|
601
|
Atria Investments
Charlotte,
North Carolina
|
$962K
|
+$225K
|
+2,743
|
+32%
|
|
|
602
|
Blue Trust Inc
Alpharetta,
Georgia
|
$956K
|
+$300K
|
+3,661
|
+48%
|
|
|
603
|
First Foundation Advisors
Irvine,
California
|
$950K
|
-$2.34M
|
-28,537
|
-72%
|
|
|
604
|
Suvretta Capital Management
New York
|
$946K
|
–
|
–
|
–
|
|
|
605
|
Caprock Group
Boise,
Idaho
|
$944K
|
+$407K
|
+4,964
|
+81%
|
|
|
606
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$933K
|
+$40.1K
|
+489
|
+5%
|
|
|
607
|
Conway Capital Management
Burbank,
California
|
$929K
|
-$20.5K
|
-250
|
-2%
|
|
|
608
|
McMillan Office
St. Clair Shores,
Michigan
|
$928K
|
+$894K
|
+10,890
|
New
|
|
|
609
|
J.W. Cole Advisors
Tampa,
Florida
|
$926K
|
+$8.78K
|
+107
|
+1%
|
|
|
610
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$923K
|
-$49.9K
|
-608
|
-5%
|
|
|
611
|
D.A. Davidson & Co
Great Falls,
Montana
|
$920K
|
+$60.1K
|
+732
|
+7%
|
|
|
612
|
Fiduciary Trust
Boston,
Massachusetts
|
$910K
|
-$11.2K
|
-137
|
-1%
|
|
|
613
|
Independent Financial Group
San Diego,
California
|
$907K
|
-$164
|
-2
|
-0%
|
|
|
614
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$901K
|
+$20.1K
|
+245
|
+2%
|
|
|
615
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$897K
|
–
|
–
|
–
|
|
|
616
|
Meeder Advisory Services
Dublin,
Ohio
|
$895K
|
+$302K
|
+3,686
|
+54%
|
|
|
617
|
First National Trust
Hermitage,
Pennsylvania
|
$894K
|
+$861K
|
+10,492
|
New
|
|
|
618
|
Belpointe Asset Management
Reno,
Nevada
|
$892K
|
+$859K
|
+10,468
|
New
|
|
|
619
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$892K
|
+$859K
|
+10,468
|
New
|
|
|
620
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$887K
|
+$9.93K
|
+121
|
+1%
|
|
|
621
|
Phoenix Financial
Givatayim,
Israel
|
$886K
|
+$534K
|
+6,502
|
+167%
|
|
|
622
|
GAMMA Investing
Foster City,
California
|
$885K
|
+$43.7K
|
+532
|
+5%
|
|
|
623
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$885K
|
+$12.3K
|
+150
|
+1%
|
|
|
624
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$875K
|
-$1.31K
|
-16
|
-0.2%
|
|
|
625
|
1ST Source Bank
South Bend,
Indiana
|
$869K
|
–
|
–
|
–
|
|
