|
151
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$306K
|
+$300K
|
+8,368
|
New
|
|
|
152
|
Verity Asset Management
Durham,
North Carolina
|
$305K
|
+$299K
|
+8,327
|
New
|
|
|
153
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$304K
|
+$79.5K
|
+2,215
|
+36%
|
|
|
154
|
Rockefeller Capital Management
New York
|
$301K
|
+$61.5K
|
+1,713
|
+26%
|
|
|
155
|
GM Advisory Group
Melville,
New York
|
$299K
|
–
|
–
|
–
|
|
|
156
|
Avitas Wealth Management
Los Angeles,
California
|
$297K
|
-$3.59K
|
-100
|
-1%
|
|
|
157
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$297K
|
+$21.7K
|
+605
|
+8%
|
|
|
158
|
Charles Schwab Trust
Henderson,
Nevada
|
$293K
|
–
|
–
|
–
|
|
|
159
|
Close Asset Management
London,
United Kingdom
|
$293K
|
–
|
–
|
–
|
|
|
160
|
Main Management
San Francisco,
California
|
$290K
|
-$517K
|
-14,392
|
-64%
|
|
|
161
|
|
$287K
|
–
|
–
|
–
|
|
|
162
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$286K
|
–
|
–
|
–
|
|
|
163
|
Truist Financial
Charlotte,
North Carolina
|
$285K
|
-$2.55K
|
-71
|
-0.9%
|
|
|
164
|
Davenport & Co
Richmond,
Virginia
|
$280K
|
+$7.18K
|
+200
|
+3%
|
|
|
165
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$265K
|
–
|
–
|
–
|
|
|
166
|
KeyBank National Association
Cleveland,
Ohio
|
$262K
|
+$50.9K
|
+1,418
|
+25%
|
|
|
167
|
Lido Advisors
Los Angeles,
California
|
$260K
|
+$42.3K
|
+1,178
|
+20%
|
|
|
168
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$255K
|
+$825
|
+23
|
+0.3%
|
|
|
169
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$254K
|
-$1K
|
-28
|
-0.4%
|
|
|
170
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$238K
|
-$5.74K
|
-160
|
-2%
|
|
|
171
|
Coldstream Capital Management
Bellevue,
Washington
|
$236K
|
-$100K
|
-2,788
|
-25%
|
|
|
172
|
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
|
$236K
|
+$231K
|
+6,449
|
New
|
|
|
173
|
IHT Wealth Management
Chicago,
Illinois
|
$235K
|
+$230K
|
+6,416
|
New
|
|
|
174
|
Private Portfolio Partners
Paramus,
New Jersey
|
$229K
|
-$12.2K
|
-340
|
-5%
|
|
|
175
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$227K
|
–
|
–
|
–
|
|
