|
301
|
Joel Isaacson & Co
New York
|
$328K
|
+$331K
|
+5,886
|
New
|
|
|
302
|
Smith, Moore & Co
Clayton,
Missouri
|
$327K
|
-$10.5K
|
-186
|
-3%
|
|
|
303
|
BOK Financial
Tulsa,
Oklahoma
|
$315K
|
+$318K
|
+5,655
|
New
|
|
|
304
|
Peak Asset Management
Louisville,
Colorado
|
$306K
|
-$5.46K
|
-97
|
-2%
|
|
|
305
|
Global Endowment Management
Charlotte,
North Carolina
|
$303K
|
-$1.13M
|
-20,070
|
-79%
|
|
|
306
|
Montag & Associates
Atlanta,
Georgia
|
$303K
|
–
|
–
|
–
|
|
|
307
|
SouthState Corp
Winter Haven,
Florida
|
$299K
|
+$71.8K
|
+1,275
|
+31%
|
|
|
308
|
Gupta Wealth Management
San Diego,
California
|
$299K
|
+$302K
|
+5,361
|
New
|
|
|
309
|
Valley Wealth Managers
Paramus,
New Jersey
|
$295K
|
+$76.3K
|
+1,355
|
+34%
|
|
|
310
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$282K
|
-$69.2K
|
-1,230
|
-20%
|
|
|
311
|
Financial Advisory Group
Houston,
Texas
|
$279K
|
–
|
–
|
–
|
|
|
312
|
Concert Wealth Management
San Jose,
California
|
$277K
|
-$15.6K
|
-277
|
-1%
|
|
|
313
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$275K
|
-$50.7K
|
-900
|
-15%
|
|
|
314
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$265K
|
–
|
–
|
–
|
|
|
315
|
ACG Wealth
Atlanta,
Georgia
|
$261K
|
-$33.4K
|
-594
|
-11%
|
|
|
316
|
Voya Financial Advisors
Windsor,
Connecticut
|
$260K
|
+$260K
|
+4,613
|
New
|
|
|
317
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$260K
|
+$262K
|
+4,662
|
New
|
|
|
318
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$257K
|
-$125K
|
-2,224
|
-33%
|
|
|
319
|
Kanawha Capital Management
Richmond,
Virginia
|
$255K
|
+$15.8K
|
+280
|
+7%
|
|
|
320
|
Cetera Advisors
Denver,
Colorado
|
$254K
|
+$40.7K
|
+723
|
+19%
|
|
|
321
|
UMB Bank
Kansas City,
Missouri
|
$252K
|
–
|
–
|
–
|
|
|
322
|
QCM Cayman
Houston,
Texas
|
$251K
|
+$254K
|
+4,509
|
New
|
|
|
323
|
Sequent Asset Management
Houston,
Texas
|
$246K
|
-$635K
|
-11,287
|
-72%
|
|
|
324
|
Endurance Wealth Management
Providence,
Rhode Island
|
$243K
|
+$9.29K
|
+165
|
+4%
|
|
|
325
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$241K
|
-$39.9K
|
-709
|
-14%
|
|
