|
401
|
1ST Source Bank
South Bend,
Indiana
|
$725K
|
-$76.1K
|
-800
|
-10%
|
|
|
402
|
FAS Wealth Partners
Leawood,
Kansas
|
$725K
|
-$9.8K
|
-103
|
-1%
|
|
|
403
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$724K
|
-$27.5M
|
-289,332
|
-98%
|
|
|
404
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$722K
|
+$1.71K
|
+18
|
+0.3%
|
|
|
405
|
Summit Wealth Partners
Orlando,
Florida
|
$721K
|
+$66.9K
|
+703
|
+11%
|
|
|
406
|
Linscomb Wealth
Houston,
Texas
|
$716K
|
-$1.33K
|
-14
|
-0.2%
|
|
|
407
|
Northeast Financial Consultants
Westport,
Connecticut
|
$714K
|
–
|
–
|
–
|
|
|
408
|
Comerica Securities
Detroit,
Michigan
|
$711K
|
-$8.76K
|
-92
|
-1%
|
|
|
409
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$708K
|
-$101K
|
-1,064
|
-13%
|
|
|
410
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$707K
|
+$198K
|
+2,079
|
+43%
|
|
|
411
|
SouthState Corp
Winter Haven,
Florida
|
$705K
|
+$182K
|
+1,908
|
+38%
|
|
|
412
|
Corient Capital Partners
Newport Beach,
California
|
$695K
|
–
|
–
|
–
|
|
|
413
|
Voya Financial Advisors
Windsor,
Connecticut
|
$694K
|
+$19.1K
|
+201
|
+3%
|
|
|
414
|
YorkBridge Wealth Partners
New York
|
$689K
|
+$27.4K
|
+288
|
+4%
|
|
|
415
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$687K
|
-$57.1K
|
-600
|
-8%
|
|
|
416
|
Fred Alger Management
New York
|
$679K
|
+$427K
|
+4,484
|
+211%
|
|
|
417
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$668K
|
+$619K
|
+6,510
|
New
|
|
|
418
|
Total Wealth Planning
Cincinnati,
Ohio
|
$667K
|
-$64K
|
-673
|
-9%
|
|
|
419
|
Cypress Wealth Services
Palm Desert,
California
|
$653K
|
+$606K
|
+6,364
|
New
|
|
|
420
|
United Asset Strategies
Garden City,
New York
|
$645K
|
+$22.5K
|
+236
|
+4%
|
|
|
421
|
Soltis Investment Advisors
St. George,
Utah
|
$644K
|
+$952
|
+10
|
+0.2%
|
|
|
422
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$643K
|
+$596K
|
+6,265
|
New
|
|
|
423
|
Lazard Asset Management
New York
|
$624K
|
+$237K
|
+2,486
|
+69%
|
|
|
424
|
Belpointe Asset Management
Reno,
Nevada
|
$620K
|
+$54.1K
|
+569
|
+10%
|
|
|
425
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$619K
|
-$225K
|
-2,360
|
-28%
|
|
