|
201
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$226K
|
+$228K
|
+3,217
|
New
|
|
|
202
|
International Assets Investment Management
Orlando,
Florida
|
$226K
|
-$53.8K
|
-759
|
-19%
|
|
|
203
|
Rathbones Group
Liverpool,
United Kingdom
|
$221K
|
-$19.3K
|
-272
|
-8%
|
|
|
204
|
Norris Financial Group
Greenville,
South Carolina
|
$217K
|
+$17.2K
|
+242
|
+9%
|
|
|
205
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$215K
|
+$217K
|
+3,062
|
New
|
|
|
206
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$214K
|
–
|
–
|
–
|
|
|
207
|
Triad Wealth Partners
Lawrence,
Kansas
|
$211K
|
-$314K
|
-4,426
|
-60%
|
|
|
208
|
IFS Group
York,
Pennsylvania
|
$208K
|
+$210K
|
+2,960
|
New
|
|
|
209
|
NTV Asset Management
Charleston,
West Virginia
|
$208K
|
–
|
–
|
–
|
|
|
210
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$206K
|
-$9.21K
|
-130
|
-4%
|
|
|
211
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$203K
|
-$24K
|
-338
|
-10%
|
|
|
212
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$203K
|
+$100K
|
+1,414
|
+96%
|
|
|
213
|
Private Client Services
Louisville,
Kentucky
|
$202K
|
-$3.19K
|
-45
|
-2%
|
|
|
214
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$201K
|
+$203K
|
+2,857
|
New
|
|
|
215
|
Graney & King
Latham,
New York
|
$198K
|
-$10.1K
|
-142
|
-5%
|
|
|
216
|
J. Safra Asset Management
New York
|
$188K
|
+$7.66K
|
+108
|
+4%
|
|
|
217
|
Bessemer Group
Woodbridge,
New Jersey
|
$181K
|
+$182K
|
+2,570
|
New
|
|
|
218
|
UBS Group
Zurich,
Switzerland
|
$141K
|
-$1.69M
|
-23,909
|
-92%
|
|
|
219
|
Private Trust Company
Cleveland,
Ohio
|
$127K
|
-$48.3K
|
-681
|
-27%
|
|
|
220
|
Tucker Asset Management
Littleton,
Colorado
|
$127K
|
-$29.1K
|
-410
|
-19%
|
|
|
221
|
|
$120K
|
+$17.7K
|
+250
|
+17%
|
|
|
222
|
Rossby Financial
Melbourne,
Florida
|
$119K
|
+$58.3K
|
+823
|
+95%
|
|
|
223
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$115K
|
+$8.01K
|
+113
|
+7%
|
|
|
224
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$100K
|
-$12K
|
-169
|
-10%
|
|
|
225
|
Oakworth Capital
Birmingham,
Alabama
|
$98.5K
|
–
|
–
|
–
|
|
