|
201
|
Barings
Charlotte,
North Carolina
|
$3.09M
|
–
|
–
|
–
|
|
|
202
|
Huntington National Bank
Columbus,
Ohio
|
$3.08M
|
–
|
–
|
–
|
|
|
203
|
TD Ameritrade Trust
Denver,
Colorado
|
$3.07M
|
-$37.7K
|
-920
|
-1%
|
|
|
204
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$3M
|
-$251K
|
-6,128
|
-8%
|
|
|
205
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$2.97M
|
+$204K
|
+4,975
|
+7%
|
|
|
206
|
HHG & Company
Darien,
Connecticut
|
$2.95M
|
+$59K
|
+1,440
|
+2%
|
|
|
207
|
Welch & Forbes
Boston,
Massachusetts
|
$2.94M
|
+$2.44M
|
+59,495
|
+510%
|
|
|
208
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2.78M
|
+$2.76M
|
+67,439
|
New
|
|
|
209
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.73M
|
+$160K
|
+3,915
|
+6%
|
|
|
210
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$2.71M
|
+$27.4K
|
+670
|
+1%
|
|
|
211
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.7M
|
+$2.65M
|
+64,765
|
New
|
|
|
212
|
VSR Financial Services
Overland Park,
Kansas
|
$2.68M
|
+$449K
|
+10,955
|
+20%
|
|
|
213
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.67M
|
-$162K
|
-3,951
|
-6%
|
|
|
214
|
First Foundation Advisors
Irvine,
California
|
$2.63M
|
-$720K
|
-17,572
|
-22%
|
|
|
215
|
Coastline Trust
Providence,
Rhode Island
|
$2.62M
|
+$316K
|
+7,704
|
+14%
|
|
|
216
|
Oppenheimer & Co
New York
|
$2.58M
|
+$1.38M
|
+33,694
|
+117%
|
|
|
217
|
Truist Financial
Charlotte,
North Carolina
|
$2.51M
|
+$329K
|
+8,029
|
+15%
|
|
|
218
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$2.51M
|
–
|
–
|
–
|
|
|
219
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$2.4M
|
-$1.53M
|
-37,251
|
-39%
|
|
|
220
|
Welch Group
Birmingham,
Alabama
|
$2.4M
|
+$2.38M
|
+58,069
|
New
|
|
|
221
|
Homrich & Berg
Atlanta,
Georgia
|
$2.39M
|
+$122K
|
+2,975
|
+5%
|
|
|
222
|
KCM Investment Advisors
Greenbrae,
California
|
$2.36M
|
+$6.96K
|
+170
|
+0.3%
|
|
|
223
|
First Allied Advisory Services
San Diego,
California
|
$2.33M
|
-$2.35M
|
-57,265
|
-50%
|
|
|
224
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$2.3M
|
+$246K
|
+6,000
|
+12%
|
|
|
225
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.21M
|
+$246
|
+6
|
+0%
|
|
