|
401
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$780K
|
+$278K
|
+3,578
|
+58%
|
|
|
402
|
Freedom Investment Management
Hartford,
Connecticut
|
$780K
|
+$281K
|
+3,609
|
+58%
|
|
|
403
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$765K
|
+$746K
|
+9,592
|
New
|
|
|
404
|
Strid Group
Newtown Square,
Pennsylvania
|
$759K
|
–
|
–
|
–
|
|
|
405
|
NBC Securities
Birmingham,
Alabama
|
$758K
|
+$741K
|
+9,522
|
New
|
|
|
406
|
Private Advisory Group
Redmond,
Washington
|
$753K
|
-$646K
|
-8,301
|
-47%
|
|
|
407
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$743K
|
+$16K
|
+205
|
+2%
|
|
|
408
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$743K
|
+$16K
|
+205
|
+2%
|
|
|
409
|
Wealthspire Advisors (New York)
New York
|
$735K
|
+$163K
|
+2,099
|
+29%
|
|
|
410
|
Forum Financial Management
Lombard,
Illinois
|
$735K
|
–
|
–
|
–
|
|
|
411
|
TownSquare Capital
Provo,
Utah
|
$730K
|
+$60.5K
|
+777
|
+9%
|
|
|
412
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$727K
|
-$32.1K
|
-412
|
-4%
|
|
|
413
|
Virtus ETF Advisers
New York
|
$724K
|
-$127K
|
-1,636
|
-15%
|
|
|
414
|
Insight Wealth Strategies
San Ramon,
California
|
$720K
|
+$703K
|
+9,038
|
New
|
|
|
415
|
Harbor Advisors
West Palm Beach,
Florida
|
$717K
|
+$700K
|
+9,000
|
New
|
|
|
416
|
Strategy Asset Managers
Pasadena,
California
|
$713K
|
-$208K
|
-2,675
|
-23%
|
|
|
417
|
Summit Trail Advisors
New York
|
$702K
|
+$108K
|
+1,390
|
+19%
|
|
|
418
|
Covenant Partners
Nashville,
Tennessee
|
$700K
|
–
|
–
|
–
|
|
|
419
|
AE Wealth Management
Topeka,
Kansas
|
$698K
|
+$682K
|
+8,763
|
New
|
|
|
420
|
180 Wealth Advisors
Federal Way,
Washington
|
$698K
|
-$31.5K
|
-405
|
-4%
|
|
|
421
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$686K
|
-$46.6K
|
-599
|
-7%
|
|
|
422
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$654K
|
+$639K
|
+8,207
|
New
|
|
|
423
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$642K
|
-$6.77K
|
-87
|
-1%
|
|
|
424
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$639K
|
-$21.2K
|
-273
|
-3%
|
|
|
425
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$630K
|
+$107K
|
+1,380
|
+21%
|
|
