|
151
|
Copperwynd Financial
Scottsdale,
Arizona
|
$294K
|
–
|
–
|
–
|
|
|
152
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$293K
|
+$192K
|
+10,000
|
+167%
|
|
|
153
|
Summit Trail Advisors
New York
|
$279K
|
–
|
–
|
–
|
|
|
154
|
|
$277K
|
+$32.6K
|
+1,700
|
+13%
|
|
|
155
|
Financial Counselors Inc
Overland Park,
Kansas
|
$265K
|
–
|
–
|
–
|
|
|
156
|
Mraz Amerine & Associates
Modesto,
California
|
$260K
|
+$19.1K
|
+995
|
+8%
|
|
|
157
|
D.A. Davidson & Co
Great Falls,
Montana
|
$247K
|
–
|
–
|
–
|
|
|
158
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$244K
|
–
|
–
|
–
|
|
|
159
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$232K
|
+$243K
|
+12,650
|
New
|
|
|
160
|
Capital One Financial
Mclean,
Virginia
|
$231K
|
-$96K
|
-5,000
|
-28%
|
|
|
161
|
Keel Point
Huntsville,
Alabama
|
$222K
|
+$233K
|
+12,126
|
New
|
|
|
162
|
Occidental Asset Management
Burlingame,
California
|
$220K
|
+$230K
|
+12,000
|
New
|
|
|
163
|
Truist Financial
Charlotte,
North Carolina
|
$209K
|
-$2.31M
|
-120,200
|
-91%
|
|
|
164
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$205K
|
+$215K
|
+11,180
|
New
|
|
|
165
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$204K
|
+$213K
|
+11,105
|
New
|
|
|
166
|
Regions Financial Corp
Birmingham,
Alabama
|
$202K
|
–
|
–
|
–
|
|
|
167
|
NewEdge Advisors
New Orleans,
Louisiana
|
$200K
|
-$47.1K
|
-2,456
|
-18%
|
|
|
168
|
Financial Sense Advisors
San Diego,
California
|
$200K
|
+$209K
|
+10,900
|
New
|
|
|
169
|
Tocqueville Asset Management
New York
|
$187K
|
–
|
–
|
–
|
|
|
170
|
Davidson Trust Company
Seattle,
Washington
|
$186K
|
–
|
–
|
–
|
|
|
171
|
Lazard Asset Management
New York
|
$185K
|
–
|
–
|
–
|
|
|
172
|
Coastline Trust
Providence,
Rhode Island
|
$183K
|
+$192K
|
+10,000
|
New
|
|
|
173
|
Whittier Trust
South Pasadena,
California
|
$161K
|
-$4.45K
|
-232
|
-3%
|
|
|
174
|
Belpointe Asset Management
Reno,
Nevada
|
$151K
|
-$1.1M
|
-57,451
|
-87%
|
|
|
175
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$147K
|
–
|
–
|
–
|
|
