|
501
|
Bank of New York Mellon
New York
|
$424K
|
+$23.5K
|
+1,650
|
+6%
|
|
|
502
|
KeyBank National Association
Cleveland,
Ohio
|
$422K
|
-$5.55K
|
-390
|
-1%
|
|
|
503
|
American Research & Management Company
Marion,
Massachusetts
|
$405K
|
–
|
–
|
–
|
|
|
504
|
Avantax Planning Partners
Dubuque,
Iowa
|
$403K
|
-$3.76K
|
-264
|
-1%
|
|
|
505
|
Stifel Financial
St. Louis,
Missouri
|
$402K
|
-$33.8K
|
-2,376
|
-8%
|
|
|
506
|
Insight 2811 Inc
Chicago,
Illinois
|
$402K
|
+$377K
|
+26,484
|
New
|
|
|
507
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$393K
|
+$35.6K
|
+2,496
|
+11%
|
|
|
508
|
Rollins Financial
Atlanta,
Georgia
|
$388K
|
+$364K
|
+25,590
|
New
|
|
|
509
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$387K
|
-$19.5K
|
-1,368
|
-5%
|
|
|
510
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$374K
|
+$351K
|
+24,630
|
New
|
|
|
511
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$370K
|
-$5.13K
|
-360
|
-1%
|
|
|
512
|
Prospera Financial Services
Dallas,
Texas
|
$369K
|
+$347K
|
+24,348
|
New
|
|
|
513
|
Mission Wealth Management
Santa Barbara,
California
|
$366K
|
+$344K
|
+24,132
|
New
|
|
|
514
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$363K
|
–
|
–
|
–
|
|
|
515
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$355K
|
-$59K
|
-4,140
|
-15%
|
|
|
516
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$355K
|
+$2.65K
|
+186
|
+0.8%
|
|
|
517
|
Grimes & Company
Westborough,
Massachusetts
|
$355K
|
+$27.6K
|
+1,938
|
+9%
|
|
|
518
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$344K
|
+$12.1K
|
+846
|
+4%
|
|
|
519
|
Scott & Selber Inc
Houston,
Texas
|
$343K
|
-$33.9K
|
-2,382
|
-10%
|
|
|
520
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$339K
|
+$318K
|
+22,320
|
New
|
|
|
521
|
Joel Isaacson & Co
New York
|
$335K
|
-$12.9K
|
-906
|
-4%
|
|
|
522
|
Broadleaf Partners
Hudson,
Ohio
|
$335K
|
+$769
|
+54
|
+0.2%
|
|
|
523
|
Anchor Investment Management
Columbia,
South Carolina
|
$333K
|
+$1.28K
|
+90
|
+0.4%
|
|
|
524
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$333K
|
-$24K
|
-1,686
|
-7%
|
|
|
525
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$328K
|
+$308K
|
+21,642
|
New
|
|
