|
601
|
Venturi Wealth Management
Austin,
Texas
|
$205K
|
+$203K
|
+645
|
New
|
|
|
602
|
Avity Investment Management
Greenwich,
Connecticut
|
$203K
|
+$201K
|
+639
|
New
|
|
|
603
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$203K
|
+$201K
|
+640
|
New
|
|
|
604
|
ProVise Management Group
Clearwater,
Florida
|
$203K
|
+$201K
|
+640
|
New
|
|
|
605
|
Thomas Story & Son
Culver,
Indiana
|
$202K
|
+$200K
|
+635
|
New
|
|
|
606
|
Tarbox Family Office
Newport Beach,
California
|
$198K
|
–
|
–
|
–
|
|
|
607
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$197K
|
–
|
–
|
–
|
|
|
608
|
Fusion Family Wealth
Woodbury,
New York
|
$188K
|
–
|
–
|
–
|
|
|
609
|
Next Financial Group
Houston,
Texas
|
$181K
|
–
|
–
|
–
|
|
|
610
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$173K
|
–
|
–
|
–
|
|
|
611
|
M&R Capital Management
Summit,
New Jersey
|
$171K
|
–
|
–
|
–
|
|
|
612
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$156K
|
+$8.81K
|
+28
|
+6%
|
|
|
613
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$154K
|
–
|
–
|
–
|
|
|
614
|
SEI Investments
Oaks,
Pennsylvania
|
$148K
|
+$18.3K
|
+58
|
+14%
|
|
|
615
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$143K
|
–
|
–
|
–
|
|
|
616
|
|
$143K
|
–
|
–
|
–
|
|
|
617
|
Allworth Financial
Folsom,
California
|
$141K
|
–
|
–
|
–
|
|
|
618
|
People's United Financial
Bridgeport,
Connecticut
|
$135K
|
–
|
–
|
–
|
|
|
619
|
Clear Perspective Advisors
Aurora,
Illinois
|
$127K
|
–
|
–
|
–
|
|
|
620
|
Lee Financial
Dallas,
Texas
|
$127K
|
–
|
–
|
–
|
|
|
621
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$123K
|
+$315
|
+1
|
+0.3%
|
|
|
622
|
Monetary Management Group
St Louis,
Missouri
|
$119K
|
+$6.3K
|
+20
|
+6%
|
|
|
623
|
ClearBridge Investments
New York
|
$108K
|
–
|
–
|
–
|
|
|
624
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$106K
|
+$105K
|
+335
|
New
|
|
|
625
|
Edge Advisors
Atlanta,
Georgia
|
$105K
|
–
|
–
|
–
|
|
