|
526
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$240K
|
+$232K
|
+7,034
|
New
|
|
|
527
|
Atria Investments
Charlotte,
North Carolina
|
$240K
|
+$235K
|
+7,126
|
New
|
|
|
528
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$236K
|
-$27.5K
|
-832
|
-11%
|
|
|
529
|
WealthSource Partners
San Luis Obispo,
California
|
$234K
|
-$47.8K
|
-1,448
|
-17%
|
|
|
530
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$233K
|
–
|
–
|
–
|
|
|
531
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$232K
|
-$3.3K
|
-100
|
-1%
|
|
|
532
|
Kelleher Financial Advisors
New York
|
$218K
|
+$211K
|
+6,396
|
New
|
|
|
533
|
Leavell Investment Management
Mobile,
Alabama
|
$217K
|
+$210K
|
+6,360
|
New
|
|
|
534
|
Patten Group
Chattanooga,
Tennessee
|
$216K
|
-$3.37K
|
-102
|
-2%
|
|
|
535
|
New Century Advisors
Chevy Chase,
Maryland
|
$212K
|
-$858K
|
-26,000
|
-81%
|
|
|
536
|
Truist Financial
Charlotte,
North Carolina
|
$211K
|
-$132K
|
-3,990
|
-39%
|
|
|
537
|
Peregrine Asset Advisers
Portland,
Oregon
|
$211K
|
-$16.5K
|
-500
|
-7%
|
|
|
538
|
Country Trust Bank
Bloomington,
Illinois
|
$209K
|
-$289K
|
-8,760
|
-59%
|
|
|
539
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$209K
|
+$6.14K
|
+186
|
+3%
|
|
|
540
|
Lynch & Associates
Newburgh,
Indiana
|
$208K
|
+$201K
|
+6,100
|
New
|
|
|
541
|
Macroview Investment Management
Bethesda,
Maryland
|
$207K
|
-$100K
|
-3,032
|
-33%
|
|
|
542
|
Advisory Services Network
Atlanta,
Georgia
|
$193K
|
+$4.09K
|
+124
|
+2%
|
|
|
543
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$192K
|
-$14.8K
|
-448
|
-7%
|
|
|
544
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$178K
|
–
|
–
|
–
|
|
|
545
|
TCI Wealth Advisors
Tucson,
Arizona
|
$172K
|
–
|
–
|
–
|
|
|
546
|
WealthPLAN Partners
Omaha,
Nebraska
|
$159K
|
+$227K
|
+6,866
|
New
|
|
|
547
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$151K
|
–
|
–
|
–
|
|
|
548
|
Versant Capital Management
Phoenix,
Arizona
|
$151K
|
+$147K
|
+4,444
|
New
|
|
|
549
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$146K
|
+$3.5K
|
+106
|
+3%
|
|
|
550
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$145K
|
+$9.04K
|
+274
|
+7%
|
|
