|
626
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$291K
|
+$43.4K
|
+71
|
+17%
|
|
|
627
|
Anchor Investment Management
Columbia,
South Carolina
|
$288K
|
-$70.3K
|
-115
|
-20%
|
|
|
628
|
Magellan Asset Management
Sydney,
Australia
|
$288K
|
-$59.3K
|
-97
|
-17%
|
|
|
629
|
Moody National Bank Trust Division
Galveston,
Texas
|
$288K
|
–
|
–
|
–
|
|
|
630
|
West Family Investments
Carlsbad,
California
|
$286K
|
+$14.1K
|
+23
|
+5%
|
|
|
631
|
Barrett Asset Management
New York
|
$283K
|
-$6.11K
|
-10
|
-2%
|
|
|
632
|
Fiduciary Trust
Boston,
Massachusetts
|
$279K
|
–
|
–
|
–
|
|
|
633
|
Kestra Private Wealth Services
Austin,
Texas
|
$278K
|
+$279K
|
+457
|
New
|
|
|
634
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$277K
|
-$2.44K
|
-4
|
-0.9%
|
|
|
635
|
Engine No 1 LLC
San Francisco,
California
|
$273K
|
+$274K
|
+448
|
New
|
|
|
636
|
First National Bank of Omaha
Omaha,
Nebraska
|
$273K
|
+$274K
|
+449
|
New
|
|
|
637
|
Veracity Capital
Atlanta,
Georgia
|
$272K
|
+$28.1K
|
+46
|
+11%
|
|
|
638
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$271K
|
+$273K
|
+446
|
New
|
|
|
639
|
Arabesque Asset Management
London,
United Kingdom
|
$266K
|
-$1.01M
|
-1,656
|
-79%
|
|
|
640
|
Winton Group
London,
United Kingdom
|
$265K
|
-$45.8K
|
-75
|
-15%
|
|
|
641
|
Kore Private Wealth
New York
|
$265K
|
+$266K
|
+436
|
New
|
|
|
642
|
SVB Wealth
Boston,
Massachusetts
|
$260K
|
+$261K
|
+427
|
New
|
|
|
643
|
Advisor Resource Council
Dallas,
Texas
|
$257K
|
-$59.3K
|
-97
|
-19%
|
|
|
644
|
EP Wealth Advisors
Torrance,
California
|
$255K
|
+$9.16K
|
+15
|
+4%
|
|
|
645
|
|
$254K
|
-$95.3K
|
-156
|
-27%
|
|
|
646
|
American Portfolios Advisors
Holbrook,
New York
|
$254K
|
-$1.3M
|
-2,120
|
-84%
|
|
|
647
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$249K
|
–
|
–
|
–
|
|
|
648
|
OneAscent Financial Services
Birmingham,
Alabama
|
$245K
|
+$246K
|
+403
|
New
|
|
|
649
|
Stratos Investment Management
Beachwood,
Ohio
|
$245K
|
+$246K
|
+403
|
New
|
|
|
650
|
Blue Edge Capital
Richmond,
Virginia
|
$243K
|
–
|
–
|
–
|
|
