|
76
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$325K
|
-$22.5K
|
-546
|
-7%
|
|
|
77
|
Bourgeon Capital Management
Darien,
Connecticut
|
$324K
|
-$28K
|
-680
|
-8%
|
|
|
78
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$310K
|
-$48.4K
|
-1,173
|
-14%
|
|
|
79
|
Destiny Wealth Partners
Tavares,
Florida
|
$304K
|
-$23.4K
|
-568
|
-7%
|
|
|
80
|
Farther Finance Advisors
San Francisco,
California
|
$296K
|
-$2.19K
|
-53
|
-0.7%
|
|
|
81
|
SageView Advisory Group
Newport Beach,
California
|
$282K
|
-$87.5K
|
-2,123
|
-24%
|
|
|
82
|
Csenge Advisory Group
Clearwater,
Florida
|
$261K
|
+$25.4K
|
+617
|
+11%
|
|
|
83
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$254K
|
+$244K
|
+5,906
|
New
|
|
|
84
|
Stokes Family Office
New Orleans,
Louisiana
|
$254K
|
-$176K
|
-4,273
|
-41%
|
|
|
85
|
Seed Wealth Management
Evanston,
Illinois
|
$249K
|
–
|
–
|
–
|
|
|
86
|
Stifel Financial
St. Louis,
Missouri
|
$229K
|
+$227K
|
+5,511
|
New
|
|
|
87
|
Scotia Capital
Toronto,
Ontario, Canada
|
$208K
|
–
|
–
|
–
|
|
|
88
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$177K
|
-$27.7K
|
-671
|
-14%
|
|
|
89
|
Aspire Private Capital
Cornelius,
North Carolina
|
$136K
|
-$47.7K
|
-1,156
|
-26%
|
|
|
90
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$133K
|
-$18.2K
|
-441
|
-12%
|
|
|
91
|
AssetMark Inc
Concord,
California
|
$132K
|
-$2.64K
|
-64
|
-2%
|
|
|
92
|
Asset Dedication LLC
San Francisco,
California
|
$113K
|
–
|
–
|
–
|
|
|
93
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$95.6K
|
–
|
–
|
–
|
|
|
94
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$84K
|
-$67.2K
|
-1,629
|
-45%
|
|
|
95
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$82K
|
+$124
|
+3
|
+0.2%
|
|
|
96
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$72.9K
|
+$660
|
+16
|
+0.9%
|
|
|
97
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$46K
|
–
|
–
|
–
|
|
|
98
|
Allworth Financial
Folsom,
California
|
$32K
|
–
|
–
|
–
|
|
|
99
|
Running Point Capital Advisors
El Segundo,
California
|
$30.6K
|
–
|
–
|
–
|
|
|
100
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$24.8K
|
-$330
|
-8
|
-1%
|
|
