|
201
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$387K
|
–
|
–
|
–
|
|
|
202
|
Freestone Capital Holdings
Seattle,
Washington
|
$385K
|
-$20.8K
|
-470
|
-5%
|
|
|
203
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$379K
|
+$51.1K
|
+1,153
|
+13%
|
|
|
204
|
Brown Advisory
Baltimore,
Maryland
|
$375K
|
–
|
–
|
–
|
|
|
205
|
Ellsworth Advisors
Hudson,
Ohio
|
$373K
|
-$10.5K
|
-236
|
-3%
|
|
|
206
|
EP Wealth Advisors
Torrance,
California
|
$369K
|
+$422K
|
+9,521
|
New
|
|
|
207
|
Truist Financial
Charlotte,
North Carolina
|
$363K
|
+$162K
|
+3,665
|
+64%
|
|
|
208
|
EFG International
Zurich,
|
$362K
|
+$414K
|
+9,350
|
New
|
|
|
209
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$360K
|
+$2.22K
|
+50
|
+0.5%
|
|
|
210
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$359K
|
+$25.6K
|
+578
|
+7%
|
|
|
211
|
Atria Investments
Charlotte,
North Carolina
|
$356K
|
+$407K
|
+9,187
|
New
|
|
|
212
|
Holderness Investments Company
Greensboro,
North Carolina
|
$349K
|
+$139K
|
+3,133
|
+53%
|
|
|
213
|
Advyzon Investment Management
Lisle,
Illinois
|
$348K
|
+$398K
|
+8,992
|
New
|
|
|
214
|
Joel Isaacson & Co
New York
|
$346K
|
–
|
–
|
–
|
|
|
215
|
McRae Capital Management
Morristown,
New Jersey
|
$345K
|
–
|
–
|
–
|
|
|
216
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$345K
|
-$17.8K
|
-401
|
-4%
|
|
|
217
|
Parallel Advisors
San Francisco,
California
|
$343K
|
-$3.19K
|
-72
|
-0.8%
|
|
|
218
|
Concord Wealth Partners
Abingdon,
Virginia
|
$340K
|
+$223K
|
+5,040
|
+135%
|
|
|
219
|
NTV Asset Management
Charleston,
West Virginia
|
$337K
|
-$44
|
-1
|
-0%
|
|
|
220
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$336K
|
+$244K
|
+5,500
|
+173%
|
|
|
221
|
Asset Planning Inc
Cypress,
California
|
$335K
|
+$22.2K
|
+500
|
+6%
|
|
|
222
|
Choreo LLC
Rockford,
Illinois
|
$333K
|
+$16K
|
+361
|
+4%
|
|
|
223
|
HBW Advisory Services
Simi Valley,
California
|
$327K
|
+$4.96K
|
+112
|
+1%
|
|
|
224
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$326K
|
+$38.4K
|
+866
|
+11%
|
|
|
225
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$324K
|
-$82.8K
|
-1,869
|
-18%
|
|
