|
501
|
SOL Capital Management
Rockville,
Maryland
|
$1.16M
|
–
|
–
|
–
|
|
|
502
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$1.16M
|
–
|
–
|
–
|
|
|
503
|
Lyell Wealth Management
Menlo Park,
California
|
$1.15M
|
-$102K
|
-219
|
-8%
|
|
|
504
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.15M
|
+$68.1K
|
+146
|
+6%
|
|
|
505
|
TD Private Client Wealth
New York
|
$1.15M
|
-$63.9K
|
-137
|
-5%
|
|
|
506
|
CIC Wealth
Rockville,
Maryland
|
$1.14M
|
-$39.2K
|
-84
|
-3%
|
|
|
507
|
CX Institutional
Auburn,
Indiana
|
$1.13M
|
–
|
–
|
–
|
|
|
508
|
Providence First Trust
Scottsdale,
Arizona
|
$1.13M
|
+$332K
|
+713
|
+41%
|
|
|
509
|
Middleton & Co
Boston,
Massachusetts
|
$1.13M
|
–
|
–
|
–
|
|
|
510
|
White Pine Capital
Bloomington,
Minnesota
|
$1.13M
|
-$45.7K
|
-98
|
-4%
|
|
|
511
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$1.12M
|
-$284K
|
-609
|
-20%
|
|
|
512
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$1.12M
|
-$1.02M
|
-2,184
|
-47%
|
|
|
513
|
North Star Investment Management
Chicago,
Illinois
|
$1.12M
|
–
|
–
|
–
|
|
|
514
|
TruWealth Advisors
Metairie,
Louisiana
|
$1.11M
|
–
|
–
|
–
|
|
|
515
|
Becker Capital Management
Portland,
Oregon
|
$1.1M
|
+$1.12M
|
+2,399
|
New
|
|
|
516
|
Cozad Asset Management
Champaign,
Illinois
|
$1.1M
|
–
|
–
|
–
|
|
|
517
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.1M
|
+$17.7K
|
+38
|
+2%
|
|
|
518
|
RFG Advisory
Birmingham,
Alabama
|
$1.1M
|
-$7.46K
|
-16
|
-0.7%
|
|
|
519
|
Howe & Rusling
Rochester,
New York
|
$1.09M
|
–
|
–
|
–
|
|
|
520
|
Fidelis Capital Partners
Tampa,
Florida
|
$1.06M
|
+$726K
|
+1,557
|
+196%
|
|
|
521
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.05M
|
-$870K
|
-1,867
|
-45%
|
|
|
522
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.05M
|
-$466
|
-1
|
-0%
|
|
|
523
|
MGO One Seven
Beachwood,
Ohio
|
$1.04M
|
+$138K
|
+297
|
+15%
|
|
|
524
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.03M
|
-$42.4K
|
-91
|
-4%
|
|
|
525
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.03M
|
–
|
–
|
–
|
|
