|
101
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$478K
|
–
|
–
|
–
|
|
|
102
|
Financial Advisors Network
Tustin,
California
|
$474K
|
+$474K
|
+9,179
|
New
|
|
|
103
|
Avidian Wealth Enterprises
Houston,
Texas
|
$444K
|
+$144K
|
+2,785
|
+48%
|
|
|
104
|
M&T Bank
Buffalo,
New York
|
$441K
|
+$200K
|
+3,871
|
+83%
|
|
|
105
|
Millennium Management
New York
|
$440K
|
+$439K
|
+8,507
|
New
|
|
|
106
|
Synovus Financial
Columbus,
Georgia
|
$423K
|
+$423K
|
+8,181
|
New
|
|
|
107
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$414K
|
+$414K
|
+8,011
|
New
|
|
|
108
|
Arete Wealth Advisors
Chicago,
Illinois
|
$399K
|
+$399K
|
+7,725
|
New
|
|
|
109
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$393K
|
+$392K
|
+7,596
|
New
|
|
|
110
|
Tortoise Investment Management
White Plains,
New York
|
$385K
|
–
|
–
|
–
|
|
|
111
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$382K
|
+$382K
|
+7,392
|
New
|
|
|
112
|
Prelude Capital Management
New York
|
$373K
|
-$40.7K
|
-788
|
-10%
|
|
|
113
|
|
$356K
|
-$10.1M
|
-196,224
|
-97%
|
|
|
114
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$288K
|
+$288K
|
+5,568
|
New
|
|
|
115
|
Mangham Associates
Charlottesville,
Virginia
|
$260K
|
+$259K
|
+5,019
|
New
|
|
|
116
|
Country Club Trust
Kansas City,
Missouri
|
$260K
|
+$260K
|
+5,035
|
New
|
|
|
117
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$258K
|
-$258K
|
-5,000
|
-50%
|
|
|
118
|
|
$249K
|
+$249K
|
+4,812
|
New
|
|
|
119
|
Cetera Advisor Networks
El Segundo,
California
|
$239K
|
+$10.4K
|
+202
|
+5%
|
|
|
120
|
James Investment Research
Alpha,
Ohio
|
$237K
|
+$118K
|
+2,285
|
+99%
|
|
|
121
|
WhitTier Trust Company
Reno,
Nevada
|
$233K
|
–
|
–
|
–
|
|
|
122
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$218K
|
-$4.49K
|
-87
|
-2%
|
|
|
123
|
Crabel Capital Management
Los Angeles,
California
|
$215K
|
+$215K
|
+4,158
|
New
|
|
|
124
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$207K
|
+$207K
|
+4,001
|
New
|
|
|
125
|
CPWM LLC
Seattle,
Washington
|
$201K
|
+$201K
|
+3,888
|
New
|
|
