|
201
|
Lane & Associates
Moorestown,
New Jersey
|
$374K
|
–
|
–
|
–
|
|
|
202
|
Sierra Ocean
Ripon,
California
|
$372K
|
+$370K
|
+3,687
|
New
|
|
|
203
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$366K
|
+$301
|
+3
|
+0.1%
|
|
|
204
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$356K
|
–
|
–
|
–
|
|
|
205
|
SkyOak Wealth
Southfield,
Michigan
|
$352K
|
+$350K
|
+3,489
|
New
|
|
|
206
|
Secure Asset Management
Troy,
Michigan
|
$351K
|
+$54.4K
|
+542
|
+18%
|
|
|
207
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$350K
|
–
|
–
|
–
|
|
|
208
|
William Blair & Company
Chicago,
Illinois
|
$346K
|
+$502
|
+5
|
+0.1%
|
|
|
209
|
Lazard Asset Management
New York
|
$343K
|
+$337K
|
+3,360
|
+6,462%
|
|
|
210
|
SFMG Wealth Advisors
Plano,
Texas
|
$338K
|
+$11.4K
|
+114
|
+4%
|
|
|
211
|
Level Four Advisory Services
Dallas,
Texas
|
$336K
|
+$58.3K
|
+581
|
+21%
|
|
|
212
|
Thomasville National Bank
Thomasville,
Georgia
|
$333K
|
-$68.1K
|
-678
|
-17%
|
|
|
213
|
SBI Securities
Tokyo,
Japan
|
$328K
|
+$327K
|
+3,253
|
New
|
|
|
214
|
SFM LLC
Manchester,
New Hampshire
|
$327K
|
+$326K
|
+3,242
|
New
|
|
|
215
|
Gallagher Capital Advisors
Argyle,
Texas
|
$326K
|
+$325K
|
+3,233
|
New
|
|
|
216
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$325K
|
–
|
–
|
–
|
|
|
217
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$324K
|
–
|
–
|
–
|
|
|
218
|
Truist Financial
Charlotte,
North Carolina
|
$319K
|
-$259K
|
-2,579
|
-45%
|
|
|
219
|
Financial Council
Towson,
Maryland
|
$314K
|
–
|
–
|
–
|
|
|
220
|
Adell Harriman & Carpenter
Houston,
Texas
|
$312K
|
–
|
–
|
–
|
|
|
221
|
J.W. Cole Advisors
Tampa,
Florida
|
$307K
|
–
|
–
|
–
|
|
|
222
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$305K
|
+$304K
|
+3,029
|
New
|
|
|
223
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$305K
|
+$304K
|
+3,029
|
New
|
|
|
224
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$301K
|
–
|
–
|
–
|
|
|
225
|
IFP Advisors
Tampa,
Florida
|
$298K
|
+$100
|
+1
|
+0%
|
|
