|
151
|
Summit Trail Advisors
New York
|
$461K
|
+$365K
|
+8,144
|
New
|
|
|
152
|
Venturi Wealth Management
Austin,
Texas
|
$452K
|
+$23K
|
+512
|
+7%
|
|
|
153
|
KeyBank National Association
Cleveland,
Ohio
|
$439K
|
+$347K
|
+7,748
|
New
|
|
|
154
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$433K
|
+$343K
|
+7,658
|
New
|
|
|
155
|
EP Wealth Advisors
Torrance,
California
|
$433K
|
+$18.2K
|
+405
|
+6%
|
|
|
156
|
Inspire Investing
Meridian,
Idaho
|
$433K
|
-$14.2K
|
-316
|
-4%
|
|
|
157
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$432K
|
-$1.84K
|
-41
|
-0.5%
|
|
|
158
|
M&T Bank
Buffalo,
New York
|
$430K
|
+$11.5K
|
+256
|
+3%
|
|
|
159
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$419K
|
+$9.42K
|
+210
|
+3%
|
|
|
160
|
Coldstream Capital Management
Bellevue,
Washington
|
$410K
|
-$66.9K
|
-1,492
|
-17%
|
|
|
161
|
Truist Financial
Charlotte,
North Carolina
|
$410K
|
+$37.4K
|
+834
|
+13%
|
|
|
162
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$408K
|
-$1.66K
|
-37
|
-0.5%
|
|
|
163
|
|
$404K
|
+$320K
|
+7,137
|
New
|
|
|
164
|
Moody National Bank Trust Division
Galveston,
Texas
|
$399K
|
+$36.7K
|
+818
|
+13%
|
|
|
165
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$397K
|
-$2.38K
|
-53
|
-0.7%
|
|
|
166
|
Flynn Zito Capital Management
Garden City,
New York
|
$391K
|
-$29.2K
|
-651
|
-9%
|
|
|
167
|
GSA Capital Partners
London,
United Kingdom
|
$390K
|
+$309K
|
+6,886
|
New
|
|
|
168
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$385K
|
+$24.7K
|
+550
|
+9%
|
|
|
169
|
Congress Park Capital
Saratoga Springs,
New York
|
$374K
|
–
|
–
|
–
|
|
|
170
|
Franklin Resources
San Mateo,
California
|
$370K
|
+$18K
|
+401
|
+7%
|
|
|
171
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$365K
|
-$112K
|
-2,500
|
-28%
|
|
|
172
|
PDS Planning
Dublin,
Ohio
|
$360K
|
–
|
–
|
–
|
|
|
173
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$358K
|
–
|
–
|
–
|
|
|
174
|
Ascent Group
Virginia Beach,
Virginia
|
$347K
|
+$18.7K
|
+418
|
+7%
|
|
|
175
|
FNY Investment Advisers
New York
|
$328K
|
+$260K
|
+5,800
|
New
|
|
