|
301
|
First American Trust
Santa Ana,
California
|
$283K
|
+$291K
|
+4,501
|
New
|
|
|
302
|
CoreCap Advisors
Southfield,
Michigan
|
$276K
|
-$180K
|
-2,788
|
-39%
|
|
|
303
|
UBP Investment Advisors
Geneva,
Switzerland
|
$270K
|
–
|
–
|
–
|
|
|
304
|
Venture Visionary Partners
Sylvania,
Ohio
|
$255K
|
-$99.4K
|
-1,536
|
-27%
|
|
|
305
|
Carter Financial Group
Barrington,
Illinois
|
$254K
|
+$261K
|
+4,031
|
New
|
|
|
306
|
Falcon Wealth Planning
Ontario,
California
|
$250K
|
–
|
–
|
–
|
|
|
307
|
CreativeOne Wealth
Overland Park,
Kansas
|
$246K
|
+$32.1K
|
+496
|
+15%
|
|
|
308
|
Integrated Advisors Network
Dallas,
Texas
|
$244K
|
-$3.63M
|
-56,098
|
-94%
|
|
|
309
|
SouthState Corp
Winter Haven,
Florida
|
$242K
|
+$7.96K
|
+123
|
+3%
|
|
|
310
|
Strategic Financial Services
Utica,
New York
|
$240K
|
-$11.5M
|
-177,365
|
-98%
|
|
|
311
|
Columbus Macro
New Castle,
Pennsylvania
|
$234K
|
+$6.47K
|
+100
|
+3%
|
|
|
312
|
Perigon Wealth Management
San Francisco,
California
|
$228K
|
+$8.15K
|
+126
|
+4%
|
|
|
313
|
Regal Investment Advisors
Kentwood,
Michigan
|
$222K
|
-$4.33K
|
-67
|
-2%
|
|
|
314
|
Brown Advisory
Baltimore,
Maryland
|
$221K
|
+$227K
|
+3,513
|
New
|
|
|
315
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$217K
|
-$495K
|
-7,660
|
-69%
|
|
|
316
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$215K
|
–
|
–
|
–
|
|
|
317
|
Seneca Financial Advisors
Rochester,
New York
|
$213K
|
+$388
|
+6
|
+0.2%
|
|
|
318
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$213K
|
–
|
–
|
–
|
|
|
319
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$211K
|
–
|
–
|
–
|
|
|
320
|
Bank of New York Mellon
New York
|
$211K
|
+$2.33K
|
+36
|
+1%
|
|
|
321
|
SkyOak Wealth
Southfield,
Michigan
|
$206K
|
-$323K
|
-4,992
|
-60%
|
|
|
322
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$204K
|
-$149K
|
-2,300
|
-42%
|
|
|
323
|
Jones Financial Companies
Des Peres,
Missouri
|
$196K
|
-$39.8K
|
-615
|
-16%
|
|
|
324
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$196K
|
-$4.2K
|
-65
|
-2%
|
|
|
325
|
American Portfolios Advisors
Holbrook,
New York
|
$191K
|
+$453
|
+7
|
+0.2%
|
|
