|
201
|
Freedom Investment Management
Hartford,
Connecticut
|
$488K
|
-$125K
|
-11,015
|
-22%
|
|
|
202
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$483K
|
–
|
–
|
–
|
|
|
203
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$472K
|
–
|
–
|
–
|
|
|
204
|
Mercer Global Advisors
Denver,
Colorado
|
$467K
|
-$61.2K
|
-5,400
|
-12%
|
|
|
205
|
Van Den Berg Management I
Austin,
Texas
|
$463K
|
-$2.83K
|
-250
|
-0.7%
|
|
|
206
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$453K
|
+$419K
|
+37,000
|
New
|
|
|
207
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$452K
|
–
|
–
|
–
|
|
|
208
|
|
$450K
|
-$258K
|
-22,820
|
-38%
|
|
|
209
|
SouthState Corp
Winter Haven,
Florida
|
$449K
|
–
|
–
|
–
|
|
|
210
|
Northeast Planning Associates NH
Bedford,
New Hampshire
|
$446K
|
–
|
–
|
–
|
|
|
211
|
Beacon Financial Group
Dallas,
Texas
|
$441K
|
-$2.06K
|
-182
|
-0.5%
|
|
|
212
|
Castleview Partners
Dallas,
Texas
|
$431K
|
+$62.7K
|
+5,534
|
+19%
|
|
|
213
|
Kiker Wealth Management
Jasper,
Georgia
|
$423K
|
+$5.08K
|
+449
|
+1%
|
|
|
214
|
Cresset Asset Management
Chicago,
Illinois
|
$423K
|
–
|
–
|
–
|
|
|
215
|
David Wealth Management
Fairfax,
Virginia
|
$419K
|
–
|
–
|
–
|
|
|
216
|
V.M. Manning & Co
Greenville,
South Carolina
|
$417K
|
+$350K
|
+30,871
|
New
|
|
|
217
|
ADE LLC
Baltimore,
Maryland
|
$413K
|
–
|
–
|
–
|
|
|
218
|
Silver Oak Securities
Jackson,
Tennessee
|
$412K
|
+$5.66K
|
+500
|
+2%
|
|
|
219
|
Oxbow Advisors
Austin,
Texas
|
$406K
|
-$11.3K
|
-1,000
|
-3%
|
|
|
220
|
Latitude Advisors
Vero Beach,
Florida
|
$396K
|
+$11.3K
|
+1,000
|
+3%
|
|
|
221
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$396K
|
+$232K
|
+20,442
|
+171%
|
|
|
222
|
Private Client Services
Louisville,
Kentucky
|
$394K
|
+$80.8K
|
+7,131
|
+29%
|
|
|
223
|
Destiny Wealth Partners
Tavares,
Florida
|
$393K
|
+$10.2K
|
+904
|
+3%
|
|
|
224
|
Tocqueville Asset Management
New York
|
$392K
|
–
|
–
|
–
|
|
|
225
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$386K
|
-$6.79K
|
-600
|
-2%
|
|
