|
201
|
ProVise Management Group
Clearwater,
Florida
|
$1.2M
|
-$32.6K
|
-654
|
-3%
|
|
|
202
|
Clearstead Trust
Portland,
Maine
|
$1.18M
|
–
|
–
|
–
|
|
|
203
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.17M
|
-$284K
|
-5,700
|
-19%
|
|
|
204
|
Beacon Financial Group
Dallas,
Texas
|
$1.17M
|
–
|
–
|
–
|
|
|
205
|
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
$1.16M
|
-$249K
|
-5,000
|
-17%
|
|
|
206
|
Hennessy Advisors Inc
Novato,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
207
|
Pinnacle Associates
New York
|
$1.11M
|
+$6.09K
|
+122
|
+0.5%
|
|
|
208
|
Avantax Advisory Services
Dallas,
Texas
|
$1.09M
|
+$58.5K
|
+1,172
|
+5%
|
|
|
209
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.05M
|
+$27.5K
|
+552
|
+3%
|
|
|
210
|
FLC Capital Advisors
Palm Desert,
California
|
$1.05M
|
+$24.9K
|
+500
|
+2%
|
|
|
211
|
SL Advisors
Westfield,
New Jersey
|
$1.04M
|
+$2.2K
|
+44
|
+0.2%
|
|
|
212
|
Huntington National Bank
Columbus,
Ohio
|
$1.03M
|
–
|
–
|
–
|
|
|
213
|
Principle Wealth Partners
Madison,
Connecticut
|
$1.02M
|
–
|
–
|
–
|
|
|
214
|
Intrua Financial
Houston,
Texas
|
$1.02M
|
+$39.6K
|
+793
|
+4%
|
|
|
215
|
|
$1.02M
|
-$449K
|
-9,000
|
-30%
|
|
|
216
|
Argent Trust Co
Nashville,
Tennessee
|
$1M
|
+$6.04K
|
+121
|
+0.6%
|
|
|
217
|
Magnolia Capital Management
Cold Spring,
New York
|
$1M
|
–
|
–
|
–
|
|
|
218
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1M
|
-$112K
|
-2,235
|
-10%
|
|
|
219
|
Disciplined Investments
Tulsa,
Oklahoma
|
$985K
|
-$39K
|
-782
|
-4%
|
|
|
220
|
Pacer Advisors
Malvern,
Pennsylvania
|
$985K
|
+$261K
|
+5,223
|
+34%
|
|
|
221
|
Steward Partners Investment Advisory
New York
|
$978K
|
+$208K
|
+4,172
|
+26%
|
|
|
222
|
Rockefeller Capital Management
New York
|
$974K
|
-$54.2K
|
-1,087
|
-5%
|
|
|
223
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$960K
|
–
|
–
|
–
|
|
|
224
|
Advisor OS
Chicago,
Illinois
|
$944K
|
–
|
–
|
–
|
|
|
225
|
Spinnaker Trust
Portland,
Maine
|
$941K
|
–
|
–
|
–
|
|
