|
201
|
Fortis Group Advisors
Westwood,
New Jersey
|
$708K
|
+$676K
|
+3,790
|
New
|
|
|
202
|
Breakwater Investment Management
Seattle,
Washington
|
$705K
|
+$673K
|
+3,771
|
New
|
|
|
203
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$690K
|
+$1.96K
|
+11
|
+0.3%
|
|
|
204
|
|
$689K
|
–
|
–
|
–
|
|
|
205
|
Sonoma Private Wealth
Sonoma,
California
|
$680K
|
-$91.7K
|
-514
|
-12%
|
|
|
206
|
Colorado Capital Management
Boulder,
Colorado
|
$671K
|
+$641K
|
+3,593
|
New
|
|
|
207
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$664K
|
+$634K
|
+3,554
|
New
|
|
|
208
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$659K
|
-$1.6K
|
-9
|
-0.3%
|
|
|
209
|
Mercer Global Advisors
Denver,
Colorado
|
$623K
|
+$15.9K
|
+89
|
+3%
|
|
|
210
|
D.A. Davidson & Co
Great Falls,
Montana
|
$619K
|
-$21.2K
|
-119
|
-3%
|
|
|
211
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$598K
|
+$35.7K
|
+200
|
+7%
|
|
|
212
|
SOL Capital Management
Rockville,
Maryland
|
$597K
|
+$22.3K
|
+125
|
+4%
|
|
|
213
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$573K
|
-$27.3K
|
-153
|
-5%
|
|
|
214
|
Embree Financial Group
Chicago,
Illinois
|
$573K
|
-$34.8K
|
-195
|
-6%
|
|
|
215
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$553K
|
–
|
–
|
–
|
|
|
216
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$547K
|
–
|
–
|
–
|
|
|
217
|
Synovus Financial
Columbus,
Georgia
|
$547K
|
+$7.67K
|
+43
|
+1%
|
|
|
218
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$546K
|
-$71.3K
|
-400
|
-12%
|
|
|
219
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$546K
|
+$216K
|
+1,209
|
+71%
|
|
|
220
|
|
$546K
|
-$4.78M
|
-26,790
|
-90%
|
|
|
221
|
US Bancorp
Minneapolis,
Minnesota
|
$542K
|
–
|
–
|
–
|
|
|
222
|
Equitable Holdings
New York
|
$542K
|
+$221K
|
+1,240
|
+75%
|
|
|
223
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$540K
|
+$515K
|
+2,888
|
New
|
|
|
224
|
Greenline Partners
New York
|
$538K
|
–
|
–
|
–
|
|
|
225
|
Fifth Third Securities
Cincinnati,
Ohio
|
$534K
|
+$68K
|
+381
|
+15%
|
|
