|
201
|
MAI Capital Management
Independence,
Ohio
|
$206K
|
+$164K
|
+2,616
|
+325%
|
|
|
202
|
Moody National Bank Trust Division
Galveston,
Texas
|
$205K
|
+$213K
|
+3,411
|
New
|
|
|
203
|
Clearstead Advisors
Cleveland,
Ohio
|
$204K
|
+$212K
|
+3,392
|
New
|
|
|
204
|
Flatrock Wealth Partners
Newport Beach,
California
|
$202K
|
+$210K
|
+3,352
|
New
|
|
|
205
|
PDS Planning
Dublin,
Ohio
|
$201K
|
+$209K
|
+3,344
|
New
|
|
|
206
|
Global Retirement Partners
San Rafael,
California
|
$201K
|
+$209K
|
+3,339
|
New
|
|
|
207
|
AssetMark Inc
Concord,
California
|
$181K
|
-$127K
|
-2,022
|
-40%
|
|
|
208
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$172K
|
-$108K
|
-1,729
|
-38%
|
|
|
209
|
Parallel Advisors
San Francisco,
California
|
$165K
|
+$26.2K
|
+418
|
+18%
|
|
|
210
|
Corient IA
Miami,
Florida
|
$119K
|
-$250K
|
-3,990
|
-67%
|
|
|
211
|
Rothschild Investment LLC
Chicago,
Illinois
|
$114K
|
+$32.5K
|
+520
|
+38%
|
|
|
212
|
Cromwell Holdings
Jackson,
Wyoming
|
$112K
|
–
|
–
|
–
|
|
|
213
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$97K
|
-$69.3K
|
-1,107
|
-41%
|
|
|
214
|
Blue Trust Inc
Alpharetta,
Georgia
|
$95.6K
|
-$688
|
-11
|
-0.7%
|
|
|
215
|
Institute for Wealth Management
Denver,
Colorado
|
$72.3K
|
+$75.1K
|
+1,200
|
New
|
|
|
216
|
Allworth Financial
Folsom,
California
|
$68.9K
|
+$1.44K
|
+23
|
+2%
|
|
|
217
|
True Wealth Design
Akron,
Ohio
|
$62.3K
|
–
|
–
|
–
|
|
|
218
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$58.1K
|
+$13K
|
+207
|
+27%
|
|
|
219
|
Leonteq Securities AG
Zurich,
Switzerland
|
$52.9K
|
+$55K
|
+878
|
New
|
|
|
220
|
Harbour Investments
Madison,
Wisconsin
|
$41.9K
|
-$4.01K
|
-64
|
-8%
|
|
|
221
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$40.9K
|
–
|
–
|
–
|
|
|
222
|
Essential Partners
Rancho Santa Fe,
California
|
$38.7K
|
–
|
–
|
–
|
|
|
223
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$34.9K
|
+$36.2K
|
+579
|
New
|
|
|
224
|
Salomon & Ludwin
Richmond,
Virginia
|
$32.4K
|
–
|
–
|
–
|
|
|
225
|
Grove Bank & Trust
Miami,
Florida
|
$28.5K
|
+$188
|
+3
|
+0.6%
|
|
