|
176
|
Claro Advisors
Boston,
Massachusetts
|
$776K
|
+$74.2K
|
+1,557
|
+11%
|
|
|
177
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$727K
|
+$95.4K
|
+2,000
|
+16%
|
|
|
178
|
Wedbush Securities
Los Angeles,
California
|
$696K
|
-$23.3K
|
-489
|
-3%
|
|
|
179
|
Raymond James Trust
St. Petersburg,
Florida
|
$686K
|
-$2.38K
|
-50
|
-0.4%
|
|
|
180
|
Brown Brothers Harriman & Co
New York
|
$673K
|
-$198K
|
-4,150
|
-23%
|
|
|
181
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$661K
|
+$642K
|
+13,457
|
New
|
|
|
182
|
Dimension Capital Management
Coral Gables,
Florida
|
$611K
|
–
|
–
|
–
|
|
|
183
|
Modera Wealth Management
Westwood,
New Jersey
|
$600K
|
-$80.9K
|
-1,696
|
-12%
|
|
|
184
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$591K
|
-$1K
|
-21
|
-0.2%
|
|
|
185
|
Round Table Services
Westfield,
New Jersey
|
$590K
|
+$31.8K
|
+667
|
+6%
|
|
|
186
|
AllSquare Wealth Management
Albany,
New York
|
$581K
|
-$226K
|
-4,748
|
-29%
|
|
|
187
|
|
$575K
|
+$558K
|
+11,702
|
New
|
|
|
188
|
Oldfather Financial Services
Kearney,
Nebraska
|
$575K
|
+$567K
|
+11,884
|
New
|
|
|
189
|
Well Done LLC
Holland,
Michigan
|
$564K
|
-$88K
|
-1,845
|
-14%
|
|
|
190
|
Corbett Road Capital Management
Mclean,
Virginia
|
$548K
|
+$532K
|
+11,164
|
New
|
|
|
191
|
Global Financial Private Client
Sarasota,
Florida
|
$541K
|
+$525K
|
+11,011
|
New
|
|
|
192
|
UMB Bank
Kansas City,
Missouri
|
$536K
|
–
|
–
|
–
|
|
|
193
|
Truist Financial
Charlotte,
North Carolina
|
$519K
|
+$504K
|
+10,570
|
New
|
|
|
194
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$475K
|
+$6.96K
|
+146
|
+2%
|
|
|
195
|
Financial Counselors Inc
Overland Park,
Kansas
|
$468K
|
–
|
–
|
–
|
|
|
196
|
Quantum Capital Management (California)
San Francisco,
California
|
$453K
|
+$440K
|
+9,219
|
New
|
|
|
197
|
Rockefeller Capital Management
New York
|
$438K
|
+$223K
|
+4,682
|
+111%
|
|
|
198
|
Grimes & Company
Westborough,
Massachusetts
|
$436K
|
+$423K
|
+8,869
|
New
|
|
|
199
|
|
$435K
|
–
|
–
|
–
|
|
|
200
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$434K
|
+$5.82K
|
+122
|
+1%
|
|
