|
101
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$518K
|
-$43.5K
|
-681
|
-8%
|
|
|
102
|
Equitable Holdings
New York
|
$515K
|
+$115K
|
+1,793
|
+30%
|
|
|
103
|
Bank of New York Mellon
New York
|
$512K
|
-$55K
|
-861
|
-10%
|
|
|
104
|
Morton Capital Management
Calabasas,
California
|
$509K
|
+$490K
|
+7,676
|
New
|
|
|
105
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$509K
|
+$490K
|
+7,672
|
New
|
|
|
106
|
Truist Financial
Charlotte,
North Carolina
|
$506K
|
-$79.1K
|
-1,239
|
-14%
|
|
|
107
|
Inscription Capital
Houston,
Texas
|
$487K
|
–
|
–
|
–
|
|
|
108
|
Wealthspire Advisors (New York)
New York
|
$482K
|
-$169K
|
-2,651
|
-27%
|
|
|
109
|
Diversify Advisory Services
Sandy,
Utah
|
$477K
|
-$12K
|
-188
|
-3%
|
|
|
110
|
Wallace Advisory Group
Lafayette,
California
|
$474K
|
+$490K
|
+7,670
|
New
|
|
|
111
|
Gotham Asset Management
New York
|
$472K
|
–
|
–
|
–
|
|
|
112
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$469K
|
-$17.4K
|
-273
|
-4%
|
|
|
113
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$459K
|
-$123K
|
-1,931
|
-22%
|
|
|
114
|
Basso Capital Management
Stamford,
Connecticut
|
$457K
|
-$199K
|
-3,115
|
-31%
|
|
|
115
|
Argent Trust Co
Nashville,
Tennessee
|
$445K
|
–
|
–
|
–
|
|
|
116
|
Sapient Capital
Indianapolis,
Indiana
|
$445K
|
–
|
–
|
–
|
|
|
117
|
Avos Capital Management
Seattle,
Washington
|
$439K
|
+$423K
|
+6,614
|
New
|
|
|
118
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$433K
|
–
|
–
|
–
|
|
|
119
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$425K
|
+$44.7K
|
+700
|
+12%
|
|
|
120
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$418K
|
–
|
–
|
–
|
|
|
121
|
Farther Finance Advisors
San Francisco,
California
|
$415K
|
+$61.1K
|
+956
|
+18%
|
|
|
122
|
Waterloo Capital
Austin,
Texas
|
$405K
|
–
|
–
|
–
|
|
|
123
|
Brown Advisory
Baltimore,
Maryland
|
$403K
|
+$164K
|
+2,571
|
+73%
|
|
|
124
|
Private Trust Company
Cleveland,
Ohio
|
$399K
|
–
|
–
|
–
|
|
|
125
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$397K
|
-$639
|
-10
|
-0.2%
|
|
