|
201
|
Arlington Trust
Birmingham,
Alabama
|
$428K
|
–
|
–
|
–
|
|
|
202
|
HSBC Holdings
London,
United Kingdom
|
$423K
|
–
|
–
|
–
|
|
|
203
|
SVB Wealth
Boston,
Massachusetts
|
$417K
|
-$38.2K
|
-636
|
-9%
|
|
|
204
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$409K
|
–
|
–
|
–
|
|
|
205
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$404K
|
+$391K
|
+6,504
|
New
|
|
|
206
|
Kestra Private Wealth Services
Austin,
Texas
|
$388K
|
+$35.1K
|
+584
|
+10%
|
|
|
207
|
National Wealth Management Group
Cincinnati,
Ohio
|
$372K
|
+$37.4K
|
+623
|
+12%
|
|
|
208
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$359K
|
-$395K
|
-6,570
|
-53%
|
|
|
209
|
Americana Partners
Houston,
Texas
|
$356K
|
+$68.8K
|
+1,146
|
+25%
|
|
|
210
|
Edge Wealth Management
New York
|
$351K
|
+$339K
|
+5,649
|
New
|
|
|
211
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$351K
|
-$43.8K
|
-730
|
-11%
|
|
|
212
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$350K
|
-$138K
|
-2,290
|
-29%
|
|
|
213
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$350K
|
-$133K
|
-2,207
|
-28%
|
|
|
214
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$343K
|
–
|
–
|
–
|
|
|
215
|
Alteri Wealth
Westlake Village,
California
|
$343K
|
+$6.97K
|
+116
|
+2%
|
|
|
216
|
Creative Financial Designs
Kokomo,
Indiana
|
$340K
|
+$50.8K
|
+846
|
+18%
|
|
|
217
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$338K
|
+$240
|
+4
|
+0.1%
|
|
|
218
|
Alterna Wealth Management
Houston,
Texas
|
$338K
|
+$14.4K
|
+240
|
+5%
|
|
|
219
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$317K
|
–
|
–
|
–
|
|
|
220
|
RWA Wealth Partners
Newton,
Massachusetts
|
$311K
|
–
|
–
|
–
|
|
|
221
|
Advisory Alpha
Holland,
Michigan
|
$309K
|
+$293K
|
+4,882
|
New
|
|
|
222
|
Cypress Wealth Services
Palm Desert,
California
|
$304K
|
–
|
–
|
–
|
|
|
223
|
Evercore Wealth Management
New York
|
$302K
|
–
|
–
|
–
|
|
|
224
|
MGO One Seven
Beachwood,
Ohio
|
$300K
|
+$290K
|
+4,833
|
New
|
|
|
225
|
WhitTier Trust Company
Reno,
Nevada
|
$299K
|
+$60
|
+1
|
+0%
|
|
