|
451
|
Monterey Private Wealth
Monterey,
California
|
$310K
|
-$5.02K
|
-66
|
-2%
|
|
|
452
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$308K
|
–
|
–
|
–
|
|
|
453
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$308K
|
+$47.6K
|
+626
|
+18%
|
|
|
454
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$307K
|
+$314K
|
+4,130
|
New
|
|
|
455
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$306K
|
+$58.8K
|
+773
|
+23%
|
|
|
456
|
Vivaldi Capital Management
Chicago,
Illinois
|
$301K
|
-$31.7K
|
-416
|
-9%
|
|
|
457
|
Arete Wealth Advisors
Chicago,
Illinois
|
$296K
|
-$13.9K
|
-183
|
-4%
|
|
|
458
|
Linscomb Wealth
Houston,
Texas
|
$295K
|
-$5.25K
|
-69
|
-2%
|
|
|
459
|
Moody National Bank Trust Division
Galveston,
Texas
|
$294K
|
-$27.4K
|
-360
|
-8%
|
|
|
460
|
Phocas Financial Corp
Alameda,
California
|
$294K
|
–
|
–
|
–
|
|
|
461
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$288K
|
-$4.64K
|
-61
|
-2%
|
|
|
462
|
Smith, Moore & Co
Clayton,
Missouri
|
$279K
|
–
|
–
|
–
|
|
|
463
|
Montecito Bank & Trust
Santa Barbara,
California
|
$278K
|
-$27K
|
-355
|
-9%
|
|
|
464
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$276K
|
+$75.2K
|
+988
|
+36%
|
|
|
465
|
Huntington National Bank
Columbus,
Ohio
|
$272K
|
–
|
–
|
–
|
|
|
466
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$272K
|
+$278K
|
+3,649
|
New
|
|
|
467
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$262K
|
-$4.34K
|
-57
|
-2%
|
|
|
468
|
Essex Financial Services
Essex,
Connecticut
|
$262K
|
+$21.4K
|
+281
|
+9%
|
|
|
469
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$261K
|
+$267K
|
+3,502
|
New
|
|
|
470
|
Arax Advisory Partners
Denver,
Colorado
|
$258K
|
-$119K
|
-1,567
|
-31%
|
|
|
471
|
|
$258K
|
+$3.12K
|
+41
|
+1%
|
|
|
472
|
Scotia Capital
Toronto,
Ontario, Canada
|
$253K
|
+$609
|
+8
|
+0.2%
|
|
|
473
|
Harbour Investments
Madison,
Wisconsin
|
$251K
|
+$23.4K
|
+308
|
+10%
|
|
|
474
|
Icon Wealth Partners
Houston,
Texas
|
$250K
|
–
|
–
|
–
|
|
|
475
|
Samalin Investment Counsel
Chappaqua,
New York
|
$250K
|
+$18.3K
|
+240
|
+8%
|
|
