|
76
|
Summit Asset Management
Memphis,
Tennessee
|
$255K
|
-$237K
|
-7,790
|
-45%
|
|
|
77
|
Wealthgate Family Office
Boulder,
Colorado
|
$252K
|
–
|
–
|
–
|
|
|
78
|
Warner Financial
Bethesda,
Maryland
|
$248K
|
+$88.3K
|
+2,899
|
+45%
|
|
|
79
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$228K
|
-$323K
|
-10,619
|
-55%
|
|
|
80
|
Tidal Investments
Milwaukee,
Wisconsin
|
$224K
|
-$7.12K
|
-234
|
-3%
|
|
|
81
|
Wealthfront Advisers
Palo Alto,
California
|
$223K
|
+$24.2K
|
+794
|
+10%
|
|
|
82
|
Intrust Bank
Wichita,
Kansas
|
$222K
|
+$47.9K
|
+1,575
|
+23%
|
|
|
83
|
Versant Capital Management
Phoenix,
Arizona
|
$207K
|
–
|
–
|
–
|
|
|
84
|
Credit Suisse
Zurich,
Switzerland
|
$204K
|
+$84.1K
|
+2,763
|
+56%
|
|
|
85
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$194K
|
-$42K
|
-1,380
|
-16%
|
|
|
86
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$182K
|
+$3.04K
|
+100
|
+1%
|
|
|
87
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$182K
|
+$3.04K
|
+100
|
+1%
|
|
|
88
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$170K
|
-$3.14K
|
-103
|
-2%
|
|
|
89
|
Spire Wealth Management
Mclean,
Virginia
|
$142K
|
+$158K
|
+5,177
|
+3,620%
|
|
|
90
|
Belpointe Asset Management
Reno,
Nevada
|
$123K
|
-$12.6K
|
-413
|
-8%
|
|
|
91
|
Main Management
San Francisco,
California
|
$107K
|
-$463K
|
-15,216
|
-79%
|
|
|
92
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$107K
|
-$2.71K
|
-89
|
-2%
|
|
|
93
|
Rockefeller Capital Management
New York
|
$93K
|
–
|
–
|
–
|
|
|
94
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$85K
|
-$32.7K
|
-1,073
|
-25%
|
|
|
95
|
Whittier Trust
South Pasadena,
California
|
$80K
|
-$23.3K
|
-765
|
-20%
|
|
|
96
|
Accel Wealth Management
Waverly,
Iowa
|
$71K
|
–
|
–
|
–
|
|
|
97
|
Bank of America
Charlotte,
North Carolina
|
$65K
|
+$28.9K
|
+948
|
+63%
|
|
|
98
|
Brown Brothers Harriman & Co
New York
|
$43K
|
-$24.4K
|
-800
|
-33%
|
|
|
99
|
Realta Investment Advisors
Wilmington,
Delaware
|
$39K
|
+$44.8K
|
+1,470
|
New
|
|
|
100
|
Optimum Investment Advisors
Chicago,
Illinois
|
$36K
|
–
|
–
|
–
|
|
