|
226
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$289K
|
+$304K
|
+9,970
|
New
|
|
|
227
|
Lewis Asset Management
Lafayette,
California
|
$284K
|
+$26.7K
|
+875
|
+10%
|
|
|
228
|
Shelton Wealth Management
Fort Worth,
Texas
|
$284K
|
+$18.9K
|
+622
|
+7%
|
|
|
229
|
Indie Asset Partners
Carmel,
Indiana
|
$283K
|
-$30.5K
|
-1,000
|
-9%
|
|
|
230
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$277K
|
-$15.2K
|
-498
|
-5%
|
|
|
231
|
|
$276K
|
-$463K
|
-15,184
|
-61%
|
|
|
232
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$272K
|
+$286K
|
+9,390
|
New
|
|
|
233
|
Per Stirling Capital Management
Austin,
Texas
|
$269K
|
+$283K
|
+9,295
|
New
|
|
|
234
|
Northeast Financial Consultants
Westport,
Connecticut
|
$265K
|
–
|
–
|
–
|
|
|
235
|
Mirabella Financial Services
London,
United Kingdom
|
$262K
|
+$276K
|
+9,049
|
New
|
|
|
236
|
Oxbow Advisors
Austin,
Texas
|
$262K
|
–
|
–
|
–
|
|
|
237
|
Summit Wealth Partners
Orlando,
Florida
|
$256K
|
+$269K
|
+8,835
|
New
|
|
|
238
|
Truist Financial
Charlotte,
North Carolina
|
$252K
|
+$266K
|
+8,719
|
New
|
|
|
239
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$249K
|
–
|
–
|
–
|
|
|
240
|
Custom Index Systems
New York
|
$248K
|
+$24.7K
|
+810
|
+10%
|
|
|
241
|
Hilltop Holdings
Dallas,
Texas
|
$246K
|
-$38.7K
|
-1,269
|
-13%
|
|
|
242
|
Evoke Wealth
Los Angeles,
California
|
$243K
|
-$341K
|
-11,183
|
-57%
|
|
|
243
|
Pathstone Holdings
Englewood,
New Jersey
|
$235K
|
+$247K
|
+8,118
|
New
|
|
|
244
|
Torno Capital
Cohasset,
Massachusetts
|
$232K
|
-$305K
|
-10,000
|
-56%
|
|
|
245
|
HB Wealth Management
Atlanta,
Georgia
|
$230K
|
-$36.8K
|
-1,208
|
-13%
|
|
|
246
|
Mercer Global Advisors
Denver,
Colorado
|
$220K
|
+$16.4K
|
+539
|
+8%
|
|
|
247
|
EPIQ Capital Group
San Francisco,
California
|
$219K
|
+$230K
|
+7,550
|
New
|
|
|
248
|
Choate Investment Advisors
Boston,
Massachusetts
|
$214K
|
-$64K
|
-2,100
|
-22%
|
|
|
249
|
Moors & Cabot
Boston,
Massachusetts
|
$213K
|
-$45.7K
|
-1,500
|
-17%
|
|
|
250
|
Sequoia Financial Advisors
Akron,
Ohio
|
$201K
|
+$211K
|
+6,929
|
New
|
|
