|
201
|
Avantax Advisory Services
Dallas,
Texas
|
$318K
|
+$319K
|
+7,117
|
New
|
|
|
202
|
Fiduciary Trust
Boston,
Massachusetts
|
$315K
|
–
|
–
|
–
|
|
|
203
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$312K
|
-$113K
|
-2,530
|
-27%
|
|
|
204
|
Truist Financial
Charlotte,
North Carolina
|
$312K
|
-$1.3K
|
-29
|
-0.4%
|
|
|
205
|
Lido Advisors
Los Angeles,
California
|
$305K
|
-$39.2K
|
-876
|
-11%
|
|
|
206
|
|
$305K
|
+$307K
|
+6,850
|
New
|
|
|
207
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$298K
|
–
|
–
|
–
|
|
|
208
|
SignatureFD
Atlanta,
Georgia
|
$290K
|
+$89.6K
|
+2,000
|
+44%
|
|
|
209
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$289K
|
+$34.1K
|
+762
|
+13%
|
|
|
210
|
Naples Global Advisors
Naples,
Florida
|
$287K
|
-$13.4K
|
-300
|
-4%
|
|
|
211
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$283K
|
–
|
–
|
–
|
|
|
212
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$266K
|
+$58.3K
|
+1,301
|
+28%
|
|
|
213
|
North Star Investment Management
Chicago,
Illinois
|
$263K
|
-$35.9K
|
-802
|
-12%
|
|
|
214
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$263K
|
+$265K
|
+5,912
|
New
|
|
|
215
|
Prosperity Planning
Kansas City,
Missouri
|
$261K
|
–
|
–
|
–
|
|
|
216
|
Pinnacle Associates
New York
|
$259K
|
–
|
–
|
–
|
|
|
217
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$258K
|
–
|
–
|
–
|
|
|
218
|
Wedbush Securities
Los Angeles,
California
|
$258K
|
+$26.9K
|
+600
|
+12%
|
|
|
219
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$242K
|
–
|
–
|
–
|
|
|
220
|
Waterfront Wealth
Overland Park,
Kansas
|
$242K
|
+$15.4K
|
+344
|
+7%
|
|
|
221
|
Fortis Advisors
Wayne,
Pennsylvania
|
$238K
|
+$134
|
+3
|
+0.1%
|
|
|
222
|
Angeles Investment Advisors
Santa Monica,
California
|
$232K
|
–
|
–
|
–
|
|
|
223
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$231K
|
-$129K
|
-2,878
|
-36%
|
|
|
224
|
Mather Group
Chicago,
Illinois
|
$214K
|
+$215K
|
+4,801
|
New
|
|
|
225
|
Nadler Financial Group
Deerfield,
Illinois
|
$210K
|
–
|
–
|
–
|
|
