|
126
|
XML Financial
Bethesda,
Maryland
|
$421K
|
–
|
–
|
–
|
|
|
127
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$420K
|
-$29.6K
|
-161
|
-7%
|
|
|
128
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$419K
|
-$375K
|
-2,039
|
-50%
|
|
|
129
|
Truist Financial
Charlotte,
North Carolina
|
$416K
|
-$43.7K
|
-238
|
-11%
|
|
|
130
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$397K
|
–
|
–
|
–
|
|
|
131
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$390K
|
+$319K
|
+1,738
|
+1,080%
|
|
|
132
|
Security National Bank
Omaha,
Nebraska
|
$387K
|
+$3.12K
|
+17
|
+0.9%
|
|
|
133
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$377K
|
-$17.4K
|
-95
|
-5%
|
|
|
134
|
Perennial Investment Advisors
Los Angeles,
California
|
$375K
|
–
|
–
|
–
|
|
|
135
|
Perigon Wealth Management
San Francisco,
California
|
$369K
|
–
|
–
|
–
|
|
|
136
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$359K
|
-$112K
|
-612
|
-26%
|
|
|
137
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$357K
|
+$11.9K
|
+65
|
+4%
|
|
|
138
|
Dopkins Wealth Management
Williamsville,
New York
|
$354K
|
–
|
–
|
–
|
|
|
139
|
Principal Securities
Des Moines,
Iowa
|
$349K
|
+$11.9K
|
+65
|
+4%
|
|
|
140
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$347K
|
+$41.9K
|
+228
|
+16%
|
|
|
141
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$344K
|
+$308K
|
+1,675
|
New
|
|
|
142
|
Integrity Alliance
Urbandale,
Iowa
|
$335K
|
-$2.02K
|
-11
|
-0.7%
|
|
|
143
|
Providence Financial Advisors
Overland Park,
Kansas
|
$327K
|
–
|
–
|
–
|
|
|
144
|
Silver Oak Securities
Jackson,
Tennessee
|
$326K
|
+$282K
|
+1,536
|
New
|
|
|
145
|
Argent Trust Co
Nashville,
Tennessee
|
$320K
|
–
|
–
|
–
|
|
|
146
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$317K
|
–
|
–
|
–
|
|
|
147
|
Equitable Holdings
New York
|
$313K
|
-$33.6K
|
-183
|
-11%
|
|
|
148
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$306K
|
+$273K
|
+1,487
|
New
|
|
|
149
|
SeaCrest Wealth Management
Purchase,
New York
|
$300K
|
+$252K
|
+1,372
|
New
|
|
|
150
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$292K
|
–
|
–
|
–
|
|
