|
601
|
Williams Jones Wealth Management
New York
|
$545K
|
+$23.5K
|
+317
|
+5%
|
|
|
602
|
|
$542K
|
+$267K
|
+3,613
|
+101%
|
|
|
603
|
Cadence Bank
Tupelo,
Mississippi
|
$542K
|
+$3.48K
|
+47
|
+0.7%
|
|
|
604
|
Versor Investments
New York
|
$537K
|
+$527K
|
+7,120
|
New
|
|
|
605
|
Moody National Bank Trust Division
Galveston,
Texas
|
$536K
|
+$12.5K
|
+169
|
+2%
|
|
|
606
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$536K
|
-$1.22M
|
-16,490
|
-70%
|
|
|
607
|
Intrust Bank
Wichita,
Kansas
|
$535K
|
-$10.8K
|
-146
|
-2%
|
|
|
608
|
Trust Asset Management
Houston,
Texas
|
$529K
|
–
|
–
|
–
|
|
|
609
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$521K
|
-$38.1K
|
-514
|
-7%
|
|
|
610
|
Voya Financial Advisors
Windsor,
Connecticut
|
$521K
|
+$39.5K
|
+533
|
+8%
|
|
|
611
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$519K
|
-$38.9K
|
-526
|
-7%
|
|
|
612
|
CTC Alternative Strategies
Chicago,
Illinois
|
$512K
|
+$503K
|
+6,796
|
New
|
|
|
613
|
One Wealth Advisors
San Francisco,
California
|
$512K
|
+$488K
|
+6,598
|
New
|
|
|
614
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$512K
|
+$11.7K
|
+158
|
+2%
|
|
|
615
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$512K
|
+$146K
|
+1,966
|
+41%
|
|
|
616
|
Burney Company
Reston,
Virginia
|
$510K
|
-$24.1K
|
-326
|
-5%
|
|
|
617
|
NorthRock Partners
Minneapolis,
Minnesota
|
$506K
|
-$6.44K
|
-87
|
-1%
|
|
|
618
|
Atria Wealth Solutions
New York
|
$504K
|
+$37.9K
|
+512
|
+8%
|
|
|
619
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$503K
|
-$137K
|
-1,845
|
-22%
|
|
|
620
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$503K
|
+$34.1K
|
+461
|
+7%
|
|
|
621
|
Landaas & Company
Milwaukee,
Wisconsin
|
$500K
|
–
|
–
|
–
|
|
|
622
|
SVB Wealth
Boston,
Massachusetts
|
$494K
|
-$31.4K
|
-424
|
-6%
|
|
|
623
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$492K
|
+$58K
|
+783
|
+14%
|
|
|
624
|
Jump Financial
Chicago,
Illinois
|
$489K
|
+$124K
|
+1,671
|
+35%
|
|
|
625
|
|
$488K
|
–
|
–
|
–
|
|
