|
301
|
Venture Visionary Partners
Sylvania,
Ohio
|
$403K
|
+$98.3K
|
+2,300
|
+34%
|
|
|
302
|
Regions Financial Corp
Birmingham,
Alabama
|
$400K
|
+$42.7K
|
+1,000
|
+13%
|
|
|
303
|
True North Advisors
Dallas,
Texas
|
$398K
|
+$382K
|
+8,946
|
New
|
|
|
304
|
Fidelis Capital Partners
Tampa,
Florida
|
$396K
|
+$14.4K
|
+338
|
+4%
|
|
|
305
|
Truist Financial
Charlotte,
North Carolina
|
$394K
|
+$139K
|
+3,257
|
+58%
|
|
|
306
|
Spire Wealth Management
Mclean,
Virginia
|
$386K
|
+$47.1K
|
+1,103
|
+15%
|
|
|
307
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$386K
|
–
|
–
|
–
|
|
|
308
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$384K
|
+$2.99K
|
+70
|
+0.8%
|
|
|
309
|
Holderness Investments Company
Greensboro,
North Carolina
|
$374K
|
+$15K
|
+350
|
+4%
|
|
|
310
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$373K
|
–
|
–
|
–
|
|
|
311
|
Perigon Wealth Management
San Francisco,
California
|
$372K
|
+$29.9K
|
+700
|
+9%
|
|
|
312
|
Wealth Alliance
Mellville,
New York
|
$372K
|
-$71.2K
|
-1,666
|
-17%
|
|
|
313
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$366K
|
+$171
|
+4
|
+0%
|
|
|
314
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$363K
|
–
|
–
|
–
|
|
|
315
|
Matrix Private Capital Group
New York
|
$356K
|
–
|
–
|
–
|
|
|
316
|
Allspring Global Investments
Charlotte,
North Carolina
|
$356K
|
+$207K
|
+4,842
|
+153%
|
|
|
317
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$348K
|
–
|
–
|
–
|
|
|
318
|
Sanders Morris Harris
Houston,
Texas
|
$348K
|
–
|
–
|
–
|
|
|
319
|
F&V Capital Management
Boca Raton,
Florida
|
$345K
|
–
|
–
|
–
|
|
|
320
|
Advisor OS
Chicago,
Illinois
|
$344K
|
–
|
–
|
–
|
|
|
321
|
Belfer Management
New York
|
$344K
|
–
|
–
|
–
|
|
|
322
|
Pine Valley Investments
Marlton,
New Jersey
|
$341K
|
+$598
|
+14
|
+0.2%
|
|
|
323
|
Atria Investments
Charlotte,
North Carolina
|
$334K
|
-$65.9K
|
-1,541
|
-17%
|
|
|
324
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$329K
|
+$25.9K
|
+605
|
+9%
|
|
|
325
|
Icon Wealth Advisors
Houston,
Texas
|
$325K
|
+$4.4K
|
+103
|
+1%
|
|
