,
Florida
|
$8.41M
|
-$294K
|
-5,657
|
-3%
|
|
|
197
|
Shufro Rose & Co
New York
|
$8.37M
|
–
|
–
|
–
|
|
|
198
|
PFG Advisors
Phoenix,
Arizona
|
$8.34M
|
+$350K
|
+6,730
|
+4%
|
|
|
199
|
Sabal Trust
St. Petersburg,
Florida
|
$8.16M
|
-$7.26M
|
-139,479
|
-47%
|
|
|
200
|
Delta Asset Management
Memphis,
Tennessee
|
$8.12M
|
+$97K
|
+1,863
|
+1%
|
|
