|
451
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$908K
|
–
|
–
|
–
|
|
|
452
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$907K
|
+$38.5K
|
+595
|
+5%
|
|
|
453
|
Venturi Wealth Management
Austin,
Texas
|
$884K
|
-$49.7K
|
-768
|
-6%
|
|
|
454
|
Caption Management
Oklahoma City,
Oklahoma
|
$884K
|
+$819K
|
+12,640
|
New
|
|
|
455
|
Avantax Advisory Services
Dallas,
Texas
|
$881K
|
+$61.6K
|
+951
|
+8%
|
|
|
456
|
Atria Investments
Charlotte,
North Carolina
|
$865K
|
-$12.7K
|
-196
|
-2%
|
|
|
457
|
Credential Qtrade Securities
Vancouver,
|
$852K
|
+$790K
|
+12,200
|
New
|
|
|
458
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$841K
|
+$87.7K
|
+1,354
|
+13%
|
|
|
459
|
Cigna Investments
Bloomfield,
Connecticut
|
$834K
|
-$8.94K
|
-138
|
-1%
|
|
|
460
|
|
$834K
|
+$6.09K
|
+94
|
+0.8%
|
|
|
461
|
Wedbush Securities
Los Angeles,
California
|
$832K
|
-$25.6K
|
-395
|
-3%
|
|
|
462
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$823K
|
+$518
|
+8
|
+0.1%
|
|
|
463
|
Coastline Trust
Providence,
Rhode Island
|
$819K
|
-$19.4K
|
-300
|
-2%
|
|
|
464
|
Cohen Capital Management
Corte Madera,
California
|
$818K
|
–
|
–
|
–
|
|
|
465
|
Advisor Partners
Walnut Creek,
California
|
$817K
|
+$83.7K
|
+1,292
|
+12%
|
|
|
466
|
WesBanco Bank
Wheeling,
West Virginia
|
$814K
|
-$46K
|
-710
|
-6%
|
|
|
467
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$803K
|
+$745K
|
+11,503
|
New
|
|
|
468
|
Achmea Investment Management
Zeist,
Netherlands
|
$802K
|
-$2.91M
|
-44,990
|
-80%
|
|
|
469
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$798K
|
–
|
–
|
–
|
|
|
470
|
Freedom Investment Management
Hartford,
Connecticut
|
$797K
|
-$1.29M
|
-19,950
|
-64%
|
|
|
471
|
Frontier Investment Management
Dallas,
Texas
|
$795K
|
-$28K
|
-433
|
-4%
|
|
|
472
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$791K
|
–
|
–
|
–
|
|
|
473
|
Meridian Wealth Management
Lexington,
Kentucky
|
$790K
|
+$92.9K
|
+1,434
|
+15%
|
|
|
474
|
Segment Wealth Management
Houston,
Texas
|
$789K
|
-$2.07K
|
-32
|
-0.3%
|
|
|
475
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$786K
|
-$104K
|
-1,600
|
-12%
|
|
