|
501
|
Moody National Bank Trust Division
Galveston,
Texas
|
$207K
|
–
|
–
|
–
|
|
|
502
|
Mission Wealth Management
Santa Barbara,
California
|
$206K
|
+$219K
|
+650
|
New
|
|
|
503
|
Focus Partners Wealth
Boston,
Massachusetts
|
$206K
|
-$10.5K
|
-31
|
-5%
|
|
|
504
|
Atwood & Palmer
Kansas City,
Missouri
|
$206K
|
–
|
–
|
–
|
|
|
505
|
Boothbay Fund Management
New York
|
$205K
|
+$10.1K
|
+30
|
+5%
|
|
|
506
|
HM Payson & Co
Portland,
Maine
|
$205K
|
–
|
–
|
–
|
|
|
507
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$202K
|
-$12.8K
|
-38
|
-6%
|
|
|
508
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$200K
|
–
|
–
|
–
|
|
|
509
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$193K
|
–
|
–
|
–
|
|
|
510
|
Montag & Associates
Atlanta,
Georgia
|
$188K
|
–
|
–
|
–
|
|
|
511
|
Versant Capital Management
Phoenix,
Arizona
|
$177K
|
+$144K
|
+428
|
+327%
|
|
|
512
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$175K
|
+$58K
|
+172
|
+45%
|
|
|
513
|
Clearstead Advisors
Cleveland,
Ohio
|
$167K
|
+$10.8K
|
+32
|
+6%
|
|
|
514
|
Oakworth Capital
Birmingham,
Alabama
|
$163K
|
–
|
–
|
–
|
|
|
515
|
Pacifica Partners
Surrey,
Canada
|
$151K
|
–
|
–
|
–
|
|
|
516
|
SignatureFD
Atlanta,
Georgia
|
$150K
|
+$14.8K
|
+44
|
+10%
|
|
|
517
|
|
$150K
|
+$160K
|
+473
|
New
|
|
|
518
|
Globeflex Capital
San Diego,
California
|
$148K
|
–
|
–
|
–
|
|
|
519
|
Spire Wealth Management
Mclean,
Virginia
|
$143K
|
+$55.3K
|
+164
|
+57%
|
|
|
520
|
UMB Bank
Kansas City,
Missouri
|
$142K
|
+$93.5K
|
+277
|
+164%
|
|
|
521
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$133K
|
–
|
–
|
–
|
|
|
522
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$127K
|
–
|
–
|
–
|
|
|
523
|
Paradigm Asset Management
New York
|
$127K
|
–
|
–
|
–
|
|
|
524
|
Lindbrook Capital
Calabasas,
California
|
$120K
|
+$102K
|
+302
|
+403%
|
|
|
525
|
Clean Yield Group
Norwich,
Vermont
|
$111K
|
–
|
–
|
–
|
|
