|
551
|
Moody National Bank Trust Division
Galveston,
Texas
|
$307K
|
–
|
–
|
–
|
|
|
552
|
Founders Financial Securities
Towson,
Maryland
|
$302K
|
+$14.3K
|
+130
|
+5%
|
|
|
553
|
|
$298K
|
-$9.13M
|
-82,733
|
-97%
|
|
|
554
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$297K
|
+$12.3K
|
+111
|
+4%
|
|
|
555
|
Kestra Private Wealth Services
Austin,
Texas
|
$295K
|
+$290K
|
+2,629
|
New
|
|
|
556
|
Legacy Private Trust
Neenah,
Wisconsin
|
$293K
|
-$109K
|
-990
|
-27%
|
|
|
557
|
SKBA Capital Management
San Francisco,
California
|
$291K
|
–
|
–
|
–
|
|
|
558
|
Platform Technology Partners
New York
|
$290K
|
–
|
–
|
–
|
|
|
559
|
Fort Point Capital Partners
San Francisco,
California
|
$288K
|
+$2.98K
|
+27
|
+1%
|
|
|
560
|
Great Lakes Retirement
Sandusky,
Ohio
|
$287K
|
+$282K
|
+2,557
|
New
|
|
|
561
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$285K
|
+$13K
|
+118
|
+5%
|
|
|
562
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$284K
|
+$280K
|
+2,535
|
New
|
|
|
563
|
NorthRock Partners
Minneapolis,
Minnesota
|
$282K
|
+$277K
|
+2,510
|
New
|
|
|
564
|
Institute for Wealth Management
Denver,
Colorado
|
$280K
|
-$2.21K
|
-20
|
-0.8%
|
|
|
565
|
OneAscent Financial Services
Birmingham,
Alabama
|
$279K
|
-$67.2K
|
-609
|
-20%
|
|
|
566
|
Valeo Financial Advisors
Carmel,
Indiana
|
$277K
|
+$273K
|
+2,473
|
New
|
|
|
567
|
River Street Advisors
Aurora,
Illinois
|
$277K
|
+$8.39K
|
+76
|
+3%
|
|
|
568
|
Forum Financial Management
Lombard,
Illinois
|
$276K
|
+$272K
|
+2,460
|
New
|
|
|
569
|
Symmetry Partners
Glastonbury,
Connecticut
|
$274K
|
–
|
–
|
–
|
|
|
570
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$273K
|
+$268K
|
+2,432
|
New
|
|
|
571
|
Neumann Capital Management
Foster City,
California
|
$272K
|
–
|
–
|
–
|
|
|
572
|
Lido Advisors
Los Angeles,
California
|
$261K
|
+$11K
|
+100
|
+4%
|
|
|
573
|
Siemens Fonds Invest
Munich,
Germany
|
$257K
|
-$3.2K
|
-29
|
-1%
|
|
|
574
|
SVB Wealth
Boston,
Massachusetts
|
$257K
|
-$35.5K
|
-322
|
-12%
|
|
|
575
|
Marco Investment Management
Atlanta,
Georgia
|
$253K
|
-$20.8K
|
-188
|
-8%
|
|
