|
101
|
MAI Capital Management
Independence,
Ohio
|
$619K
|
–
|
–
|
–
|
|
|
102
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$599K
|
-$37.9K
|
-1,100
|
-6%
|
|
|
103
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$577K
|
-$8.78K
|
-255
|
-2%
|
|
|
104
|
Raymond James Trust
St. Petersburg,
Florida
|
$576K
|
–
|
–
|
–
|
|
|
105
|
Fidelity Investments
Boston,
Massachusetts
|
$567K
|
-$6.54K
|
-190
|
-1%
|
|
|
106
|
Stephens Inc
Little Rock,
Arkansas
|
$566K
|
+$13.8K
|
+400
|
+3%
|
|
|
107
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$526K
|
-$253K
|
-7,345
|
-34%
|
|
|
108
|
Arete Wealth Advisors
Chicago,
Illinois
|
$492K
|
–
|
–
|
–
|
|
|
109
|
MJP Associates
Farmington,
Connecticut
|
$492K
|
–
|
–
|
–
|
|
|
110
|
Lido Advisors
Los Angeles,
California
|
$480K
|
-$2.41K
|
-70
|
-0.5%
|
|
|
111
|
Sage Rhino Capital
Menlo Park,
California
|
$480K
|
–
|
–
|
–
|
|
|
112
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$479K
|
–
|
–
|
–
|
|
|
113
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$471K
|
-$57K
|
-1,655
|
-11%
|
|
|
114
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$471K
|
–
|
–
|
–
|
|
|
115
|
People's United Financial
Bridgeport,
Connecticut
|
$455K
|
-$1.72K
|
-50
|
-0.4%
|
|
|
116
|
Investors Financial Group
Plymouth,
Minnesota
|
$448K
|
–
|
–
|
–
|
|
|
117
|
Geneos Wealth Management
Englewood,
Colorado
|
$446K
|
-$221K
|
-6,430
|
-35%
|
|
|
118
|
Accredited Investors
Edina,
Minnesota
|
$435K
|
–
|
–
|
–
|
|
|
119
|
Truist Financial
Charlotte,
North Carolina
|
$434K
|
+$516
|
+15
|
+0.1%
|
|
|
120
|
AE Wealth Management
Topeka,
Kansas
|
$422K
|
-$21.7K
|
-630
|
-5%
|
|
|
121
|
Parametric Portfolio Associates
Seattle,
Washington
|
$384K
|
+$359K
|
+10,435
|
New
|
|
|
122
|
Salomon & Ludwin
Richmond,
Virginia
|
$367K
|
–
|
–
|
–
|
|
|
123
|
Diligent Investors
Redlands,
California
|
$365K
|
-$20.8K
|
-605
|
-6%
|
|
|
124
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$355K
|
+$331K
|
+9,615
|
New
|
|
|
125
|
Insight Advisors
Newtown,
Pennsylvania
|
$347K
|
+$308K
|
+8,955
|
New
|
|
