|
801
|
Moody National Bank Trust Division
Galveston,
Texas
|
$318K
|
–
|
–
|
–
|
|
|
802
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$317K
|
-$56.9K
|
-184
|
-14%
|
|
|
803
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$316K
|
+$15.5K
|
+50
|
+5%
|
|
|
804
|
BNC Wealth Management
Beaverton,
Oregon
|
$316K
|
–
|
–
|
–
|
|
|
805
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$316K
|
-$5.57K
|
-18
|
-2%
|
|
|
806
|
Atomi Financial Group
New York
|
$316K
|
-$30.6K
|
-99
|
-8%
|
|
|
807
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$314K
|
–
|
–
|
–
|
|
|
808
|
CoreCap Advisors
Southfield,
Michigan
|
$313K
|
-$53.5K
|
-173
|
-14%
|
|
|
809
|
Pitcairn
Conshohocken,
Pennsylvania
|
$311K
|
+$11.1K
|
+36
|
+3%
|
|
|
810
|
Credential Qtrade Securities
Vancouver,
|
$311K
|
-$8.66K
|
-28
|
-3%
|
|
|
811
|
Perigon Wealth Management
San Francisco,
California
|
$310K
|
-$30.3K
|
-98
|
-8%
|
|
|
812
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$310K
|
-$1.85K
|
-6
|
-0.5%
|
|
|
813
|
Rebalance
Palo Alto,
California
|
$310K
|
–
|
–
|
–
|
|
|
814
|
Ballentine Partners
Waltham,
Massachusetts
|
$309K
|
-$1.85K
|
-6
|
-0.6%
|
|
|
815
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$308K
|
+$64K
|
+207
|
+24%
|
|
|
816
|
Keel Point
Huntsville,
Alabama
|
$306K
|
-$12.4K
|
-40
|
-4%
|
|
|
817
|
Linscomb Wealth
Houston,
Texas
|
$305K
|
–
|
–
|
–
|
|
|
818
|
Lido Advisors
Los Angeles,
California
|
$302K
|
+$12.7K
|
+41
|
+4%
|
|
|
819
|
Foundry Partners
Minneapolis,
Minnesota
|
$301K
|
-$135K
|
-436
|
-29%
|
|
|
820
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$300K
|
+$66.8K
|
+216
|
+26%
|
|
|
821
|
Highlander Capital Management
Short Hills,
New Jersey
|
$300K
|
+$324K
|
+1,048
|
New
|
|
|
822
|
Kelly Financial Services
Braintree,
Massachusetts
|
$299K
|
+$4.33K
|
+14
|
+1%
|
|
|
823
|
Strategic Financial Concepts
San Antonio,
Texas
|
$299K
|
+$928
|
+3
|
+0.3%
|
|
|
824
|
Centric Wealth Management
Chicago,
Illinois
|
$298K
|
–
|
–
|
–
|
|
|
825
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$296K
|
–
|
–
|
–
|
|
