|
676
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$232K
|
–
|
–
|
–
|
|
|
677
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$232K
|
–
|
–
|
–
|
|
|
678
|
American Trust
Lexington,
Kentucky
|
$230K
|
-$10.6K
|
-105
|
-4%
|
|
|
679
|
Institute for Wealth Management
Denver,
Colorado
|
$229K
|
–
|
–
|
–
|
|
|
680
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
681
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$227K
|
–
|
–
|
–
|
|
|
682
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$227K
|
–
|
–
|
–
|
|
|
683
|
Capital Group Private Client Services
Los Angeles,
California
|
$226K
|
-$71.4M
|
-705,999
|
-100%
|
|
|
684
|
TriaGen Wealth Management
Calabasas,
California
|
$225K
|
-$22.8K
|
-225
|
-8%
|
|
|
685
|
Hilltop Holdings
Dallas,
Texas
|
$222K
|
-$54.6K
|
-540
|
-18%
|
|
|
686
|
|
$222K
|
-$17.6K
|
-174
|
-7%
|
|
|
687
|
Montag & Associates
Atlanta,
Georgia
|
$217K
|
-$24.1K
|
-238
|
-9%
|
|
|
688
|
Equitable Holdings
New York
|
$217K
|
+$242K
|
+2,391
|
New
|
|
|
689
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$211K
|
-$32.1K
|
-317
|
-12%
|
|
|
690
|
First Bank & Trust
Brookings,
South Dakota
|
$210K
|
-$3.04K
|
-30
|
-1%
|
|
|
691
|
Welch & Forbes
Boston,
Massachusetts
|
$210K
|
–
|
–
|
–
|
|
|
692
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$209K
|
-$3.04K
|
-30
|
-1%
|
|
|
693
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$209K
|
+$209K
|
+2,070
|
New
|
|
|
694
|
Renaissance Group
Covington,
Kentucky
|
$206K
|
–
|
–
|
–
|
|
|
695
|
SouthState Corp
Winter Haven,
Florida
|
$206K
|
–
|
–
|
–
|
|
|
696
|
Petrus Trust Company
Dallas,
Texas
|
$206K
|
+$229K
|
+2,267
|
New
|
|
|
697
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$203K
|
-$181K
|
-1,789
|
-44%
|
|
|
698
|
Rothschild Investment LLC
Chicago,
Illinois
|
$203K
|
-$3.34K
|
-33
|
-1%
|
|
|
699
|
IHT Wealth Management
Chicago,
Illinois
|
$203K
|
+$226K
|
+2,232
|
New
|
|
|
700
|
CPWM LLC
Seattle,
Washington
|
$202K
|
-$21K
|
-208
|
-9%
|
|