|
301
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$311K
|
+$18.9K
|
+500
|
+7%
|
|
|
302
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$303K
|
–
|
–
|
–
|
|
|
303
|
Wealthspire Advisors (New York)
New York
|
$293K
|
+$12.2K
|
+323
|
+4%
|
|
|
304
|
Advisory Services Network
Atlanta,
Georgia
|
$292K
|
–
|
–
|
–
|
|
|
305
|
Tower Research Capital (TRC)
New York
|
$289K
|
-$190K
|
-5,050
|
-40%
|
|
|
306
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$285K
|
–
|
–
|
–
|
|
|
307
|
Curated Wealth Partners
El Segundo,
California
|
$285K
|
+$283K
|
+7,500
|
New
|
|
|
308
|
Old Port Advisors
Portland,
Maine
|
$283K
|
–
|
–
|
–
|
|
|
309
|
SOA Wealth Advisors
New York
|
$282K
|
+$1.28K
|
+34
|
+0.5%
|
|
|
310
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$282K
|
–
|
–
|
–
|
|
|
311
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$280K
|
–
|
–
|
–
|
|
|
312
|
Revisor Wealth Management
Akron,
Ohio
|
$276K
|
+$274K
|
+7,260
|
New
|
|
|
313
|
Mission Wealth Management
Santa Barbara,
California
|
$270K
|
+$268K
|
+7,115
|
New
|
|
|
314
|
Citadel Advisors
Miami,
Florida
|
$269K
|
-$2.94M
|
-77,907
|
-92%
|
|
|
315
|
Principal Securities
Des Moines,
Iowa
|
$268K
|
+$70.7K
|
+1,875
|
+36%
|
|
|
316
|
Prudential Financial
Newark,
New Jersey
|
$267K
|
+$34.2K
|
+907
|
+15%
|
|
|
317
|
Trek Financial
Scottsdale,
Arizona
|
$264K
|
+$263K
|
+6,962
|
New
|
|
|
318
|
Bank of New York Mellon
New York
|
$263K
|
-$183K
|
-4,843
|
-41%
|
|
|
319
|
Intrua Financial
Houston,
Texas
|
$263K
|
–
|
–
|
–
|
|
|
320
|
Valeo Financial Advisors
Carmel,
Indiana
|
$261K
|
+$38
|
+1
|
+0%
|
|
|
321
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$261K
|
-$104K
|
-2,755
|
-29%
|
|
|
322
|
Forum Private Client Group
Fishers,
Indiana
|
$260K
|
–
|
–
|
–
|
|
|
323
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$255K
|
+$4.98K
|
+132
|
+2%
|
|
|
324
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$254K
|
+$1.13K
|
+30
|
+0.5%
|
|
|
325
|
Parallel Advisors
San Francisco,
California
|
$253K
|
–
|
–
|
–
|
|
