|
101
|
GM Advisory Group
Melville,
New York
|
$452K
|
-$101K
|
-2,188
|
-18%
|
|
|
102
|
Arden Trust
Wilmington,
Delaware
|
$447K
|
-$25.5K
|
-554
|
-5%
|
|
|
103
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$421K
|
–
|
–
|
–
|
|
|
104
|
Cambridge Trust
Cambridge,
Massachusetts
|
$421K
|
+$73.7K
|
+1,600
|
+20%
|
|
|
105
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$417K
|
–
|
–
|
–
|
|
|
106
|
Courier Capital
Buffalo,
New York
|
$415K
|
-$25.3K
|
-550
|
-6%
|
|
|
107
|
RWA Wealth Partners
Newton,
Massachusetts
|
$408K
|
–
|
–
|
–
|
|
|
108
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$379K
|
+$18.4K
|
+400
|
+5%
|
|
|
109
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$373K
|
+$389K
|
+8,436
|
New
|
|
|
110
|
Confluence Investment Management
St. Louis,
Missouri
|
$343K
|
-$104K
|
-2,248
|
-23%
|
|
|
111
|
Colony Group
Boston,
Massachusetts
|
$332K
|
-$15.8K
|
-342
|
-4%
|
|
|
112
|
Geneos Wealth Management
Englewood,
Colorado
|
$331K
|
-$737
|
-16
|
-0.2%
|
|
|
113
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$327K
|
-$535K
|
-11,610
|
-61%
|
|
|
114
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$307K
|
-$109K
|
-2,372
|
-25%
|
|
|
115
|
EP Wealth Advisors
Torrance,
California
|
$304K
|
–
|
–
|
–
|
|
|
116
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$302K
|
–
|
–
|
–
|
|
|
117
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$299K
|
–
|
–
|
–
|
|
|
118
|
Truist Financial
Charlotte,
North Carolina
|
$292K
|
–
|
–
|
–
|
|
|
119
|
WhitTier Trust Company
Reno,
Nevada
|
$291K
|
–
|
–
|
–
|
|
|
120
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$287K
|
-$3.41K
|
-74
|
-1%
|
|
|
121
|
Oppenheimer & Co
New York
|
$286K
|
–
|
–
|
–
|
|
|
122
|
Mosaic Financial Partners
San Francisco,
California
|
$285K
|
–
|
–
|
–
|
|
|
123
|
Willow Creek Wealth Management
Sebastopol,
California
|
$284K
|
+$296K
|
+6,416
|
New
|
|
|
124
|
Raymond James Trust
St. Petersburg,
Florida
|
$278K
|
+$42.5K
|
+922
|
+17%
|
|
|
125
|
Citadel Advisors
Miami,
Florida
|
$263K
|
-$652K
|
-14,150
|
-70%
|
|
