|
401
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$206K
|
+$208K
|
+5,131
|
New
|
|
|
402
|
Belpointe Asset Management
Reno,
Nevada
|
$206K
|
+$208K
|
+5,130
|
New
|
|
|
403
|
Beta Wealth Group
San Diego,
California
|
$206K
|
-$6.27M
|
-154,480
|
-97%
|
|
|
404
|
Miracle Mile Advisors
Los Angeles,
California
|
$203K
|
-$208K
|
-5,127
|
-50%
|
|
|
405
|
CX Institutional
Auburn,
Indiana
|
$201K
|
-$110K
|
-2,697
|
-35%
|
|
|
406
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$198K
|
+$24.8K
|
+612
|
+14%
|
|
|
407
|
GeoWealth Management
Chicago,
Illinois
|
$187K
|
-$3.69K
|
-91
|
-2%
|
|
|
408
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$158K
|
-$17.7K
|
-435
|
-10%
|
|
|
409
|
IFP Advisors
Tampa,
Florida
|
$131K
|
-$123K
|
-3,028
|
-48%
|
|
|
410
|
SouthState Corp
Winter Haven,
Florida
|
$120K
|
+$122K
|
+3,000
|
New
|
|
|
411
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$118K
|
+$120K
|
+2,952
|
New
|
|
|
412
|
YANKCOM Partnership
Yankton,
South Dakota
|
$118K
|
–
|
–
|
–
|
|
|
413
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$110K
|
+$284
|
+7
|
+0.3%
|
|
|
414
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$97.3K
|
+$49.2K
|
+1,212
|
+100%
|
|
|
415
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$94.2K
|
–
|
–
|
–
|
|
|
416
|
Root Financial Partners
Encinitas,
California
|
$78.9K
|
+$79.6K
|
+1,961
|
+32,683%
|
|
|
417
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$77.8K
|
+$44.3K
|
+1,092
|
+129%
|
|
|
418
|
Richard W. Paul & Associates
Novi,
Michigan
|
$76K
|
+$853
|
+21
|
+1%
|
|
|
419
|
William Blair & Company
Chicago,
Illinois
|
$71.7K
|
+$72.6K
|
+1,787
|
New
|
|
|
420
|
Stance Capital
Boston,
Massachusetts
|
$69K
|
+$69.8K
|
+1,718
|
New
|
|
|
421
|
Ancora Advisors
Cleveland,
Ohio
|
$61.8K
|
–
|
–
|
–
|
|
|
422
|
Triumph Capital Management
Denver,
Colorado
|
$60.6K
|
+$3.13K
|
+77
|
+5%
|
|
|
423
|
Colonial Trust
Spartanburg,
South Carolina
|
$59.9K
|
–
|
–
|
–
|
|
|
424
|
MCF Advisors
Covington,
Kentucky
|
$57.1K
|
-$17.5K
|
-430
|
-23%
|
|
|
425
|
|
$53.4K
|
+$54K
|
+1,330
|
New
|
|
