|
401
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$259K
|
+$104K
|
+2,182
|
+80%
|
|
|
402
|
TCW Group
Los Angeles,
California
|
$259K
|
-$7.8K
|
-163
|
-3%
|
|
|
403
|
GTS Securities
Miami,
Florida
|
$255K
|
-$9.76K
|
-204
|
-4%
|
|
|
404
|
QTR Family Wealth
Lake Mary,
Florida
|
$253K
|
+$229K
|
+4,787
|
New
|
|
|
405
|
Proficio Capital Partners
Newton,
Massachusetts
|
$252K
|
+$228K
|
+4,764
|
New
|
|
|
406
|
ALPS Advisors
Denver,
Colorado
|
$251K
|
+$7.89K
|
+165
|
+4%
|
|
|
407
|
MUFG Securities Americas
New York
|
$250K
|
+$19.5K
|
+408
|
+9%
|
|
|
408
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$247K
|
+$244K
|
+5,104
|
New
|
|
|
409
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$246K
|
+$223K
|
+4,655
|
New
|
|
|
410
|
Empirical Wealth Management
Seattle,
Washington
|
$243K
|
-$58.8K
|
-1,228
|
-21%
|
|
|
411
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$240K
|
–
|
–
|
–
|
|
|
412
|
KeyBank National Association
Cleveland,
Ohio
|
$239K
|
+$216K
|
+4,520
|
New
|
|
|
413
|
West Family Investments
Carlsbad,
California
|
$238K
|
+$216K
|
+4,512
|
New
|
|
|
414
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$237K
|
-$1K
|
-21
|
-0.5%
|
|
|
415
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$235K
|
+$213K
|
+4,451
|
New
|
|
|
416
|
Wealthspire Advisors (New York)
New York
|
$235K
|
-$16K
|
-334
|
-7%
|
|
|
417
|
Savvy Advisors Inc
New York
|
$232K
|
+$210K
|
+4,384
|
New
|
|
|
418
|
Mission Wealth Management
Santa Barbara,
California
|
$227K
|
+$206K
|
+4,296
|
New
|
|
|
419
|
Copley Financial Group
San Diego,
California
|
$227K
|
-$118K
|
-2,469
|
-37%
|
|
|
420
|
Parallel Advisors
San Francisco,
California
|
$226K
|
+$9.43K
|
+197
|
+5%
|
|
|
421
|
VestGen Advisors
Inverness,
Illinois
|
$220K
|
+$199K
|
+4,168
|
New
|
|
|
422
|
Virtue Capital Management
Brentwood,
Tennessee
|
$217K
|
+$196K
|
+4,100
|
New
|
|
|
423
|
Kestra Advisory Services
Austin,
Texas
|
$216K
|
+$195K
|
+4,086
|
New
|
|
|
424
|
Nykredit A/S
Nordhavn,
Denmark
|
$215K
|
+$195K
|
+4,072
|
New
|
|
|
425
|
Bessemer Group
Woodbridge,
New Jersey
|
$214K
|
+$72.3K
|
+1,512
|
+59%
|
|
