|
176
|
Raymond James Trust
St. Petersburg,
Florida
|
$439K
|
+$10.8K
|
+116
|
+2%
|
|
|
177
|
Lion Street Advisors
Austin,
Texas
|
$419K
|
+$428K
|
+4,588
|
New
|
|
|
178
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$415K
|
+$424K
|
+4,551
|
New
|
|
|
179
|
Grimes & Company
Westborough,
Massachusetts
|
$415K
|
-$181K
|
-1,945
|
-30%
|
|
|
180
|
Perigon Wealth Management
San Francisco,
California
|
$405K
|
+$32.7K
|
+351
|
+9%
|
|
|
181
|
CIBC World Market
Toronto,
Ontario, Canada
|
$380K
|
-$5.2M
|
-55,804
|
-93%
|
|
|
182
|
INVST
Indianapolis,
Indiana
|
$379K
|
+$387K
|
+4,152
|
New
|
|
|
183
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$372K
|
+$12K
|
+129
|
+3%
|
|
|
184
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$365K
|
+$373K
|
+4,000
|
New
|
|
|
185
|
AE Wealth Management
Topeka,
Kansas
|
$351K
|
+$12.9K
|
+138
|
+4%
|
|
|
186
|
Fidelity Investments
Boston,
Massachusetts
|
$344K
|
+$1.12K
|
+12
|
+0.3%
|
|
|
187
|
Corient Private Wealth
Miami,
Florida
|
$343K
|
+$351K
|
+3,763
|
New
|
|
|
188
|
US Bancorp
Minneapolis,
Minnesota
|
$335K
|
-$234K
|
-2,508
|
-41%
|
|
|
189
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$324K
|
+$92.4K
|
+992
|
+39%
|
|
|
190
|
ProVise Management Group
Clearwater,
Florida
|
$299K
|
+$21.5K
|
+231
|
+8%
|
|
|
191
|
LGT Financial Advisors
Dallas,
Texas
|
$283K
|
+$41.5K
|
+445
|
+17%
|
|
|
192
|
Per Stirling Capital Management
Austin,
Texas
|
$276K
|
-$165K
|
-1,770
|
-37%
|
|
|
193
|
Verum Partners
Charlotte,
North Carolina
|
$274K
|
+$1.02K
|
+11
|
+0.4%
|
|
|
194
|
CreativeOne Wealth
Overland Park,
Kansas
|
$272K
|
+$16K
|
+172
|
+6%
|
|
|
195
|
West Branch Capital
Amherst,
Massachusetts
|
$262K
|
-$14.9K
|
-160
|
-5%
|
|
|
196
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$260K
|
–
|
–
|
–
|
|
|
197
|
Wharton Business Group
Malvern,
Pennsylvania
|
$258K
|
–
|
–
|
–
|
|
|
198
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$255K
|
-$23.8K
|
-255
|
-8%
|
|
|
199
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$246K
|
–
|
–
|
–
|
|
|
200
|
Iams Wealth Management
Omaha,
Nebraska
|
$246K
|
+$251K
|
+2,694
|
New
|
|
