|
201
|
Performa Ltd (US)
Charleston,
South Carolina
|
$664K
|
+$859K
|
+15,135
|
New
|
|
|
202
|
Patten & Patten
Chattanooga,
Tennessee
|
$659K
|
+$15.6K
|
+275
|
+2%
|
|
|
203
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$654K
|
-$430K
|
-7,576
|
-34%
|
|
|
204
|
Principal Street Partners
Memphis,
Tennessee
|
$653K
|
+$6.69K
|
+118
|
+0.8%
|
|
|
205
|
Ategra Capital Management
Vienna,
Virginia
|
$648K
|
-$22K
|
-388
|
-3%
|
|
|
206
|
GM Advisory Group
Melville,
New York
|
$643K
|
+$832K
|
+14,660
|
New
|
|
|
207
|
North Star Asset Management
Neenah,
Wisconsin
|
$640K
|
-$76K
|
-1,339
|
-8%
|
|
|
208
|
Investment House LLC
Redondo Beach,
California
|
$633K
|
+$818K
|
+14,428
|
New
|
|
|
209
|
Institute for Wealth Management
Denver,
Colorado
|
$625K
|
+$77.7K
|
+1,369
|
+11%
|
|
|
210
|
Transcend Capital Advisors
Madison,
New Jersey
|
$618K
|
+$318K
|
+5,603
|
+66%
|
|
|
211
|
|
$617K
|
+$799K
|
+14,076
|
New
|
|
|
212
|
Abbot Financial Management
Andover,
Massachusetts
|
$615K
|
–
|
–
|
–
|
|
|
213
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$614K
|
-$53.4K
|
-942
|
-6%
|
|
|
214
|
Joel Isaacson & Co
New York
|
$607K
|
+$23.4K
|
+413
|
+3%
|
|
|
215
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$583K
|
+$754K
|
+13,300
|
New
|
|
|
216
|
Atria Wealth Solutions
New York
|
$581K
|
+$165K
|
+2,910
|
+28%
|
|
|
217
|
Duncker Streett & Co
St. Louis,
Missouri
|
$567K
|
+$454
|
+8
|
+0.1%
|
|
|
218
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$559K
|
–
|
–
|
–
|
|
|
219
|
Williams Jones Wealth Management
New York
|
$555K
|
+$1.25K
|
+22
|
+0.2%
|
|
|
220
|
Apexium Financial
Dallas,
Texas
|
$545K
|
+$128K
|
+2,264
|
+22%
|
|
|
221
|
Grimes & Company
Westborough,
Massachusetts
|
$544K
|
+$704K
|
+12,411
|
New
|
|
|
222
|
Equitable Holdings
New York
|
$535K
|
-$210K
|
-3,710
|
-23%
|
|
|
223
|
City Holding Co
Charleston,
West Virginia
|
$532K
|
-$198K
|
-3,485
|
-22%
|
|
|
224
|
Cheyne Capital Management (UK)
London,
United Kingdom
|
$526K
|
+$681K
|
+12,000
|
New
|
|
|
225
|
Mutual Advisors
Omaha,
Nebraska
|
$525K
|
-$63.4K
|
-1,118
|
-9%
|
|
