|
351
|
Pin Oak Investment Advisors
Houston,
Texas
|
$20K
|
–
|
–
|
–
|
|
|
352
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$18.4K
|
–
|
–
|
–
|
|
|
353
|
Asset Dedication LLC
San Francisco,
California
|
$18K
|
–
|
–
|
–
|
|
|
354
|
UMB Bank
Kansas City,
Missouri
|
$17.1K
|
–
|
–
|
–
|
|
|
355
|
Private Trust Company
Cleveland,
Ohio
|
$16.3K
|
–
|
–
|
–
|
|
|
356
|
Geneos Wealth Management
Englewood,
Colorado
|
$15.2K
|
+$583
|
+6
|
+4%
|
|
|
357
|
Principal Securities
Des Moines,
Iowa
|
$14.1K
|
+$12.6K
|
+130
|
New
|
|
|
358
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$13.7K
|
+$12.2K
|
+126
|
New
|
|
|
359
|
First Community Trust
Dubuque,
Iowa
|
$13.6K
|
–
|
–
|
–
|
|
|
360
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$13K
|
–
|
–
|
–
|
|
|
361
|
Financial Management Professionals
Austin,
Texas
|
$11K
|
+$9.71K
|
+100
|
New
|
|
|
362
|
Advisory Services Network
Atlanta,
Georgia
|
$9.96K
|
+$8.93K
|
+92
|
New
|
|
|
363
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$8.24K
|
–
|
–
|
–
|
|
|
364
|
LGT Financial Advisors
Dallas,
Texas
|
$8.03K
|
–
|
–
|
–
|
|
|
365
|
Clear Point Advisors
Melville,
New York
|
$6.73K
|
+$6.02K
|
+62
|
New
|
|
|
366
|
Global Retirement Partners
San Rafael,
California
|
$6.37K
|
+$3.4K
|
+35
|
+130%
|
|
|
367
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$6.29K
|
+$3.11K
|
+32
|
+123%
|
|
|
368
|
Blue Trust Inc
Alpharetta,
Georgia
|
$6K
|
+$4.37K
|
+45
|
+214%
|
|
|
369
|
Albion Financial Group
Salt Lake City,
Utah
|
$5.42K
|
–
|
–
|
–
|
|
|
370
|
Caldwell Trust
Venice,
Florida
|
$5.42K
|
–
|
–
|
–
|
|
|
371
|
Citadel Advisors
Miami,
Florida
|
$5.32K
|
-$11.3M
|
-116,488
|
-100%
|
|
|
372
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.99K
|
+$3.79K
|
+39
|
+557%
|
|
|
373
|
Abound Wealth Management
Franklin,
Tennessee
|
$4.63K
|
+$2.82K
|
+29
|
+207%
|
|
|
374
|
WhitTier Trust Company
Reno,
Nevada
|
$4.56K
|
–
|
–
|
–
|
|
|
375
|
Montag & Associates
Atlanta,
Georgia
|
$4.01K
|
–
|
–
|
–
|
|
