|
201
|
KeyBank National Association
Cleveland,
Ohio
|
$1.4M
|
+$207K
|
+3,765
|
+17%
|
|
|
202
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.38M
|
+$58.8K
|
+1,071
|
+4%
|
|
|
203
|
Hefty Wealth Partners
Auburn,
Indiana
|
$1.38M
|
+$1.4M
|
+25,502
|
New
|
|
|
204
|
Lee Capital Management
New York
|
$1.35M
|
+$115K
|
+2,096
|
+9%
|
|
|
205
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.31M
|
-$141K
|
-2,559
|
-10%
|
|
|
206
|
Atria Investments
Charlotte,
North Carolina
|
$1.31M
|
-$165K
|
-3,007
|
-11%
|
|
|
207
|
Hugh Johnson Advisors
Albany,
New York
|
$1.3M
|
–
|
–
|
–
|
|
|
208
|
Orleans Capital Management
Mandeville,
Louisiana
|
$1.3M
|
+$82.4K
|
+1,500
|
+7%
|
|
|
209
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$1.29M
|
-$366K
|
-6,662
|
-22%
|
|
|
210
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$1.28M
|
–
|
–
|
–
|
|
|
211
|
William Blair & Company
Chicago,
Illinois
|
$1.28M
|
+$268K
|
+4,876
|
+26%
|
|
|
212
|
First United Bank & Trust
Oakland,
Maryland
|
$1.27M
|
-$32.6K
|
-593
|
-2%
|
|
|
213
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.27M
|
-$142K
|
-2,576
|
-10%
|
|
|
214
|
Global Financial Private Capital
Sarasota,
Florida
|
$1.26M
|
+$541K
|
+9,846
|
+73%
|
|
|
215
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.26M
|
+$681K
|
+12,402
|
+114%
|
|
|
216
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.23M
|
-$54.8K
|
-997
|
-4%
|
|
|
217
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$1.21M
|
+$82.7K
|
+1,505
|
+7%
|
|
|
218
|
Bangor Savings Bank
Bangor,
Maine
|
$1.21M
|
+$62.5K
|
+1,137
|
+5%
|
|
|
219
|
Chilton Capital Management
Houston,
Texas
|
$1.2M
|
+$8.85K
|
+161
|
+0.7%
|
|
|
220
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.2M
|
-$58.2K
|
-1,059
|
-5%
|
|
|
221
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$1.17M
|
+$1.19M
|
+21,700
|
New
|
|
|
222
|
Merriman Wealth Management
Seattle,
Washington
|
$1.16M
|
+$166K
|
+3,029
|
+16%
|
|
|
223
|
IHT Wealth Management
Chicago,
Illinois
|
$1.16M
|
+$20K
|
+364
|
+2%
|
|
|
224
|
Fidelity Investments
Boston,
Massachusetts
|
$1.12M
|
-$23.5K
|
-427
|
-2%
|
|
|
225
|
ARS Investment Partners
New York
|
$1.11M
|
+$49K
|
+892
|
+5%
|
|
