|
901
|
Moody National Bank Trust Division
Galveston,
Texas
|
$250K
|
–
|
–
|
–
|
|
|
902
|
OneAscent Financial Services
Birmingham,
Alabama
|
$249K
|
+$233K
|
+4,343
|
New
|
|
|
903
|
Sutton Place Investors
Katonah,
New York
|
$248K
|
+$376
|
+7
|
+0.2%
|
|
|
904
|
TCFG Wealth Management
Laguna Niguel,
California
|
$248K
|
+$232K
|
+4,324
|
New
|
|
|
905
|
First Horizon Advisors
Memphis,
Tennessee
|
$246K
|
-$53.4K
|
-995
|
-19%
|
|
|
906
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$246K
|
+$12.1K
|
+226
|
+6%
|
|
|
907
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$244K
|
–
|
–
|
–
|
|
|
908
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$244K
|
-$2.25K
|
-42
|
-1%
|
|
|
909
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$243K
|
+$590
|
+11
|
+0.3%
|
|
|
910
|
ASB Consultores
Aventura,
Florida
|
$243K
|
–
|
–
|
–
|
|
|
911
|
Wellington Shields & Co
New York
|
$242K
|
–
|
–
|
–
|
|
|
912
|
Allen Capital Group
Grand Island,
Nebraska
|
$241K
|
-$268
|
-5
|
-0.1%
|
|
|
913
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$241K
|
-$8.53K
|
-159
|
-4%
|
|
|
914
|
Callan Capital
La Jolla,
California
|
$241K
|
+$225K
|
+4,201
|
New
|
|
|
915
|
Platform Technology Partners
New York
|
$241K
|
–
|
–
|
–
|
|
|
916
|
Verity Asset Management
Durham,
North Carolina
|
$240K
|
-$10.9K
|
-204
|
-5%
|
|
|
917
|
Montag & Associates
Atlanta,
Georgia
|
$239K
|
–
|
–
|
–
|
|
|
918
|
Tyche Wealth Partners
Plano,
Texas
|
$237K
|
+$107
|
+2
|
+0%
|
|
|
919
|
Arax Advisory Partners
Denver,
Colorado
|
$236K
|
+$23K
|
+429
|
+12%
|
|
|
920
|
JGP Wealth Management
Bend,
Oregon
|
$236K
|
+$1.93K
|
+36
|
+0.9%
|
|
|
921
|
Old Port Advisors
Portland,
Maine
|
$234K
|
+$220K
|
+4,092
|
New
|
|
|
922
|
Valmark Advisers
Akron,
Ohio
|
$234K
|
+$1.93K
|
+36
|
+0.9%
|
|
|
923
|
Horan Securities
Cincinnati,
United States
|
$234K
|
+$219K
|
+4,081
|
New
|
|
|
924
|
Members Capital Advisors Inc
Madison,
Wisconsin
|
$234K
|
–
|
–
|
–
|
|
|
925
|
1900 Wealth Management
San Antonio,
Texas
|
$234K
|
–
|
–
|
–
|
|
