|
126
|
Webster Bank
Waterbury,
Connecticut
|
$891K
|
–
|
–
|
–
|
|
|
127
|
&Partners
Nashville,
Tennessee
|
$870K
|
-$181K
|
-146
|
-17%
|
|
|
128
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$834K
|
–
|
–
|
–
|
|
|
129
|
D.A. Davidson & Co
Great Falls,
Montana
|
$829K
|
+$105K
|
+85
|
+14%
|
|
|
130
|
Principle Wealth Partners
Madison,
Connecticut
|
$783K
|
+$12.4K
|
+10
|
+2%
|
|
|
131
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$776K
|
–
|
–
|
–
|
|
|
132
|
BOS Asset Management
Springfield,
Illinois
|
$754K
|
–
|
–
|
–
|
|
|
133
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$746K
|
–
|
–
|
–
|
|
|
134
|
Valeo Financial Advisors
Carmel,
Indiana
|
$703K
|
–
|
–
|
–
|
|
|
135
|
First Foundation Advisors
Irvine,
California
|
$688K
|
–
|
–
|
–
|
|
|
136
|
Private Advisor Group
Morristown,
New Jersey
|
$682K
|
+$21K
|
+17
|
+3%
|
|
|
137
|
Terril Brothers
St. Louis,
Missouri
|
$665K
|
–
|
–
|
–
|
|
|
138
|
Corient Private Wealth
Miami,
Florida
|
$653K
|
-$678K
|
-548
|
-50%
|
|
|
139
|
Jones Financial Companies
Des Peres,
Missouri
|
$636K
|
+$70.5K
|
+57
|
+12%
|
|
|
140
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$629K
|
+$2.48K
|
+2
|
+0.4%
|
|
|
141
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$619K
|
–
|
–
|
–
|
|
|
142
|
Truist Financial
Charlotte,
North Carolina
|
$610K
|
-$6.44M
|
-5,206
|
-91%
|
|
|
143
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$603K
|
-$220K
|
-178
|
-26%
|
|
|
144
|
Novare Capital Management
Charlotte,
North Carolina
|
$601K
|
–
|
–
|
–
|
|
|
145
|
Cresset Asset Management
Chicago,
Illinois
|
$595K
|
–
|
–
|
–
|
|
|
146
|
Waterloo Capital
Austin,
Texas
|
$593K
|
+$3.71K
|
+3
|
+0.6%
|
|
|
147
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$592K
|
-$2.48K
|
-2
|
-0.4%
|
|
|
148
|
William Blair & Company
Chicago,
Illinois
|
$589K
|
-$29.7K
|
-24
|
-5%
|
|
|
149
|
Benson Investment Management Company
Roanoke,
Virginia
|
$566K
|
+$588K
|
+475
|
New
|
|
|
150
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$565K
|
-$1.28M
|
-1,033
|
-69%
|
|
