|
451
|
BankPlus Trust Department
Jackson,
Mississippi
|
$173K
|
+$183K
|
+4,669
|
New
|
|
|
452
|
Copia Wealth Management
Bend,
Oregon
|
$166K
|
+$175K
|
+4,481
|
New
|
|
|
453
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$164K
|
–
|
–
|
–
|
|
|
454
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$161K
|
+$170K
|
+4,334
|
New
|
|
|
455
|
SYM Financial Corp
Winona Lake,
Indiana
|
$160K
|
–
|
–
|
–
|
|
|
456
|
Bogart Wealth LLC
Mclean,
Virginia
|
$158K
|
-$59.3M
|
-1,515,283
|
-100%
|
|
|
457
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$148K
|
+$20.9K
|
+534
|
+15%
|
|
|
458
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$142K
|
-$208K
|
-5,322
|
-58%
|
|
|
459
|
Red Tortoise LLC
Atlanta,
Georgia
|
$126K
|
+$1.53K
|
+39
|
+1%
|
|
|
460
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$126K
|
+$133K
|
+3,400
|
New
|
|
|
461
|
Blue Trust Inc
Alpharetta,
Georgia
|
$115K
|
-$47.5K
|
-1,213
|
-28%
|
|
|
462
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$111K
|
+$117K
|
+3,000
|
New
|
|
|
463
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$110K
|
–
|
–
|
–
|
|
|
464
|
Physician Wealth Advisors
Midvale,
Utah
|
$104K
|
+$110K
|
+2,800
|
New
|
|
|
465
|
Farther Finance Advisors
San Francisco,
California
|
$95.9K
|
-$8.02K
|
-205
|
-7%
|
|
|
466
|
NBT Bank
Norwich,
New York
|
$91.3K
|
–
|
–
|
–
|
|
|
467
|
Rothschild Investment LLC
Chicago,
Illinois
|
$78.8K
|
–
|
–
|
–
|
|
|
468
|
|
$74.1K
|
–
|
–
|
–
|
|
|
469
|
American Capital Advisory
Ketchum,
Idaho
|
$59.6K
|
–
|
–
|
–
|
|
|
470
|
Sunbelt Securities
Houston,
Texas
|
$59.2K
|
+$6.3K
|
+161
|
+11%
|
|
|
471
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$58.5K
|
+$36.5K
|
+934
|
+146%
|
|
|
472
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$55.3K
|
+$58.3K
|
+1,489
|
New
|
|
|
473
|
MAI Capital Management
Independence,
Ohio
|
$54K
|
+$56.9K
|
+1,454
|
New
|
|
|
474
|
Huntington National Bank
Columbus,
Ohio
|
$53.5K
|
–
|
–
|
–
|
|
|
475
|
TCTC Holdings
Dallas,
Texas
|
$50.6K
|
–
|
–
|
–
|
|
