|
76
|
Webster Bank
Waterbury,
Connecticut
|
$250K
|
–
|
–
|
–
|
|
|
77
|
Harvey Investment Company
Louisville,
Kentucky
|
$243K
|
–
|
–
|
–
|
|
|
78
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$240K
|
+$240K
|
+22,177
|
New
|
|
|
79
|
Apriem Advisors
Irvine,
California
|
$235K
|
–
|
–
|
–
|
|
|
80
|
Hoertkorn Richard Charles
|
$235K
|
–
|
–
|
–
|
|
|
81
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$234K
|
+$80.1K
|
+7,398
|
+52%
|
|
|
82
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$227K
|
–
|
–
|
–
|
|
|
83
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$226K
|
+$227K
|
+20,987
|
New
|
|
|
84
|
Lutz Financial Services
Omaha,
Nebraska
|
$216K
|
-$25K
|
-2,313
|
-10%
|
|
|
85
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$216K
|
+$216K
|
+20,000
|
New
|
|
|
86
|
Belpointe Asset Management
Reno,
Nevada
|
$215K
|
+$985
|
+91
|
+0.5%
|
|
|
87
|
Cerity Partners OCIO
New York
|
$210K
|
+$10.8K
|
+1,001
|
+5%
|
|
|
88
|
Allied Investment Advisors
Billings,
Montana
|
$208K
|
–
|
–
|
–
|
|
|
89
|
Brookstone Capital Management
Wheaton,
Illinois
|
$205K
|
–
|
–
|
–
|
|
|
90
|
Avantax Planning Partners
Dubuque,
Iowa
|
$202K
|
–
|
–
|
–
|
|
|
91
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$202K
|
+$13.2K
|
+1,215
|
+7%
|
|
|
92
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$201K
|
-$15.7K
|
-1,450
|
-7%
|
|
|
93
|
Truist Financial
Charlotte,
North Carolina
|
$199K
|
-$10.8K
|
-1,000
|
-5%
|
|
|
94
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$198K
|
–
|
–
|
–
|
|
|
95
|
Doliver Advisors
Houston,
Texas
|
$187K
|
+$187K
|
+17,301
|
New
|
|
|
96
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$183K
|
+$16.2K
|
+1,500
|
+10%
|
|
|
97
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$181K
|
–
|
–
|
–
|
|
|
98
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$179K
|
-$43.3K
|
-4,000
|
-19%
|
|
|
99
|
SignalPoint Asset Management
Springfield,
Missouri
|
$174K
|
-$43.2K
|
-3,992
|
-20%
|
|
|
100
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$174K
|
+$3.31K
|
+306
|
+2%
|
|
