|
601
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$307K
|
–
|
–
|
–
|
|
|
602
|
Moody National Bank Trust Division
Galveston,
Texas
|
$305K
|
+$19.9K
|
+91
|
+8%
|
|
|
603
|
First National Trust
Hermitage,
Pennsylvania
|
$303K
|
–
|
–
|
–
|
|
|
604
|
Rise Advisors
Rochester,
New York
|
$302K
|
+$877
|
+4
|
+0.3%
|
|
|
605
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$302K
|
-$322K
|
-1,470
|
-54%
|
|
|
606
|
Kingswood Wealth Advisors
San Diego,
California
|
$296K
|
+$12.7K
|
+58
|
+5%
|
|
|
607
|
Roundview Capital
Princeton,
New Jersey
|
$296K
|
-$1.75K
|
-8
|
-0.6%
|
|
|
608
|
Callan Family Office
Radnor,
Pennsylvania
|
$295K
|
+$30.3K
|
+138
|
+13%
|
|
|
609
|
Schonfeld Strategic Advisors
New York
|
$287K
|
-$25.3M
|
-115,399
|
-99%
|
|
|
610
|
|
$286K
|
–
|
–
|
–
|
|
|
611
|
CV Advisors
Aventura,
Florida
|
$286K
|
+$263K
|
+1,200
|
New
|
|
|
612
|
Meeder Advisory Services
Dublin,
Ohio
|
$284K
|
+$5.7K
|
+26
|
+2%
|
|
|
613
|
Checchi Capital Advisers
Beverly Hills,
California
|
$283K
|
-$3.29K
|
-15
|
-1%
|
|
|
614
|
HUB Investment Partners
Austin,
Texas
|
$283K
|
+$3.95K
|
+18
|
+2%
|
|
|
615
|
Lake Street Private Wealth
Chicago,
Illinois
|
$281K
|
–
|
–
|
–
|
|
|
616
|
Argent Capital Management
St Louis,
Missouri
|
$281K
|
–
|
–
|
–
|
|
|
617
|
Axxion S.A.
Grevenmacher,
Luxembourg
|
$276K
|
+$254K
|
+1,157
|
New
|
|
|
618
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$275K
|
+$12.7K
|
+58
|
+5%
|
|
|
619
|
Physicians Financial Services
Raleigh,
North Carolina
|
$274K
|
–
|
–
|
–
|
|
|
620
|
Wealth Group
Raleigh,
North Carolina
|
$274K
|
+$252K
|
+1,150
|
New
|
|
|
621
|
Farmers National Bank
Danville,
Kentucky
|
$273K
|
–
|
–
|
–
|
|
|
622
|
Aristotle Capital Management
Los Angeles,
California
|
$272K
|
+$250K
|
+1,140
|
New
|
|
|
623
|
Southland Equity Partners
Wildwood,
Missouri
|
$269K
|
+$13.6K
|
+62
|
+6%
|
|
|
624
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$264K
|
-$7.67K
|
-35
|
-3%
|
|
|
625
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$264K
|
+$243K
|
+1,107
|
New
|
|
