|
501
|
First National Trust
Hermitage,
Pennsylvania
|
$1.69M
|
-$42.5K
|
-989
|
-2%
|
|
|
502
|
|
$1.69M
|
-$397K
|
-9,239
|
-18%
|
|
|
503
|
Kovitz Investment Group
Chicago,
Illinois
|
$1.68M
|
-$25.8K
|
-600
|
-1%
|
|
|
504
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.66M
|
+$139K
|
+3,231
|
+9%
|
|
|
505
|
Dupont Capital Management
Wilmington,
Delaware
|
$1.66M
|
+$1.74M
|
+40,500
|
New
|
|
|
506
|
JOYN Advisors
Atlanta,
Georgia
|
$1.65M
|
-$687K
|
-15,981
|
-28%
|
|
|
507
|
Waverly Advisors
Birmingham,
Alabama
|
$1.65M
|
+$254K
|
+5,909
|
+17%
|
|
|
508
|
Truist Financial
Charlotte,
North Carolina
|
$1.64M
|
+$35.8K
|
+834
|
+2%
|
|
|
509
|
Coe Capital Management
Highland Park,
Illinois
|
$1.64M
|
+$408K
|
+9,491
|
+31%
|
|
|
510
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.63M
|
+$1.72M
|
+39,925
|
New
|
|
|
511
|
Hilltop Holdings
Dallas,
Texas
|
$1.61M
|
+$193K
|
+4,486
|
+13%
|
|
|
512
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$1.6M
|
-$136K
|
-3,166
|
-7%
|
|
|
513
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.59M
|
–
|
–
|
–
|
|
|
514
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.59M
|
-$816
|
-19
|
-0%
|
|
|
515
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.59M
|
+$123K
|
+2,855
|
+8%
|
|
|
516
|
Tortoise Investment Management
White Plains,
New York
|
$1.56M
|
+$112K
|
+2,614
|
+7%
|
|
|
517
|
Farr Miller & Washington
Washington,
District of Columbia
|
$1.56M
|
-$28.2K
|
-657
|
-2%
|
|
|
518
|
Gibson Capital
Wexford,
Pennsylvania
|
$1.55M
|
–
|
–
|
–
|
|
|
519
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.53M
|
+$404K
|
+9,392
|
+33%
|
|
|
520
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.52M
|
-$84.4K
|
-1,965
|
-5%
|
|
|
521
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.51M
|
+$39.6K
|
+921
|
+3%
|
|
|
522
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.5M
|
-$21.1K
|
-490
|
-1%
|
|
|
523
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.48M
|
-$949K
|
-22,095
|
-38%
|
|
|
524
|
KCM Investment Advisors
Greenbrae,
California
|
$1.46M
|
+$21.5K
|
+500
|
+1%
|
|
|
525
|
Elm Advisors
Burlingame,
California
|
$1.45M
|
-$8.38K
|
-195
|
-0.5%
|
|
