|
126
|
Cypress Wealth Advisors
San Francisco,
California
|
$491K
|
–
|
–
|
–
|
|
|
127
|
Mariner
Overland Park,
Kansas
|
$480K
|
+$120K
|
+2,500
|
+33%
|
|
|
128
|
American National Insurance
Galveston,
Texas
|
$473K
|
–
|
–
|
–
|
|
|
129
|
|
$471K
|
-$49.8K
|
-1,035
|
-9%
|
|
|
130
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$465K
|
–
|
–
|
–
|
|
|
131
|
Linscomb Wealth
Houston,
Texas
|
$449K
|
+$1.06K
|
+22
|
+0.2%
|
|
|
132
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$444K
|
-$464K
|
-9,635
|
-51%
|
|
|
133
|
National Penn Investors Trust
Wyomissing,
Pennsylvania
|
$356K
|
–
|
–
|
–
|
|
|
134
|
KeyBank National Association
Cleveland,
Ohio
|
$333K
|
-$30.3K
|
-630
|
-8%
|
|
|
135
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$314K
|
–
|
–
|
–
|
|
|
136
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$299K
|
–
|
–
|
–
|
|
|
137
|
LVW Advisors
Pittsford,
New York
|
$295K
|
–
|
–
|
–
|
|
|
138
|
Burnham Asset Management
New York
|
$280K
|
-$4.81K
|
-100
|
-2%
|
|
|
139
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$270K
|
+$770
|
+16
|
+0.3%
|
|
|
140
|
Security National Trust
Wheeling,
West Virginia
|
$238K
|
–
|
–
|
–
|
|
|
141
|
Huntington Steele
Oaks,
Pennsylvania
|
$225K
|
–
|
–
|
–
|
|
|
142
|
Klingman & Associates
New York
|
$214K
|
–
|
–
|
–
|
|
|
143
|
MSI Financial Services
Springfield,
Massachusetts
|
$203K
|
+$62.5K
|
+1,298
|
+44%
|
|
|
144
|
|
$181K
|
+$36.1K
|
+751
|
+24%
|
|
|
145
|
|
$180K
|
–
|
–
|
–
|
|
|
146
|
Balentine LLC
Atlanta,
Georgia
|
$179K
|
–
|
–
|
–
|
|
|
147
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$171K
|
–
|
–
|
–
|
|
|
148
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$158K
|
+$21.7K
|
+451
|
+16%
|
|
|
149
|
Evercore Wealth Management
New York
|
$143K
|
–
|
–
|
–
|
|
|
150
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$114K
|
–
|
–
|
–
|
|
