|
151
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$628K
|
+$629K
|
+12,602
|
New
|
|
|
152
|
Gentry Private Wealth
Wichita,
Kansas
|
$628K
|
-$325K
|
-6,509
|
-34%
|
|
|
153
|
Signet Financial Management
Parsippany,
New Jersey
|
$603K
|
+$102K
|
+2,044
|
+20%
|
|
|
154
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$576K
|
-$251K
|
-5,028
|
-30%
|
|
|
155
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$561K
|
+$138K
|
+2,759
|
+33%
|
|
|
156
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$561K
|
+$12.5K
|
+250
|
+2%
|
|
|
157
|
Golden State Wealth Management
Santa Ana,
California
|
$543K
|
+$544K
|
+10,887
|
New
|
|
|
158
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$542K
|
+$5.69K
|
+114
|
+1%
|
|
|
159
|
Belpointe Asset Management
Reno,
Nevada
|
$520K
|
-$216K
|
-4,317
|
-29%
|
|
|
160
|
Elmwood Wealth Management
Berkeley,
California
|
$514K
|
–
|
–
|
–
|
|
|
161
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$486K
|
+$228K
|
+4,571
|
+88%
|
|
|
162
|
Private Portfolio Partners
Paramus,
New Jersey
|
$484K
|
+$91.2K
|
+1,826
|
+23%
|
|
|
163
|
Widmann Financial Services
Bowie,
Maryland
|
$478K
|
-$11K
|
-220
|
-2%
|
|
|
164
|
Financial Guidance Group
Palm Harbor,
Florida
|
$454K
|
–
|
–
|
–
|
|
|
165
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$452K
|
-$2.25K
|
-45
|
-0.5%
|
|
|
166
|
Summit Trail Advisors
New York
|
$449K
|
+$449K
|
+9,000
|
New
|
|
|
167
|
Montis Financial
Waltham,
Massachusetts
|
$444K
|
-$2.5K
|
-50
|
-0.6%
|
|
|
168
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$438K
|
+$439K
|
+8,794
|
New
|
|
|
169
|
Strategic Blueprint
Atlanta,
Georgia
|
$421K
|
+$21.2K
|
+425
|
+5%
|
|
|
170
|
Leavell Investment Management
Mobile,
Alabama
|
$420K
|
-$11.8K
|
-236
|
-3%
|
|
|
171
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$419K
|
-$1.03M
|
-20,616
|
-71%
|
|
|
172
|
D.A. Davidson & Co
Great Falls,
Montana
|
$416K
|
-$614K
|
-12,301
|
-60%
|
|
|
173
|
Global Assets Advisory
Orlando,
Florida
|
$368K
|
-$36.2K
|
-725
|
-9%
|
|
|
174
|
US Bancorp
Minneapolis,
Minnesota
|
$366K
|
+$37.4K
|
+750
|
+11%
|
|
|
175
|
Spinnaker Investment Group
Newport Beach,
California
|
$366K
|
-$819K
|
-16,395
|
-69%
|
|
