|
101
|
Lane & Associates
Moorestown,
New Jersey
|
$451K
|
+$225K
|
+6,691
|
+97%
|
|
|
102
|
Kestra Private Wealth Services
Austin,
Texas
|
$450K
|
+$83.9K
|
+2,500
|
+23%
|
|
|
103
|
Blue Trust Inc
Alpharetta,
Georgia
|
$425K
|
+$424K
|
+12,626
|
New
|
|
|
104
|
Independent Family Office
Albany,
New York
|
$408K
|
–
|
–
|
–
|
|
|
105
|
WNY Asset Management
Williamsville,
New York
|
$399K
|
-$20.1K
|
-600
|
-5%
|
|
|
106
|
RFG Advisory
Birmingham,
Alabama
|
$385K
|
+$113K
|
+3,361
|
+41%
|
|
|
107
|
PFG Advisors
Phoenix,
Arizona
|
$376K
|
+$91K
|
+2,710
|
+31%
|
|
|
108
|
CoreCap Advisors
Southfield,
Michigan
|
$341K
|
+$345K
|
+10,283
|
New
|
|
|
109
|
Global Retirement Partners
San Rafael,
California
|
$335K
|
+$6.48K
|
+193
|
+2%
|
|
|
110
|
Brookstone Capital Management
Wheaton,
Illinois
|
$305K
|
-$1.57M
|
-46,679
|
-83%
|
|
|
111
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$270K
|
+$268
|
+8
|
+0.1%
|
|
|
112
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$245K
|
-$3.6M
|
-107,269
|
-94%
|
|
|
113
|
Realta Investment Advisors
Wilmington,
Delaware
|
$241K
|
+$39.2K
|
+1,167
|
+19%
|
|
|
114
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$240K
|
+$242K
|
+7,225
|
New
|
|
|
115
|
Ameriprise
Minneapolis,
Minnesota
|
$239K
|
+$242K
|
+7,216
|
New
|
|
|
116
|
Raymond James Trust
St. Petersburg,
Florida
|
$223K
|
–
|
–
|
–
|
|
|
117
|
Truist Financial
Charlotte,
North Carolina
|
$220K
|
+$223K
|
+6,630
|
New
|
|
|
118
|
Anchor Investment Management
Columbia,
South Carolina
|
$196K
|
+$85.8K
|
+2,555
|
+76%
|
|
|
119
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$190K
|
+$11.2K
|
+335
|
+6%
|
|
|
120
|
Meitav Investment House
Bene-Beraq,
Israel
|
$161K
|
+$163K
|
+4,863
|
New
|
|
|
121
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$113K
|
–
|
–
|
–
|
|
|
122
|
Creative Financial Designs
Kokomo,
Indiana
|
$102K
|
+$44K
|
+1,312
|
+75%
|
|
|
123
|
Ancora Advisors
Cleveland,
Ohio
|
$79K
|
+$805
|
+24
|
+1%
|
|
|
124
|
Sandy Spring Bank
Olney,
Maryland
|
$60K
|
–
|
–
|
–
|
|
|
125
|
Coppell Advisory Solutions
Coppell,
Texas
|
$43K
|
+$43.9K
|
+1,307
|
New
|
|
