|
226
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$970K
|
–
|
–
|
–
|
|
|
227
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$965K
|
+$713K
|
+15,239
|
+326%
|
|
|
228
|
BOK Financial
Tulsa,
Oklahoma
|
$962K
|
-$105K
|
-2,253
|
-10%
|
|
|
229
|
Aviance Capital Partners
Naples,
Florida
|
$959K
|
-$68K
|
-1,454
|
-7%
|
|
|
230
|
Raymond James Trust
St. Petersburg,
Florida
|
$954K
|
+$47.1K
|
+1,007
|
+5%
|
|
|
231
|
Concert Wealth Management
San Jose,
California
|
$935K
|
-$34.4K
|
-735
|
-4%
|
|
|
232
|
Balentine LLC
Atlanta,
Georgia
|
$908K
|
-$41.4M
|
-884,498
|
-98%
|
|
|
233
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$875K
|
-$842
|
-18
|
-0.1%
|
|
|
234
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$874K
|
+$765K
|
+16,359
|
+988%
|
|
|
235
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$867K
|
+$53.7K
|
+1,148
|
+7%
|
|
|
236
|
CIBC World Market
Toronto,
Ontario, Canada
|
$836K
|
-$32.3K
|
-690
|
-4%
|
|
|
237
|
Telos Capital Management
San Diego,
California
|
$810K
|
-$15.8K
|
-338
|
-2%
|
|
|
238
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$809K
|
+$59.8K
|
+1,278
|
+8%
|
|
|
239
|
GFS Advisors
Houston,
Texas
|
$794K
|
-$35.2K
|
-752
|
-4%
|
|
|
240
|
Keeley Asset Management
Chicago,
Illinois
|
$783K
|
+$755K
|
+16,146
|
New
|
|
|
241
|
Capital Management
Glen Allen,
Virginia
|
$753K
|
+$71.6K
|
+1,530
|
+11%
|
|
|
242
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$725K
|
-$45.1K
|
-964
|
-6%
|
|
|
243
|
Webster Bank
Waterbury,
Connecticut
|
$710K
|
+$7.3K
|
+156
|
+1%
|
|
|
244
|
Altavista Wealth Management
Asheville,
North Carolina
|
$707K
|
+$30.8K
|
+658
|
+5%
|
|
|
245
|
Douglass Winthrop Advisors
New York
|
$694K
|
+$32.7K
|
+700
|
+5%
|
|
|
246
|
IndexIQ Advisors
New York
|
$690K
|
-$1.91M
|
-40,944
|
-74%
|
|
|
247
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$687K
|
+$144K
|
+3,069
|
+28%
|
|
|
248
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$679K
|
-$134K
|
-2,860
|
-17%
|
|
|
249
|
Marco Investment Management
Atlanta,
Georgia
|
$679K
|
–
|
–
|
–
|
|
|
250
|
Middleton & Co
Boston,
Massachusetts
|
$672K
|
-$234
|
-5
|
-0%
|
|
