|
1401
|
Legacy Trust
Grand Rapids,
Michigan
|
$215K
|
+$191K
|
+432
|
New
|
|
|
1402
|
CM Wealth Advisors
Beachwood,
Ohio
|
$214K
|
+$191K
|
+431
|
New
|
|
|
1403
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$214K
|
-$27.9K
|
-63
|
-13%
|
|
|
1404
|
First American Trust
Santa Ana,
California
|
$214K
|
-$12.4K
|
-28
|
-6%
|
|
|
1405
|
Verition Fund Management
Greenwich,
Connecticut
|
$213K
|
-$434K
|
-980
|
-70%
|
|
|
1406
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$213K
|
+$190K
|
+429
|
New
|
|
|
1407
|
Englebert Financial Advisers
Allentown,
Pennsylvania
|
$213K
|
+$190K
|
+428
|
New
|
|
|
1408
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$212K
|
+$189K
|
+427
|
New
|
|
|
1409
|
Instrumental Wealth
Tampa,
Florida
|
$212K
|
+$189K
|
+426
|
New
|
|
|
1410
|
Pathway Wealth Management
Dallas,
Texas
|
$211K
|
-$22.2K
|
-50
|
-11%
|
|
|
1411
|
OneAscent Financial Services
Birmingham,
Alabama
|
$211K
|
-$12.4K
|
-28
|
-6%
|
|
|
1412
|
Channel Wealth
Santa Barbara,
California
|
$211K
|
-$2.73M
|
-6,164
|
-94%
|
|
|
1413
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$211K
|
+$188K
|
+424
|
New
|
|
|
1414
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$210K
|
-$114K
|
-257
|
-38%
|
|
|
1415
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$210K
|
-$28.4K
|
-64
|
-13%
|
|
|
1416
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$209K
|
+$187K
|
+421
|
New
|
|
|
1417
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$208K
|
+$186K
|
+420
|
New
|
|
|
1418
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$208K
|
+$186K
|
+419
|
New
|
|
|
1419
|
Triad Wealth Partners
Lawrence,
Kansas
|
$208K
|
+$195K
|
+441
|
New
|
|
|
1420
|
Carr Financial Group
Worcester,
Massachusetts
|
$207K
|
+$185K
|
+417
|
New
|
|
|
1421
|
Investment Advisory Group
Hanover,
Massachusetts
|
$207K
|
+$185K
|
+417
|
New
|
|
|
1422
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$207K
|
+$185K
|
+417
|
New
|
|
|
1423
|
Foster & Motley
Cincinnati,
Ohio
|
$206K
|
+$183K
|
+414
|
New
|
|
|
1424
|
Empirical Wealth Management
Seattle,
Washington
|
$206K
|
-$109K
|
-245
|
-37%
|
|
|
1425
|
D'Orazio & Associates
Falls Church,
Virginia
|
$206K
|
+$183K
|
+414
|
New
|
|
