|
926
|
Journey Strategic Wealth
Summit,
New Jersey
|
$200K
|
+$186K
|
+6,184
|
New
|
|
|
927
|
State of Wyoming
Cheyenne,
Wyoming
|
$192K
|
-$6.39K
|
-212
|
-3%
|
|
|
928
|
Private Trust Company
Cleveland,
Ohio
|
$191K
|
–
|
–
|
–
|
|
|
929
|
Homestead Advisers
Arlington,
Virginia
|
$189K
|
–
|
–
|
–
|
|
|
930
|
Chesapeake Asset Management
New York
|
$183K
|
+$11.5K
|
+382
|
+7%
|
|
|
931
|
Headlands Technologies
Chicago,
Illinois
|
$181K
|
+$168K
|
+5,574
|
New
|
|
|
932
|
BOK Financial
Tulsa,
Oklahoma
|
$175K
|
+$482
|
+16
|
+0.3%
|
|
|
933
|
Planned Solutions
Folsom,
California
|
$175K
|
+$163K
|
+5,400
|
New
|
|
|
934
|
AssetMark Inc
Concord,
California
|
$172K
|
+$42.2K
|
+1,400
|
+36%
|
|
|
935
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$165K
|
-$1.15K
|
-38
|
-0.7%
|
|
|
936
|
PrairieView Partners
St. Paul,
Minnesota
|
$161K
|
-$58.3K
|
-1,936
|
-28%
|
|
|
937
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$160K
|
-$60
|
-2
|
-0%
|
|
|
938
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$156K
|
+$145K
|
+4,814
|
New
|
|
|
939
|
Spire Wealth Management
Mclean,
Virginia
|
$152K
|
+$1.51K
|
+50
|
+1%
|
|
|
940
|
|
$151K
|
-$168K
|
-5,560
|
-54%
|
|
|
941
|
Advisornet Financial
Minnetonka,
Minnesota
|
$146K
|
+$38.1K
|
+1,266
|
+39%
|
|
|
942
|
Thompson Investment Management
Madison,
Wisconsin
|
$143K
|
–
|
–
|
–
|
|
|
943
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$140K
|
+$96.4K
|
+3,200
|
+281%
|
|
|
944
|
Norwood Financial
Honesdale,
Pennsylvania
|
$139K
|
–
|
–
|
–
|
|
|
945
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$139K
|
–
|
–
|
–
|
|
|
946
|
Allworth Financial
Folsom,
California
|
$137K
|
+$12.7K
|
+420
|
+11%
|
|
|
947
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$135K
|
-$53.6K
|
-1,780
|
-30%
|
|
|
948
|
Osterweis Capital Management
San Francisco,
California
|
$130K
|
–
|
–
|
–
|
|
|
949
|
Tompkins Financial
Ithaca,
New York
|
$130K
|
–
|
–
|
–
|
|
|
950
|
Blue Trust Inc
Alpharetta,
Georgia
|
$126K
|
-$8.86K
|
-294
|
-6%
|
|
