|
301
|
EPG Wealth Management
Atlanta,
Georgia
|
$217K
|
+$201K
|
+6,452
|
New
|
|
|
302
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$214K
|
+$199K
|
+6,384
|
New
|
|
|
303
|
Coastline Trust
Providence,
Rhode Island
|
$212K
|
+$197K
|
+6,310
|
New
|
|
|
304
|
Raymond James Trust
St. Petersburg,
Florida
|
$212K
|
+$197K
|
+6,322
|
New
|
|
|
305
|
AE Wealth Management
Topeka,
Kansas
|
$210K
|
+$195K
|
+6,253
|
New
|
|
|
306
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$208K
|
+$193K
|
+6,190
|
New
|
|
|
307
|
Kestra Private Wealth Services
Austin,
Texas
|
$201K
|
+$187K
|
+6,000
|
New
|
|
|
308
|
Key Financial Inc
West Chester,
Pennsylvania
|
$179K
|
–
|
–
|
–
|
|
|
309
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$179K
|
+$79.7K
|
+2,559
|
+91%
|
|
|
310
|
Brown Brothers Harriman & Co
New York
|
$173K
|
–
|
–
|
–
|
|
|
311
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$167K
|
-$20.4K
|
-656
|
-12%
|
|
|
312
|
Lazard Asset Management
New York
|
$158K
|
+$148K
|
+4,743
|
New
|
|
|
313
|
Pin Oak Investment Advisors
Houston,
Texas
|
$142K
|
–
|
–
|
–
|
|
|
314
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$139K
|
+$129K
|
+4,142
|
New
|
|
|
315
|
Allworth Financial
Folsom,
California
|
$138K
|
+$4.08K
|
+131
|
+3%
|
|
|
316
|
Maverick Capital
Dallas,
Texas
|
$122K
|
-$955K
|
-30,668
|
-89%
|
|
|
317
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$120K
|
+$80.2K
|
+2,573
|
+257%
|
|
|
318
|
Geneos Wealth Management
Englewood,
Colorado
|
$106K
|
-$1.25K
|
-40
|
-1%
|
|
|
319
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$105K
|
+$97.9K
|
+3,144
|
New
|
|
|
320
|
Covestor
London,
United Kingdom
|
$104K
|
+$96.5K
|
+3,097
|
New
|
|
|
321
|
WhitTier Trust Company
Reno,
Nevada
|
$100K
|
–
|
–
|
–
|
|
|
322
|
State of Wyoming
Cheyenne,
Wyoming
|
$98K
|
+$91.1K
|
+2,925
|
New
|
|
|
323
|
Spire Wealth Management
Mclean,
Virginia
|
$95K
|
+$4.36K
|
+140
|
+5%
|
|
|
324
|
Meeder Asset Management
Dublin,
Ohio
|
$94K
|
-$339K
|
-10,885
|
-80%
|
|
|
325
|
CoreCap Advisors
Southfield,
Michigan
|
$90K
|
+$83.4K
|
+2,678
|
New
|
|
