|
126
|
Truist Financial
Charlotte,
North Carolina
|
$310K
|
-$95K
|
-715
|
-24%
|
|
|
127
|
Mission Wealth Management
Santa Barbara,
California
|
$301K
|
+$6.38K
|
+48
|
+2%
|
|
|
128
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$285K
|
+$78.6K
|
+592
|
+41%
|
|
|
129
|
Colonial River Investments
Midlothian,
Virginia
|
$275K
|
-$9.16K
|
-69
|
-3%
|
|
|
130
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$270K
|
+$257K
|
+1,936
|
New
|
|
|
131
|
Advisor Partners
Walnut Creek,
California
|
$265K
|
+$252K
|
+1,900
|
New
|
|
|
132
|
Knowledge Leaders Capital
Denver,
Colorado
|
$260K
|
-$3.85K
|
-29
|
-2%
|
|
|
133
|
|
$259K
|
+$247K
|
+1,856
|
New
|
|
|
134
|
AssetMark Inc
Concord,
California
|
$256K
|
-$1.59K
|
-12
|
-0.6%
|
|
|
135
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$249K
|
+$797
|
+6
|
+0.3%
|
|
|
136
|
Credential Qtrade Securities
Vancouver,
|
$235K
|
+$59.1K
|
+445
|
+36%
|
|
|
137
|
Clarius Group LLC
Seattle,
Washington
|
$232K
|
+$221K
|
+1,661
|
New
|
|
|
138
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$230K
|
+$220K
|
+1,660
|
New
|
|
|
139
|
Snowden Capital Advisors
New York
|
$216K
|
+$206K
|
+1,554
|
New
|
|
|
140
|
HighTower Advisors
Chicago,
Illinois
|
$207K
|
+$194K
|
+1,463
|
New
|
|
|
141
|
Prudential Financial
Newark,
New Jersey
|
$207K
|
+$197K
|
+1,481
|
New
|
|
|
142
|
Citadel Advisors
Miami,
Florida
|
$206K
|
+$196K
|
+1,476
|
New
|
|
|
143
|
TD Private Client Wealth
New York
|
$179K
|
-$13.3K
|
-100
|
-7%
|
|
|
144
|
Annapolis Financial Services
Annapolis,
Maryland
|
$178K
|
–
|
–
|
–
|
|
|
145
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$166K
|
+$26.6K
|
+200
|
+20%
|
|
|
146
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$153K
|
–
|
–
|
–
|
|
|
147
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$148K
|
+$11.8K
|
+89
|
+9%
|
|
|
148
|
SignatureFD
Atlanta,
Georgia
|
$133K
|
+$18.7K
|
+141
|
+17%
|
|
|
149
|
Parallel Advisors
San Francisco,
California
|
$89K
|
+$2.66K
|
+20
|
+3%
|
|
|
150
|
PNC Managed Account Solutions
Houston,
Texas
|
$78K
|
+$74.4K
|
+560
|
New
|
|
