|
301
|
Burney Company
Reston,
Virginia
|
$433K
|
+$29.8K
|
+699
|
+7%
|
|
|
302
|
Moody National Bank Trust Division
Galveston,
Texas
|
$423K
|
–
|
–
|
–
|
|
|
303
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$418K
|
–
|
–
|
–
|
|
|
304
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$416K
|
+$66.4K
|
+1,559
|
+19%
|
|
|
305
|
Cardiff Park Advisors
Carlsbad,
California
|
$413K
|
+$6.31K
|
+148
|
+2%
|
|
|
306
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$412K
|
-$7.8K
|
-183
|
-2%
|
|
|
307
|
Marcum Wealth
Cleveland,
Ohio
|
$412K
|
+$131K
|
+3,083
|
+46%
|
|
|
308
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$407K
|
-$382K
|
-8,967
|
-48%
|
|
|
309
|
Icon Wealth Partners
Houston,
Texas
|
$405K
|
+$27K
|
+634
|
+7%
|
|
|
310
|
Atria Wealth Solutions
New York
|
$390K
|
+$394K
|
+9,246
|
New
|
|
|
311
|
Silver Oak Securities
Jackson,
Tennessee
|
$389K
|
+$387K
|
+9,079
|
New
|
|
|
312
|
Hendershot Investments
Centreville,
Virginia
|
$386K
|
–
|
–
|
–
|
|
|
313
|
Oppenheimer & Co
New York
|
$384K
|
-$181K
|
-4,243
|
-32%
|
|
|
314
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$378K
|
+$92.5K
|
+2,171
|
+32%
|
|
|
315
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$377K
|
+$938
|
+22
|
+0.2%
|
|
|
316
|
Avantax Advisory Services
Dallas,
Texas
|
$374K
|
+$382K
|
+8,964
|
New
|
|
|
317
|
WealthSource Partners
San Luis Obispo,
California
|
$370K
|
-$12.8K
|
-301
|
-3%
|
|
|
318
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$367K
|
+$119K
|
+2,781
|
+47%
|
|
|
319
|
Stokes Family Office
New Orleans,
Louisiana
|
$366K
|
+$10.1K
|
+236
|
+3%
|
|
|
320
|
Corient Capital Partners
Newport Beach,
California
|
$366K
|
+$109K
|
+2,557
|
+42%
|
|
|
321
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$365K
|
–
|
–
|
–
|
|
|
322
|
Wedbush Securities
Los Angeles,
California
|
$363K
|
+$39.6K
|
+929
|
+12%
|
|
|
323
|
Scotia Capital
Toronto,
Ontario, Canada
|
$361K
|
-$55K
|
-1,291
|
-13%
|
|
|
324
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$361K
|
+$93.6K
|
+2,197
|
+35%
|
|
|
325
|
Bridgefront Capital
Austin,
Texas
|
$361K
|
+$365K
|
+8,573
|
New
|
|
