|
201
|
Holderness Investments Company
Greensboro,
North Carolina
|
$324K
|
–
|
–
|
–
|
|
|
202
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$319K
|
+$9.7K
|
+160
|
+3%
|
|
|
203
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$317K
|
–
|
–
|
–
|
|
|
204
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$312K
|
-$11.9M
|
-196,556
|
-97%
|
|
|
205
|
Opulen Financial Group
Arlington,
Virginia
|
$312K
|
+$788
|
+13
|
+0.3%
|
|
|
206
|
HB Wealth Management
Atlanta,
Georgia
|
$307K
|
-$638K
|
-10,525
|
-68%
|
|
|
207
|
GWN Securities
Palm Beach Gardens,
Florida
|
$301K
|
-$245K
|
-4,035
|
-45%
|
|
|
208
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$296K
|
-$3.15K
|
-52
|
-1%
|
|
|
209
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$287K
|
+$545
|
+9
|
+0.2%
|
|
|
210
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$287K
|
+$284K
|
+4,689
|
New
|
|
|
211
|
Titleist Asset Management
San Antonio,
Texas
|
$283K
|
–
|
–
|
–
|
|
|
212
|
Fortress Financial Solutions
Tucson,
Arizona
|
$280K
|
+$11.3K
|
+186
|
+4%
|
|
|
213
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$279K
|
+$121
|
+2
|
+0%
|
|
|
214
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$277K
|
–
|
–
|
–
|
|
|
215
|
Silvercrest Asset Management
New York
|
$276K
|
-$15.2K
|
-250
|
-5%
|
|
|
216
|
Courage Miller Partners
Norfolk,
Virginia
|
$272K
|
–
|
–
|
–
|
|
|
217
|
Parallel Advisors
San Francisco,
California
|
$270K
|
+$3.64K
|
+60
|
+1%
|
|
|
218
|
Linscomb Wealth
Houston,
Texas
|
$270K
|
–
|
–
|
–
|
|
|
219
|
Cordant Inc
Portland,
Oregon
|
$255K
|
–
|
–
|
–
|
|
|
220
|
Jordan Park Group
San Francisco,
California
|
$253K
|
–
|
–
|
–
|
|
|
221
|
Gradient Capital Advisors
San Diego,
California
|
$252K
|
–
|
–
|
–
|
|
|
222
|
Evercore Wealth Management
New York
|
$251K
|
–
|
–
|
–
|
|
|
223
|
Bessemer Group
Woodbridge,
New Jersey
|
$245K
|
-$12.1K
|
-200
|
-5%
|
|
|
224
|
Cadence Bank
Tupelo,
Mississippi
|
$245K
|
–
|
–
|
–
|
|
|
225
|
Choreo LLC
Rockford,
Illinois
|
$243K
|
-$2.91K
|
-48
|
-1%
|
|
