|
401
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$210K
|
+$202K
|
+3,539
|
New
|
|
|
402
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$209K
|
+$202K
|
+3,534
|
New
|
|
|
403
|
Wealthspire Advisors (New York)
New York
|
$208K
|
+$201K
|
+3,516
|
New
|
|
|
404
|
Howard Financial Services
Dallas,
Texas
|
$208K
|
+$200K
|
+3,509
|
New
|
|
|
405
|
GeoWealth Management
Chicago,
Illinois
|
$207K
|
-$13.3K
|
-233
|
-6%
|
|
|
406
|
Source Financial Advisors
New York
|
$207K
|
-$13.3K
|
-233
|
-6%
|
|
|
407
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$206K
|
+$198K
|
+3,472
|
New
|
|
|
408
|
KeyBank National Association
Cleveland,
Ohio
|
$205K
|
-$18K
|
-315
|
-8%
|
|
|
409
|
Gibson Capital
Wexford,
Pennsylvania
|
$203K
|
+$196K
|
+3,425
|
New
|
|
|
410
|
TrinityPoint Wealth
Milford,
Connecticut
|
$203K
|
-$8.57K
|
-150
|
-4%
|
|
|
411
|
Cypress Wealth Services
Palm Desert,
California
|
$202K
|
+$195K
|
+3,417
|
New
|
|
|
412
|
Clearstead Trust
Portland,
Maine
|
$201K
|
–
|
–
|
–
|
|
|
413
|
Atria Investments
Charlotte,
North Carolina
|
$201K
|
-$140K
|
-2,455
|
-42%
|
|
|
414
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$198K
|
+$5.31K
|
+93
|
+3%
|
|
|
415
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$196K
|
-$3.43K
|
-60
|
-2%
|
|
|
416
|
Activest Wealth Management
Aventure,
Florida
|
$195K
|
+$114
|
+2
|
+0.1%
|
|
|
417
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$182K
|
+$176K
|
+3,080
|
New
|
|
|
418
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$181K
|
+$131K
|
+2,300
|
+307%
|
|
|
419
|
MGB Wealth Management
Addison,
Texas
|
$179K
|
–
|
–
|
–
|
|
|
420
|
Peterson Wealth Services
South Ogden,
Utah
|
$172K
|
+$166K
|
+2,910
|
New
|
|
|
421
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$168K
|
–
|
–
|
–
|
|
|
422
|
Matthew Hamilton Rosenberg
|
$168K
|
-$4.85K
|
-85
|
-3%
|
|
|
423
|
Biltmore Family Office
Charlotte,
North Carolina
|
$160K
|
–
|
–
|
–
|
|
|
424
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$153K
|
–
|
–
|
–
|
|
|
425
|
FAS Wealth Partners
Leawood,
Kansas
|
$146K
|
–
|
–
|
–
|
|
