|
401
|
Caldwell Trust
Venice,
Florida
|
$1.29M
|
-$64.2K
|
-1,717
|
-5%
|
|
|
402
|
Bellecapital
Zurich,
Switzerland
|
$1.28M
|
+$3.21K
|
+86
|
+0.3%
|
|
|
403
|
Sunbelt Securities
Houston,
Texas
|
$1.27M
|
+$378K
|
+10,112
|
+44%
|
|
|
404
|
Stelac Advisory Services
New York
|
$1.26M
|
+$643K
|
+17,198
|
+111%
|
|
|
405
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$1.26M
|
+$438K
|
+11,734
|
+56%
|
|
|
406
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.25M
|
+$137K
|
+3,666
|
+13%
|
|
|
407
|
Summit Wealth Partners
Orlando,
Florida
|
$1.23M
|
-$39.7K
|
-1,062
|
-3%
|
|
|
408
|
Latitude Advisors
Vero Beach,
Florida
|
$1.22M
|
+$1.18M
|
+31,668
|
New
|
|
|
409
|
|
$1.22M
|
-$50.6K
|
-1,355
|
-4%
|
|
|
410
|
Orion Capital Management
Coronado,
California
|
$1.21M
|
+$1.39M
|
+37,315
|
New
|
|
|
411
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$1.2M
|
+$97.7K
|
+2,616
|
+9%
|
|
|
412
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$1.2M
|
–
|
–
|
–
|
|
|
413
|
Davenport & Co
Richmond,
Virginia
|
$1.19M
|
-$110K
|
-2,934
|
-9%
|
|
|
414
|
MGO One Seven
Beachwood,
Ohio
|
$1.18M
|
+$148K
|
+3,974
|
+15%
|
|
|
415
|
Bank of the West
Monterey Park,
California
|
$1.18M
|
+$224K
|
+5,991
|
+24%
|
|
|
416
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.18M
|
+$26.6K
|
+712
|
+2%
|
|
|
417
|
IFG Advisory
Atlanta,
Georgia
|
$1.18M
|
+$264K
|
+7,070
|
+30%
|
|
|
418
|
Comerica Bank
Dallas,
Texas
|
$1.17M
|
+$200K
|
+5,349
|
+21%
|
|
|
419
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$1.16M
|
-$41.5K
|
-1,110
|
-4%
|
|
|
420
|
Meridian Wealth Advisors
Austin,
Texas
|
$1.16M
|
+$128K
|
+3,421
|
+13%
|
|
|
421
|
Willis Johnson & Associates
Houston,
Texas
|
$1.16M
|
+$1.12M
|
+30,045
|
New
|
|
|
422
|
Vicus Capital
State College,
Pennsylvania
|
$1.15M
|
+$404K
|
+10,810
|
+56%
|
|
|
423
|
Trek Financial
Scottsdale,
Arizona
|
$1.15M
|
+$1.12M
|
+29,970
|
New
|
|
|
424
|
|
$1.15M
|
-$7.32K
|
-196
|
-0.7%
|
|
|
425
|
Evercore Wealth Management
New York
|
$1.15M
|
+$183K
|
+4,900
|
+20%
|
|
