|
501
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$240K
|
+$229K
|
+1,035
|
New
|
|
|
502
|
SouthState Corp
Winter Haven,
Florida
|
$237K
|
–
|
–
|
–
|
|
|
503
|
Burney Company
Reston,
Virginia
|
$237K
|
+$11.1K
|
+50
|
+5%
|
|
|
504
|
Fulton Bank
Lancaster,
Pennsylvania
|
$236K
|
+$226K
|
+1,021
|
New
|
|
|
505
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$233K
|
-$15.5K
|
-70
|
-5%
|
|
|
506
|
Ascent Wealth Partners
New Hartford,
New York
|
$232K
|
–
|
–
|
–
|
|
|
507
|
Catawba Capital Management
Roanoke,
Virginia
|
$232K
|
–
|
–
|
–
|
|
|
508
|
Lincoln Capital
Lincoln,
Nebraska
|
$232K
|
–
|
–
|
–
|
|
|
509
|
Allen Investment Management
New York
|
$232K
|
+$221K
|
+1,000
|
New
|
|
|
510
|
Corient Capital Partners
Newport Beach,
California
|
$231K
|
–
|
–
|
–
|
|
|
511
|
Gilbert & Cook
West Des Moines,
Iowa
|
$229K
|
+$219K
|
+989
|
New
|
|
|
512
|
CIBC World Market
Toronto,
Ontario, Canada
|
$226K
|
+$216K
|
+975
|
New
|
|
|
513
|
Brown Advisory Securities
Baltimore,
Maryland
|
$225K
|
+$215K
|
+973
|
New
|
|
|
514
|
Oakworth Capital
Birmingham,
Alabama
|
$222K
|
–
|
–
|
–
|
|
|
515
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$218K
|
+$208K
|
+940
|
New
|
|
|
516
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$214K
|
+$204K
|
+921
|
New
|
|
|
517
|
Evermay Wealth Management
Arlington,
Virginia
|
$210K
|
+$200K
|
+905
|
New
|
|
|
518
|
First Personal Financial Services
Charlotte,
North Carolina
|
$191K
|
-$60.9K
|
-275
|
-25%
|
|
|
519
|
Westwood Holdings Group
Dallas,
Texas
|
$190K
|
+$182K
|
+820
|
New
|
|
|
520
|
Creative Planning
Overland Park,
Kansas
|
$187K
|
+$20.1K
|
+91
|
+13%
|
|
|
521
|
WFG Advisors
Dallas,
Texas
|
$182K
|
–
|
–
|
–
|
|
|
522
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$173K
|
+$163K
|
+736
|
+6,691%
|
|
|
523
|
Whittier Trust
South Pasadena,
California
|
$170K
|
–
|
–
|
–
|
|
|
524
|
NN Investment Partners Holdings
The Hague,
Netherlands
|
$162K
|
–
|
–
|
–
|
|
|
525
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$157K
|
-$7.75K
|
-35
|
-5%
|
|
