|
201
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$719K
|
+$722K
|
+28,817
|
New
|
|
|
202
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$703K
|
+$118K
|
+4,700
|
+20%
|
|
|
203
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$677K
|
+$2.48K
|
+99
|
+0.4%
|
|
|
204
|
Rainier Family Wealth
Tacoma,
Washington
|
$671K
|
+$126K
|
+5,014
|
+23%
|
|
|
205
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$667K
|
+$19.4K
|
+774
|
+3%
|
|
|
206
|
Clark Asset Management
Stratham,
New Hampshire
|
$663K
|
–
|
–
|
–
|
|
|
207
|
HSBC Holdings
London,
United Kingdom
|
$661K
|
-$108K
|
-4,323
|
-14%
|
|
|
208
|
American Alpha Advisors
New York
|
$648K
|
–
|
–
|
–
|
|
|
209
|
Naples Global Advisors
Naples,
Florida
|
$640K
|
+$278K
|
+11,100
|
+76%
|
|
|
210
|
James J. Burns & Company
Melville,
New York
|
$634K
|
-$13.4K
|
-536
|
-2%
|
|
|
211
|
Clifford Group
Wayland,
Massachusetts
|
$626K
|
-$21.5K
|
-857
|
-3%
|
|
|
212
|
Ariadne Wealth Management
Santa Barbara,
California
|
$626K
|
–
|
–
|
–
|
|
|
213
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$622K
|
–
|
–
|
–
|
|
|
214
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$599K
|
-$1.2K
|
-48
|
-0.2%
|
|
|
215
|
Concurrent Investment Advisors
Tampa,
Florida
|
$596K
|
+$149K
|
+5,940
|
+33%
|
|
|
216
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$582K
|
–
|
–
|
–
|
|
|
217
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$582K
|
-$33K
|
-1,318
|
-5%
|
|
|
218
|
Saxon Interests
Houston,
Texas
|
$581K
|
-$3.58K
|
-143
|
-0.6%
|
|
|
219
|
AssetMark Inc
Concord,
California
|
$580K
|
+$480K
|
+19,147
|
+464%
|
|
|
220
|
OneAscent Financial Services
Birmingham,
Alabama
|
$558K
|
-$143K
|
-5,711
|
-20%
|
|
|
221
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$548K
|
-$26.7K
|
-1,065
|
-5%
|
|
|
222
|
Comerica Bank
Dallas,
Texas
|
$543K
|
-$76.5K
|
-3,054
|
-12%
|
|
|
223
|
|
$543K
|
+$547K
|
+21,809
|
New
|
|
|
224
|
Advisory Alpha
Holland,
Michigan
|
$540K
|
-$57.1K
|
-2,280
|
-10%
|
|
|
225
|
HB Wealth Management
Atlanta,
Georgia
|
$539K
|
-$473K
|
-18,874
|
-47%
|
|
