|
101
|
Steward Partners Investment Advisory
New York
|
$317K
|
-$269K
|
-9,458
|
-48%
|
|
|
102
|
Frisch Financial Group
Melville,
New York
|
$313K
|
-$3.47K
|
-122
|
-1%
|
|
|
103
|
Bogart Wealth LLC
Mclean,
Virginia
|
$308K
|
–
|
–
|
–
|
|
|
104
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$302K
|
-$212K
|
-7,436
|
-43%
|
|
|
105
|
Belpointe Asset Management
Reno,
Nevada
|
$302K
|
+$626
|
+22
|
+0.2%
|
|
|
106
|
Koshinski Asset Management
Decatur,
Illinois
|
$296K
|
+$171
|
+6
|
+0.1%
|
|
|
107
|
Alethea Capital Management
Mercer Island,
Washington
|
$293K
|
–
|
–
|
–
|
|
|
108
|
AE Wealth Management
Topeka,
Kansas
|
$289K
|
-$4.1M
|
-144,008
|
-94%
|
|
|
109
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$282K
|
+$82.5K
|
+2,898
|
+45%
|
|
|
110
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$279K
|
-$137K
|
-4,800
|
-34%
|
|
|
111
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$279K
|
–
|
–
|
–
|
|
|
112
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$265K
|
+$248K
|
+8,728
|
New
|
|
|
113
|
NovaPoint Capital
Atlanta,
Georgia
|
$253K
|
–
|
–
|
–
|
|
|
114
|
9258 Wealth Management
Blue Ash,
Ohio
|
$253K
|
+$341
|
+12
|
+0.1%
|
|
|
115
|
Truist Financial
Charlotte,
North Carolina
|
$240K
|
-$1.57M
|
-55,158
|
-87%
|
|
|
116
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$239K
|
–
|
–
|
–
|
|
|
117
|
D.A. Davidson & Co
Great Falls,
Montana
|
$231K
|
+$217K
|
+7,622
|
New
|
|
|
118
|
Whittier Trust
South Pasadena,
California
|
$222K
|
–
|
–
|
–
|
|
|
119
|
Parametric Portfolio Associates
Seattle,
Washington
|
$221K
|
-$55.9K
|
-1,964
|
-21%
|
|
|
120
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$221K
|
+$57
|
+2
|
+0%
|
|
|
121
|
Graypoint LLC
Albany,
New York
|
$213K
|
+$200K
|
+7,018
|
New
|
|
|
122
|
Moors & Cabot
Boston,
Massachusetts
|
$212K
|
-$93K
|
-3,270
|
-32%
|
|
|
123
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$210K
|
+$197K
|
+6,926
|
New
|
|
|
124
|
Phoenix Financial
Givatayim,
Israel
|
$209K
|
+$206K
|
+7,240
|
New
|
|
|
125
|
CRA Financial Services
Northfield,
New Jersey
|
$207K
|
-$65.3K
|
-2,296
|
-25%
|
|
