|
401
|
Coastline Trust
Providence,
Rhode Island
|
$846K
|
+$44.6K
|
+640
|
+5%
|
|
|
402
|
Carlson Capital Management
Northfield,
Minnesota
|
$844K
|
+$145K
|
+2,080
|
+19%
|
|
|
403
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$835K
|
-$183K
|
-2,626
|
-17%
|
|
|
404
|
|
$833K
|
+$871K
|
+12,500
|
New
|
|
|
405
|
Credit Agricole
Montrouge Cedex,
France
|
$807K
|
–
|
–
|
–
|
|
|
406
|
Dupont Capital Management
Wilmington,
Delaware
|
$800K
|
-$19K
|
-273
|
-2%
|
|
|
407
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$797K
|
-$83.1K
|
-1,192
|
-9%
|
|
|
408
|
Kesler Norman & Wride
Ogden,
Utah
|
$797K
|
+$833K
|
+11,947
|
New
|
|
|
409
|
Advisors Management Group
La Crosse,
Wisconsin
|
$786K
|
+$488
|
+7
|
+0.1%
|
|
|
410
|
Transform Wealth
Greenwood Village,
Colorado
|
$784K
|
+$6.9K
|
+99
|
+0.8%
|
|
|
411
|
Freedom Investment Management
Hartford,
Connecticut
|
$779K
|
+$244K
|
+3,500
|
+43%
|
|
|
412
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$771K
|
–
|
–
|
–
|
|
|
413
|
Chronos Wealth Management
Clearwater,
Florida
|
$766K
|
–
|
–
|
–
|
|
|
414
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$762K
|
–
|
–
|
–
|
|
|
415
|
Bard Financial Services
Branford,
Connecticut
|
$758K
|
+$793K
|
+11,375
|
New
|
|
|
416
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$753K
|
-$301K
|
-4,314
|
-28%
|
|
|
417
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$751K
|
+$40K
|
+574
|
+5%
|
|
|
418
|
Donaldson Capital Management
Evansville,
Indiana
|
$747K
|
-$226K
|
-3,245
|
-22%
|
|
|
419
|
Wedbush Securities
Los Angeles,
California
|
$741K
|
+$49.6K
|
+712
|
+7%
|
|
|
420
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$737K
|
+$770K
|
+11,053
|
New
|
|
|
421
|
Brasada Capital Management
Houston,
Texas
|
$736K
|
-$73.2K
|
-1,050
|
-9%
|
|
|
422
|
Cahill Financial Advisors
Edina,
Minnesota
|
$733K
|
+$7.53K
|
+108
|
+1%
|
|
|
423
|
Carret Asset Management
New York
|
$732K
|
+$48.8K
|
+700
|
+7%
|
|
|
424
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$730K
|
-$96.6K
|
-1,386
|
-11%
|
|
|
425
|
TrinityPoint Wealth
Milford,
Connecticut
|
$728K
|
+$10.2K
|
+146
|
+1%
|
|
