|
201
|
ProVise Management Group
Clearwater,
Florida
|
$2.4M
|
-$291K
|
-4,274
|
-11%
|
|
|
202
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$2.39M
|
-$500K
|
-7,344
|
-18%
|
|
|
203
|
Starfire Investment Advisers
Southfield,
Michigan
|
$2.39M
|
+$2.3M
|
+33,692
|
New
|
|
|
204
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$2.34M
|
-$83K
|
-1,218
|
-4%
|
|
|
205
|
Domani Wealth
Lancaster,
Pennsylvania
|
$2.27M
|
-$4.5K
|
-66
|
-0.2%
|
|
|
206
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$2.23M
|
–
|
–
|
–
|
|
|
207
|
Pegasus Asset Management
Montebello,
New York
|
$2.19M
|
+$2.11M
|
+30,892
|
New
|
|
|
208
|
Tortoise Index Solutions
Overland Park,
Kansas
|
$2.09M
|
+$2M
|
+29,423
|
New
|
|
|
209
|
Narwhal Capital Management
Marietta,
Georgia
|
$2.08M
|
-$68.1K
|
-1,000
|
-3%
|
|
|
210
|
|
$2.06M
|
-$367K
|
-5,384
|
-16%
|
|
|
211
|
Coastline Trust
Providence,
Rhode Island
|
$2.04M
|
–
|
–
|
–
|
|
|
212
|
Segment Wealth Management
Houston,
Texas
|
$2.03M
|
-$66.5K
|
-976
|
-3%
|
|
|
213
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.02M
|
+$1.95M
|
+28,550
|
New
|
|
|
214
|
SG Americas Securities
New York
|
$2.02M
|
-$1.51M
|
-22,136
|
-44%
|
|
|
215
|
State Street
Boston,
Massachusetts
|
$2.02M
|
+$117K
|
+1,710
|
+6%
|
|
|
216
|
Avalon Investment & Advisory
Houston,
Texas
|
$1.98M
|
+$33.3K
|
+488
|
+2%
|
|
|
217
|
Boston Financial Management
Boston,
Massachusetts
|
$1.98M
|
-$13.6K
|
-200
|
-0.7%
|
|
|
218
|
IFP Advisors
Tampa,
Florida
|
$1.97M
|
-$461K
|
-6,759
|
-20%
|
|
|
219
|
Oppenheimer & Co
New York
|
$1.95M
|
-$6.2K
|
-91
|
-0.3%
|
|
|
220
|
Cypress Wealth Advisors
San Francisco,
California
|
$1.95M
|
+$1.87M
|
+27,495
|
New
|
|
|
221
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.95M
|
-$138K
|
-2,022
|
-7%
|
|
|
222
|
SVB Wealth
Boston,
Massachusetts
|
$1.92M
|
–
|
–
|
–
|
|
|
223
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.9M
|
-$139K
|
-2,046
|
-7%
|
|
|
224
|
Clearstead Trust
Portland,
Maine
|
$1.9M
|
–
|
–
|
–
|
|
|
225
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$1.88M
|
+$1.8M
|
+26,484
|
New
|
|
