|
201
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$12.3M
|
+$970K
|
+6,402
|
+9%
|
|
|
202
|
Evolution Wealth Advisors
Aventura,
Florida
|
$12.2M
|
+$107K
|
+703
|
+0.9%
|
|
|
203
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$12.1M
|
+$5.11M
|
+33,695
|
+75%
|
|
|
204
|
Oppenheimer & Co
New York
|
$12M
|
-$5.07M
|
-33,439
|
-30%
|
|
|
205
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$12M
|
+$11.4M
|
+75,467
|
+3,083%
|
|
|
206
|
Global Endowment Management
Charlotte,
North Carolina
|
$11.9M
|
–
|
–
|
–
|
|
|
207
|
Makena Capital Management
Menlo Park,
California
|
$11.8M
|
-$2.62M
|
-17,290
|
-18%
|
|
|
208
|
Csenge Advisory Group
Clearwater,
Florida
|
$11.8M
|
+$7.36M
|
+48,537
|
+171%
|
|
|
209
|
Focused Wealth Management
Newburgh,
New York
|
$11.8M
|
+$264K
|
+1,741
|
+2%
|
|
|
210
|
Callan Capital
La Jolla,
California
|
$11.6M
|
-$164K
|
-1,082
|
-1%
|
|
|
211
|
Parkside Investments
Deerfield,
Illinois
|
$11.5M
|
+$899K
|
+5,929
|
+9%
|
|
|
212
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.4M
|
+$41.1K
|
+271
|
+0.4%
|
|
|
213
|
Round Rock Advisors
Wilton,
Connecticut
|
$11.4M
|
+$223K
|
+1,472
|
+2%
|
|
|
214
|
Atria Investments
Charlotte,
North Carolina
|
$11.4M
|
-$2.21M
|
-14,568
|
-16%
|
|
|
215
|
Fifth Third Securities
Cincinnati,
Ohio
|
$11.4M
|
-$146K
|
-962
|
-1%
|
|
|
216
|
|
$11.3M
|
+$11.1M
|
+73,540
|
New
|
|
|
217
|
Tocqueville Asset Management
New York
|
$11.3M
|
-$10.6K
|
-70
|
-0.1%
|
|
|
218
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$11.3M
|
+$11.1M
|
+73,285
|
New
|
|
|
219
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$11.3M
|
+$8.79K
|
+58
|
+0.1%
|
|
|
220
|
Frisch Financial Group
Melville,
New York
|
$11.3M
|
-$327K
|
-2,159
|
-3%
|
|
|
221
|
Intrua Financial
Houston,
Texas
|
$11.3M
|
+$1.73M
|
+11,406
|
+19%
|
|
|
222
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$11.2M
|
+$267K
|
+1,762
|
+2%
|
|
|
223
|
Allspring Global Investments
Charlotte,
North Carolina
|
$11M
|
+$10.8M
|
+71,515
|
+36,302%
|
|
|
224
|
AAF Wealth Management
Westborough,
Massachusetts
|
$11M
|
+$521K
|
+3,438
|
+5%
|
|
|
225
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$11M
|
+$1.51M
|
+9,992
|
+16%
|
|
