|
126
|
Private Trust Company
Cleveland,
Ohio
|
$65.6K
|
+$67.3K
|
+1,488
|
New
|
|
|
127
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$64.8K
|
+$2.26K
|
+50
|
+4%
|
|
|
128
|
Caldwell Trust
Venice,
Florida
|
$57.5K
|
–
|
–
|
–
|
|
|
129
|
True Link Financial Advisors
San Francisco,
California
|
$48.2K
|
+$49.4K
|
+1,092
|
New
|
|
|
130
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$44.4K
|
–
|
–
|
–
|
|
|
131
|
Bellevue Asset Management
Bellevue,
Washington
|
$40.4K
|
+$45
|
+1
|
+0.1%
|
|
|
132
|
Fidelity Investments
Boston,
Massachusetts
|
$35.4K
|
+$9.09K
|
+201
|
+33%
|
|
|
133
|
Rothschild Investment LLC
Chicago,
Illinois
|
$28.7K
|
–
|
–
|
–
|
|
|
134
|
Wellington Group
Indianapolis,
Indiana
|
$26.3K
|
+$27K
|
+596
|
New
|
|
|
135
|
Farther Finance Advisors
San Francisco,
California
|
$25.7K
|
+$26.1K
|
+577
|
New
|
|
|
136
|
Raffa Wealth Management
Washington,
District of Columbia
|
$22.1K
|
–
|
–
|
–
|
|
|
137
|
Covestor
London,
United Kingdom
|
$21K
|
+$9.72K
|
+215
|
+82%
|
|
|
138
|
TD Capital Management
Memphis,
Tennessee
|
$19.9K
|
+$20.4K
|
+452
|
New
|
|
|
139
|
Mather Group
Chicago,
Illinois
|
$18.9K
|
+$19.4K
|
+428
|
New
|
|
|
140
|
Creative Financial Designs
Kokomo,
Indiana
|
$16.7K
|
–
|
–
|
–
|
|
|
141
|
Jones Financial Companies
Des Peres,
Missouri
|
$10.1K
|
+$10.6K
|
+235
|
New
|
|
|
142
|
REAP Financial Group
Austin,
Texas
|
$9.79K
|
–
|
–
|
–
|
|
|
143
|
NBT Bank
Norwich,
New York
|
$6.04K
|
+$4.21K
|
+93
|
+211%
|
|
|
144
|
AssetMark Inc
Concord,
California
|
$5.03K
|
–
|
–
|
–
|
|
|
145
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$4.85K
|
–
|
–
|
–
|
|
|
146
|
Axxcess Wealth Management
Carlsbad,
California
|
–
|
-$50.4M
|
-1,157,125
|
Closed
|
|
|
147
|
Insight Advisors
Newtown,
Pennsylvania
|
–
|
-$8.09M
|
-185,854
|
Closed
|
|
|
148
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$881K
|
-20,233
|
Closed
|
|
|
149
|
|
–
|
-$353K
|
-8,110
|
Closed
|
|
|
150
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$223K
|
-5,124
|
Closed
|
|
