|
501
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$869K
|
–
|
–
|
–
|
|
|
502
|
Neville Rodie & Shaw
New York
|
$869K
|
–
|
–
|
–
|
|
|
503
|
Fulton Bank
Lancaster,
Pennsylvania
|
$868K
|
-$353K
|
-4,257
|
-30%
|
|
|
504
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$861K
|
-$218K
|
-2,625
|
-21%
|
|
|
505
|
Altium Wealth Management
Purchase,
New York
|
$853K
|
-$260K
|
-3,127
|
-24%
|
|
|
506
|
Graypoint LLC
Albany,
New York
|
$853K
|
-$30.6K
|
-369
|
-4%
|
|
|
507
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$850K
|
–
|
–
|
–
|
|
|
508
|
Fortem Financial Group
Palm Desert,
California
|
$849K
|
-$211K
|
-2,546
|
-21%
|
|
|
509
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$845K
|
-$187K
|
-2,255
|
-19%
|
|
|
510
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$840K
|
-$23.7K
|
-285
|
-3%
|
|
|
511
|
Avidian Wealth Enterprises
Houston,
Texas
|
$834K
|
+$370K
|
+4,456
|
+88%
|
|
|
512
|
Douglass Winthrop Advisors
New York
|
$832K
|
-$398K
|
-4,792
|
-33%
|
|
|
513
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$831K
|
+$1.41K
|
+17
|
+0.2%
|
|
|
514
|
Mystic Asset Management
Warwick,
Rhode Island
|
$831K
|
+$789K
|
+9,504
|
New
|
|
|
515
|
Klingenstein Fields & Co
New York
|
$829K
|
-$24.2K
|
-291
|
-3%
|
|
|
516
|
Guggenheim Capital
Chicago,
Illinois
|
$828K
|
+$137K
|
+1,648
|
+21%
|
|
|
517
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$824K
|
+$29.2K
|
+352
|
+4%
|
|
|
518
|
Beaton Management Company
Haverhill,
Massachusetts
|
$818K
|
–
|
–
|
–
|
|
|
519
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$812K
|
+$27.6K
|
+333
|
+4%
|
|
|
520
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$792K
|
-$4.57K
|
-55
|
-0.6%
|
|
|
521
|
Schonfeld Strategic Advisors
New York
|
$779K
|
-$1.45M
|
-17,500
|
-66%
|
|
|
522
|
Roundview Capital
Princeton,
New Jersey
|
$773K
|
-$74.5K
|
-897
|
-9%
|
|
|
523
|
CX Institutional
Auburn,
Indiana
|
$772K
|
-$114K
|
-1,375
|
-13%
|
|
|
524
|
Cadence Bank NA
Houston,
Texas
|
$766K
|
-$497K
|
-5,982
|
-41%
|
|
|
525
|
Summit Financial
Parsippany,
New Jersey
|
$764K
|
+$196K
|
+2,357
|
+37%
|
|
