|
301
|
SteelPeak Wealth
Woodland Hills,
California
|
$253K
|
+$12.2K
|
+160
|
+6%
|
|
|
302
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$251K
|
-$23.2K
|
-304
|
-10%
|
|
|
303
|
Berkeley Capital Partners
Milton,
Georgia
|
$251K
|
+$457
|
+6
|
+0.2%
|
|
|
304
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$249K
|
–
|
–
|
–
|
|
|
305
|
L & S Advisors
Los Angeles,
California
|
$249K
|
+$457
|
+6
|
+0.2%
|
|
|
306
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$248K
|
–
|
–
|
–
|
|
|
307
|
Searle & Co
Greenwich,
Connecticut
|
$248K
|
–
|
–
|
–
|
|
|
308
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$248K
|
–
|
–
|
–
|
|
|
309
|
Belpointe Asset Management
Reno,
Nevada
|
$248K
|
+$228K
|
+2,992
|
New
|
|
|
310
|
Regions Financial Corp
Birmingham,
Alabama
|
$243K
|
–
|
–
|
–
|
|
|
311
|
Clarity Wealth Advisors
San Jose,
California
|
$236K
|
–
|
–
|
–
|
|
|
312
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$231K
|
-$11.7K
|
-153
|
-5%
|
|
|
313
|
KCM Investment Advisors
Greenbrae,
California
|
$231K
|
–
|
–
|
–
|
|
|
314
|
Principal Securities
Des Moines,
Iowa
|
$231K
|
-$35.8K
|
-470
|
-14%
|
|
|
315
|
|
$231K
|
–
|
–
|
–
|
|
|
316
|
Kestra Private Wealth Services
Austin,
Texas
|
$228K
|
-$9.45K
|
-124
|
-4%
|
|
|
317
|
TownSquare Capital
Provo,
Utah
|
$228K
|
-$2.36K
|
-31
|
-1%
|
|
|
318
|
Comerica Bank
Dallas,
Texas
|
$224K
|
+$10.7K
|
+141
|
+6%
|
|
|
319
|
Naviter Wealth
Little Rock,
Arkansas
|
$224K
|
–
|
–
|
–
|
|
|
320
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$224K
|
+$206K
|
+2,700
|
New
|
|
|
321
|
Financial Management Network
Mission Viejo,
California
|
$223K
|
+$198K
|
+2,598
|
New
|
|
|
322
|
Kingswood Wealth Advisors
San Diego,
California
|
$222K
|
+$204K
|
+2,675
|
New
|
|
|
323
|
RFG Advisory
Birmingham,
Alabama
|
$220K
|
-$16.5K
|
-217
|
-8%
|
|
|
324
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$217K
|
+$200K
|
+2,623
|
New
|
|
|
325
|
Integrated Advisors Network
Dallas,
Texas
|
$217K
|
+$200K
|
+2,623
|
New
|
|
