|
201
|
|
$863K
|
+$956K
|
+19,007
|
New
|
|
|
202
|
Kestra Private Wealth Services
Austin,
Texas
|
$805K
|
-$25.5K
|
-507
|
-3%
|
|
|
203
|
DGS Capital Management
Jersey City,
New Jersey
|
$801K
|
-$31.9K
|
-634
|
-3%
|
|
|
204
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$795K
|
–
|
–
|
–
|
|
|
205
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$785K
|
+$870K
|
+17,300
|
New
|
|
|
206
|
SimplyRich
Carlsbad,
California
|
$785K
|
–
|
–
|
–
|
|
|
207
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$763K
|
+$845K
|
+16,805
|
New
|
|
|
208
|
World Investment Advisors
Santa Barbara,
California
|
$761K
|
+$35.5K
|
+705
|
+4%
|
|
|
209
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$713K
|
-$181K
|
-3,600
|
-19%
|
|
|
210
|
IEQ Capital
Foster City,
California
|
$696K
|
+$9.61K
|
+191
|
+1%
|
|
|
211
|
Summit Securities Group
New York
|
$695K
|
+$508K
|
+10,100
|
+194%
|
|
|
212
|
Savant Capital
Rockford,
Illinois
|
$689K
|
+$162K
|
+3,223
|
+27%
|
|
|
213
|
Ballentine Partners
Waltham,
Massachusetts
|
$686K
|
-$29.4K
|
-585
|
-4%
|
|
|
214
|
Confluence Investment Management
St. Louis,
Missouri
|
$674K
|
-$25.5K
|
-508
|
-3%
|
|
|
215
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$670K
|
+$93.3K
|
+1,856
|
+14%
|
|
|
216
|
Advisory Services Network
Atlanta,
Georgia
|
$653K
|
+$723K
|
+14,382
|
New
|
|
|
217
|
Asset One Wealth Management
Bellevue,
Washington
|
$649K
|
-$92.2K
|
-1,834
|
-11%
|
|
|
218
|
Farther Finance Advisors
San Francisco,
California
|
$620K
|
+$16.4K
|
+326
|
+3%
|
|
|
219
|
Aprio Wealth Management
Atlanta,
Georgia
|
$620K
|
+$19.2K
|
+382
|
+3%
|
|
|
220
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$613K
|
-$413K
|
-8,206
|
-38%
|
|
|
221
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$595K
|
-$66.3K
|
-1,318
|
-9%
|
|
|
222
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$575K
|
+$7.69K
|
+153
|
+1%
|
|
|
223
|
SignatureFD
Atlanta,
Georgia
|
$572K
|
-$5.13K
|
-102
|
-0.8%
|
|
|
224
|
Naviter Wealth
Little Rock,
Arkansas
|
$568K
|
+$41.1K
|
+818
|
+7%
|
|
|
225
|
D.A. Davidson & Co
Great Falls,
Montana
|
$549K
|
-$482K
|
-9,585
|
-44%
|
|
