|
26
|
Epic Trust Investment Advisors
Richland,
Washington
|
$238K
|
+$236K
|
+10,591
|
New
|
|
|
27
|
Granite Harbor Advisors
Houston,
Texas
|
$218K
|
+$215K
|
+9,681
|
New
|
|
|
28
|
JDM Financial Group
Austin,
Texas
|
$206K
|
+$64.2K
|
+2,887
|
+46%
|
|
|
29
|
First Ascent Asset Management
Denver,
Colorado
|
$206K
|
+$204K
|
+9,156
|
New
|
|
|
30
|
Steward Partners Investment Advisory
New York
|
$161K
|
+$160K
|
+7,176
|
New
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$135K
|
+$133K
|
+5,991
|
New
|
|
|
32
|
Community Bank
Dewitt,
New York
|
$133K
|
+$132K
|
+5,939
|
New
|
|
|
33
|
Global Retirement Partners
San Rafael,
California
|
$84.4K
|
+$245
|
+11
|
+0.3%
|
|
|
34
|
Barrett & Company
Providence,
Rhode Island
|
$41.6K
|
–
|
–
|
–
|
|
|
35
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$35.8K
|
–
|
–
|
–
|
|
|
36
|
Belpointe Asset Management
Reno,
Nevada
|
$17.4K
|
–
|
–
|
–
|
|
|
37
|
Advisory Services Network
Atlanta,
Georgia
|
$13.6K
|
–
|
–
|
–
|
|
|
38
|
Central Trust Company
Jefferson City,
Missouri
|
$3.06K
|
+$3.02K
|
+136
|
New
|
|
|
39
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$543K
|
-24,758
|
Closed
|
|
|
40
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$266K
|
-12,124
|
Closed
|
|
