|
126
|
Meridian Wealth Management
Lexington,
Kentucky
|
$300K
|
–
|
–
|
–
|
|
|
127
|
|
$300K
|
-$31.2K
|
-295
|
-10%
|
|
|
128
|
GW & Wade
Wellesley,
Massachusetts
|
$298K
|
+$286K
|
+2,709
|
New
|
|
|
129
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$287K
|
+$275K
|
+2,605
|
New
|
|
|
130
|
Verity Asset Management
Durham,
North Carolina
|
$283K
|
+$272K
|
+2,575
|
New
|
|
|
131
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$282K
|
-$14.8K
|
-140
|
-5%
|
|
|
132
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$281K
|
-$1.9K
|
-18
|
-0.7%
|
|
|
133
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$276K
|
–
|
–
|
–
|
|
|
134
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$275K
|
–
|
–
|
–
|
|
|
135
|
Independent Financial Group
San Diego,
California
|
$272K
|
+$261K
|
+2,475
|
New
|
|
|
136
|
KCM Investment Advisors
Greenbrae,
California
|
$272K
|
–
|
–
|
–
|
|
|
137
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$272K
|
–
|
–
|
–
|
|
|
138
|
Corient Private Wealth
Miami,
Florida
|
$266K
|
+$255K
|
+2,415
|
New
|
|
|
139
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$263K
|
+$21.1K
|
+200
|
+9%
|
|
|
140
|
Per Stirling Capital Management
Austin,
Texas
|
$256K
|
+$246K
|
+2,329
|
New
|
|
|
141
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$256K
|
+$246K
|
+2,329
|
New
|
|
|
142
|
Belpointe Asset Management
Reno,
Nevada
|
$255K
|
+$50.6K
|
+479
|
+26%
|
|
|
143
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$254K
|
–
|
–
|
–
|
|
|
144
|
Mercer Global Advisors
Denver,
Colorado
|
$252K
|
+$5.28K
|
+50
|
+2%
|
|
|
145
|
Private Trust Company
Cleveland,
Ohio
|
$252K
|
+$32.2K
|
+305
|
+15%
|
|
|
146
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$247K
|
–
|
–
|
–
|
|
|
147
|
Prosperity Financial Group
San Ramon,
California
|
$236K
|
+$226K
|
+2,144
|
New
|
|
|
148
|
Snowden Capital Advisors
New York
|
$232K
|
+$223K
|
+2,110
|
New
|
|
|
149
|
Alpine Global Management
New York
|
$231K
|
+$221K
|
+2,095
|
New
|
|
|
150
|
Archford Capital Strategies
Swansea,
Illinois
|
$230K
|
-$15.9K
|
-151
|
-7%
|
|
