|
501
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.35M
|
-$220K
|
-5,950
|
-6%
|
|
|
502
|
Canal Capital Management
Richmond,
Virginia
|
$3.34M
|
-$262K
|
-7,095
|
-7%
|
|
|
503
|
CCG Wealth Management
San Diego,
California
|
$3.33M
|
-$113K
|
-3,060
|
-3%
|
|
|
504
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.32M
|
+$155K
|
+4,190
|
+5%
|
|
|
505
|
Private Asset Management
San Diego,
California
|
$3.3M
|
+$28.4K
|
+770
|
+0.9%
|
|
|
506
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$3.28M
|
+$13.8K
|
+375
|
+0.4%
|
|
|
507
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$3.27M
|
+$1.48M
|
+40,200
|
+87%
|
|
|
508
|
Rockland Trust
Hanover,
Massachusetts
|
$3.26M
|
-$1.6M
|
-43,270
|
-53%
|
|
|
509
|
Montag & Associates
Atlanta,
Georgia
|
$3.25M
|
+$96K
|
+2,600
|
+3%
|
|
|
510
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.25M
|
-$802K
|
-21,730
|
-20%
|
|
|
511
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$3.23M
|
+$29.9K
|
+810
|
+1%
|
|
|
512
|
BNP Paribas Financial Markets
Paris,
France
|
$3.22M
|
–
|
–
|
–
|
|
|
513
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.21M
|
+$2.95K
|
+80
|
+0.1%
|
|
|
514
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.19M
|
+$3.11M
|
+84,195
|
New
|
|
|
515
|
GFS Advisors
Houston,
Texas
|
$3.17M
|
-$303K
|
-8,195
|
-9%
|
|
|
516
|
Family Management
New York
|
$3.16M
|
-$49.9K
|
-1,350
|
-2%
|
|
|
517
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$3.13M
|
-$10.7K
|
-290
|
-0.6%
|
|
|
518
|
Foresters Asset Management
Toronto,
Ontario, Canada
|
$3.12M
|
-$73.9K
|
-2,000
|
-2%
|
|
|
519
|
Parsons Capital Management
Providence,
Rhode Island
|
$3.12M
|
+$7.75K
|
+210
|
+0.3%
|
|
|
520
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$3.11M
|
-$60.9K
|
-1,650
|
-2%
|
|
|
521
|
American Portfolios Advisors
Holbrook,
New York
|
$3.08M
|
+$216K
|
+5,840
|
+8%
|
|
|
522
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$3.06M
|
+$54.5K
|
+1,475
|
+2%
|
|
|
523
|
Trek Financial
Scottsdale,
Arizona
|
$3.06M
|
+$1.98M
|
+53,720
|
+199%
|
|
|
524
|
Avantax Advisory Services
Dallas,
Texas
|
$3.04M
|
+$420K
|
+11,360
|
+16%
|
|
|
525
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.04M
|
+$147K
|
+3,970
|
+5%
|
|
