|
501
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.25M
|
+$47K
|
+177
|
+1%
|
|
|
502
|
Capital Investment Advisors
Atlanta,
Georgia
|
$3.23M
|
+$141K
|
+532
|
+4%
|
|
|
503
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$3.22M
|
–
|
–
|
–
|
|
|
504
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$3.2M
|
-$21.8K
|
-82
|
-0.6%
|
|
|
505
|
Schonfeld Strategic Advisors
New York
|
$3.18M
|
-$61.6K
|
-232
|
-2%
|
|
|
506
|
Axxcess Wealth Management
Carlsbad,
California
|
$3.17M
|
-$258K
|
-972
|
-7%
|
|
|
507
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$3.13M
|
+$1.26M
|
+4,748
|
+63%
|
|
|
508
|
NorthRock Partners
Minneapolis,
Minnesota
|
$3.11M
|
-$86.8K
|
-327
|
-3%
|
|
|
509
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.11M
|
-$12.4M
|
-46,835
|
-79%
|
|
|
510
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.07M
|
+$194K
|
+732
|
+6%
|
|
|
511
|
Fiduciary Group
Savannah,
Georgia
|
$3.06M
|
-$63.1K
|
-238
|
-2%
|
|
|
512
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$3.05M
|
+$26.3K
|
+99
|
+0.8%
|
|
|
513
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$3.05M
|
-$4.77M
|
-17,985
|
-60%
|
|
|
514
|
TI-Trust
Quincy,
Illinois
|
$3.03M
|
+$26.5K
|
+100
|
+0.8%
|
|
|
515
|
GAMCO Investors
Greenwich,
Connecticut
|
$3.02M
|
–
|
–
|
–
|
|
|
516
|
Wealthspire Advisors (New York)
New York
|
$3M
|
-$66.6K
|
-251
|
-2%
|
|
|
517
|
Canada Post Corporation Pension Plan
Toronto,
Canada
|
$3M
|
+$3.14M
|
+11,848
|
New
|
|
|
518
|
Boston Family Office
Boston,
Massachusetts
|
$3M
|
-$43.8K
|
-165
|
-1%
|
|
|
519
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$3M
|
-$14.9K
|
-56
|
-0.5%
|
|
|
520
|
Hartline Investment Corp
Winnetka,
Illinois
|
$2.99M
|
-$43.8K
|
-165
|
-1%
|
|
|
521
|
Capital Planning Advisors
Roseville,
California
|
$2.97M
|
-$729K
|
-2,746
|
-19%
|
|
|
522
|
Leavell Investment Management
Mobile,
Alabama
|
$2.95M
|
–
|
–
|
–
|
|
|
523
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.94M
|
+$181K
|
+681
|
+6%
|
|
|
524
|
Harrington Investments
Napa,
California
|
$2.94M
|
+$21.8K
|
+82
|
+0.7%
|
|
|
525
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$2.93M
|
-$117K
|
-440
|
-4%
|
|
