|
201
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$628K
|
–
|
–
|
–
|
|
|
202
|
Steward Partners Investment Advisory
New York
|
$625K
|
+$147K
|
+2,246
|
+32%
|
|
|
203
|
Montecito Bank & Trust
Santa Barbara,
California
|
$621K
|
-$9.25K
|
-141
|
-1%
|
|
|
204
|
Concurrent Investment Advisors
Tampa,
Florida
|
$613K
|
-$20.6K
|
-314
|
-3%
|
|
|
205
|
Financial & Tax Architects
St Louis,
Missouri
|
$606K
|
+$174K
|
+2,659
|
+42%
|
|
|
206
|
CIBC World Market
Toronto,
Ontario, Canada
|
$596K
|
+$13K
|
+198
|
+2%
|
|
|
207
|
Firestone Capital Management
Coral Gables,
Florida
|
$583K
|
–
|
–
|
–
|
|
|
208
|
Advisory Services Network
Atlanta,
Georgia
|
$573K
|
-$46.6K
|
-711
|
-8%
|
|
|
209
|
Moors & Cabot
Boston,
Massachusetts
|
$573K
|
+$35.2K
|
+536
|
+7%
|
|
|
210
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$560K
|
-$15.7K
|
-240
|
-3%
|
|
|
211
|
HB Wealth Management
Atlanta,
Georgia
|
$556K
|
-$147K
|
-2,248
|
-21%
|
|
|
212
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$551K
|
–
|
–
|
–
|
|
|
213
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$545K
|
-$19.2K
|
-293
|
-3%
|
|
|
214
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$545K
|
+$96.7K
|
+1,474
|
+22%
|
|
|
215
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$540K
|
–
|
–
|
–
|
|
|
216
|
Newport Capital Group
Red Bank,
New Jersey
|
$540K
|
-$60K
|
-915
|
-10%
|
|
|
217
|
CreativeOne Wealth
Overland Park,
Kansas
|
$535K
|
+$93.4K
|
+1,424
|
+22%
|
|
|
218
|
AQR Capital Management
Greenwich,
Connecticut
|
$523K
|
+$512K
|
+7,805
|
New
|
|
|
219
|
Richmond Investment Services
Mequon,
Wisconsin
|
$499K
|
+$65.9K
|
+1,004
|
+16%
|
|
|
220
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$495K
|
+$41.5K
|
+632
|
+9%
|
|
|
221
|
Baron Wealth Management
Troy,
Michigan
|
$490K
|
–
|
–
|
–
|
|
|
222
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$479K
|
+$469K
|
+7,147
|
New
|
|
|
223
|
Bell Bank
Fargo,
North Dakota
|
$469K
|
–
|
–
|
–
|
|
|
224
|
Teachers Insurance & Annuity Association of America
New York
|
$465K
|
–
|
–
|
–
|
|
|
225
|
Atomi Financial Group
New York
|
$452K
|
–
|
–
|
–
|
|
