|
626
|
KeyBank National Association
Cleveland,
Ohio
|
$1.52M
|
-$225K
|
-1,569
|
-15%
|
|
|
627
|
ProVise Management Group
Clearwater,
Florida
|
$1.51M
|
-$35.8K
|
-250
|
-3%
|
|
|
628
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.51M
|
-$65.5K
|
-457
|
-5%
|
|
|
629
|
Equitable Holdings
New York
|
$1.51M
|
-$59K
|
-412
|
-4%
|
|
|
630
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$1.5M
|
+$192K
|
+1,338
|
+18%
|
|
|
631
|
Stiles Financial Services
Edina,
Minnesota
|
$1.5M
|
+$167K
|
+1,165
|
+15%
|
|
|
632
|
Fulcrum Equity Management
Plano,
Texas
|
$1.5M
|
-$6.02K
|
-42
|
-0.5%
|
|
|
633
|
Grey Street Capital
Chicago,
Illinois
|
$1.49M
|
+$1.25M
|
+8,746
|
New
|
|
|
634
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.48M
|
-$134K
|
-937
|
-10%
|
|
|
635
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.48M
|
+$7.31K
|
+51
|
+0.6%
|
|
|
636
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$1.48M
|
+$34.2K
|
+239
|
+3%
|
|
|
637
|
Crescent Sterling
Metairie,
Louisiana
|
$1.47M
|
–
|
–
|
–
|
|
|
638
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$1.46M
|
-$4.01K
|
-28
|
-0.3%
|
|
|
639
|
NEOS Investment Management
Westport,
Connecticut
|
$1.45M
|
+$527K
|
+3,676
|
+76%
|
|
|
640
|
IFP Advisors
Tampa,
Florida
|
$1.45M
|
+$87.4K
|
+610
|
+8%
|
|
|
641
|
Douglass Winthrop Advisors
New York
|
$1.45M
|
–
|
–
|
–
|
|
|
642
|
Fidelis Capital Partners
Tampa,
Florida
|
$1.44M
|
+$323K
|
+2,257
|
+36%
|
|
|
643
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$1.44M
|
+$10.5K
|
+73
|
+0.9%
|
|
|
644
|
Retirement Guys Formula
Maumee,
Ohio
|
$1.43M
|
+$90.8K
|
+634
|
+8%
|
|
|
645
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.42M
|
-$9.46K
|
-66
|
-0.8%
|
|
|
646
|
CX Institutional
Auburn,
Indiana
|
$1.42M
|
-$2.76M
|
-19,253
|
-70%
|
|
|
647
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.41M
|
+$44.1K
|
+308
|
+4%
|
|
|
648
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.4M
|
+$6.59K
|
+46
|
+0.6%
|
|
|
649
|
Cadence Bank
Tupelo,
Mississippi
|
$1.4M
|
-$173K
|
-1,204
|
-13%
|
|
|
650
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$1.4M
|
-$23.2K
|
-162
|
-2%
|
|
