|
301
|
Williams Jones Wealth Management
New York
|
$611K
|
+$629K
|
+7,635
|
New
|
|
|
302
|
Truist Financial
Charlotte,
North Carolina
|
$609K
|
+$160K
|
+1,936
|
+34%
|
|
|
303
|
Chicago Trust
Grayslake,
Illinois
|
$608K
|
-$130K
|
-1,582
|
-17%
|
|
|
304
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$603K
|
–
|
–
|
–
|
|
|
305
|
Sequoia Financial Advisors
Akron,
Ohio
|
$600K
|
+$5.44K
|
+66
|
+0.9%
|
|
|
306
|
Regal Investment Advisors
Kentwood,
Michigan
|
$598K
|
+$616K
|
+7,474
|
New
|
|
|
307
|
Vident Advisory
Alpharetta,
Georgia
|
$585K
|
-$56.3K
|
-683
|
-9%
|
|
|
308
|
GWN Securities
Palm Beach Gardens,
Florida
|
$583K
|
+$600K
|
+7,278
|
New
|
|
|
309
|
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
$576K
|
–
|
–
|
–
|
|
|
310
|
Hartford Financial Management
Hartford,
Connecticut
|
$566K
|
–
|
–
|
–
|
|
|
311
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$565K
|
+$98.3K
|
+1,193
|
+20%
|
|
|
312
|
Moors & Cabot
Boston,
Massachusetts
|
$559K
|
+$55.5K
|
+674
|
+11%
|
|
|
313
|
Pursuit Wealth Management
Palm Beach Gardens,
Florida
|
$556K
|
+$572K
|
+6,947
|
New
|
|
|
314
|
Courier Capital
Buffalo,
New York
|
$553K
|
+$2.39K
|
+29
|
+0.4%
|
|
|
315
|
|
$552K
|
+$568K
|
+6,889
|
New
|
|
|
316
|
Horizon Investment Services
Hammond,
Indiana
|
$543K
|
-$363K
|
-4,412
|
-39%
|
|
|
317
|
Swiss Life Asset Management
Zurich,
|
$536K
|
+$219K
|
+2,654
|
+66%
|
|
|
318
|
Brown Advisory
Baltimore,
Maryland
|
$532K
|
+$341K
|
+4,139
|
+166%
|
|
|
319
|
M&T Bank
Buffalo,
New York
|
$530K
|
+$62.8K
|
+762
|
+13%
|
|
|
320
|
EP Wealth Advisors
Torrance,
California
|
$529K
|
+$545K
|
+6,610
|
New
|
|
|
321
|
Securian Asset Management
St Paul,
Minnesota
|
$525K
|
-$17.6K
|
-214
|
-3%
|
|
|
322
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$520K
|
–
|
–
|
–
|
|
|
323
|
AlphaCore Capital
La Jolla,
California
|
$514K
|
+$108K
|
+1,316
|
+26%
|
|
|
324
|
Guggenheim Capital
Chicago,
Illinois
|
$513K
|
-$17.6K
|
-214
|
-3%
|
|
|
325
|
Kestra Advisory Services
Austin,
Texas
|
$502K
|
+$235K
|
+2,847
|
+83%
|
|
