|
76
|
Schnieders Capital Management
Pasadena,
California
|
$300K
|
–
|
–
|
–
|
|
|
77
|
Alterity Financial Group
Bangor,
Maine
|
$295K
|
+$292K
|
+11,385
|
New
|
|
|
78
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$285K
|
–
|
–
|
–
|
|
|
79
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$280K
|
+$32K
|
+1,246
|
+13%
|
|
|
80
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$275K
|
–
|
–
|
–
|
|
|
81
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$270K
|
+$267K
|
+10,400
|
New
|
|
|
82
|
KeyBank National Association
Cleveland,
Ohio
|
$268K
|
–
|
–
|
–
|
|
|
83
|
Envestnet Asset Management
Chicago,
Illinois
|
$230K
|
+$15.9K
|
+618
|
+8%
|
|
|
84
|
MML Investors Services
Springfield,
Massachusetts
|
$228K
|
+$21.8K
|
+849
|
+11%
|
|
|
85
|
Bramshill Investments
Naples,
Florida
|
$221K
|
-$513
|
-20
|
-0.2%
|
|
|
86
|
First Foundation Advisors
Irvine,
California
|
$209K
|
-$1.76M
|
-68,654
|
-90%
|
|
|
87
|
Parametric Portfolio Associates
Seattle,
Washington
|
$209K
|
-$688K
|
-26,806
|
-77%
|
|
|
88
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$207K
|
–
|
–
|
–
|
|
|
89
|
Summit Trail Advisors
New York
|
$204K
|
-$608K
|
-23,712
|
-75%
|
|
|
90
|
Truist Financial
Charlotte,
North Carolina
|
$202K
|
+$199K
|
+7,774
|
New
|
|
|
91
|
Cetera Advisor Networks
El Segundo,
California
|
$202K
|
+$200K
|
+7,790
|
New
|
|
|
92
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$200K
|
+$197K
|
+7,694
|
New
|
|
|
93
|
Bessemer Group
Woodbridge,
New Jersey
|
$177K
|
+$19K
|
+739
|
+12%
|
|
|
94
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$156K
|
+$51.3K
|
+2,000
|
+50%
|
|
|
95
|
Snowden Capital Advisors
New York
|
$151K
|
+$150K
|
+5,847
|
New
|
|
|
96
|
Tortoise Investment Management
White Plains,
New York
|
$148K
|
–
|
–
|
–
|
|
|
97
|
Parallel Advisors
San Francisco,
California
|
$117K
|
+$116K
|
+4,520
|
New
|
|
|
98
|
Evoke Wealth
Los Angeles,
California
|
$104K
|
–
|
–
|
–
|
|
|
99
|
American Portfolios Advisors
Holbrook,
New York
|
$83K
|
–
|
–
|
–
|
|
|
100
|
Laurel Wealth Planning
Edina,
Minnesota
|
$82K
|
+$41K
|
+1,600
|
+100%
|
|
