|
151
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$215K
|
+$299
|
+13
|
+0.1%
|
|
|
152
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$207K
|
+$2.05K
|
+89
|
+1%
|
|
|
153
|
Boreal Capital Management
Miami,
Florida
|
$207K
|
–
|
–
|
–
|
|
|
154
|
OneAscent Financial Services
Birmingham,
Alabama
|
$206K
|
+$207K
|
+8,981
|
New
|
|
|
155
|
Liberty Wealth Management
Oakland,
California
|
$201K
|
+$1.57K
|
+68
|
+0.8%
|
|
|
156
|
Bank of New York Mellon
New York
|
$200K
|
+$201K
|
+8,717
|
New
|
|
|
157
|
Rockefeller Capital Management
New York
|
$199K
|
+$5.32K
|
+231
|
+3%
|
|
|
158
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$193K
|
+$194K
|
+8,414
|
New
|
|
|
159
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$170K
|
-$5.02K
|
-218
|
-3%
|
|
|
160
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$109K
|
+$110K
|
+4,767
|
New
|
|
|
161
|
North Star Investment Management
Chicago,
Illinois
|
$107K
|
+$9.21K
|
+400
|
+9%
|
|
|
162
|
Advisory Services Network
Atlanta,
Georgia
|
$92.9K
|
+$93.2K
|
+4,049
|
New
|
|
|
163
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$83.5K
|
+$2.44K
|
+106
|
+3%
|
|
|
164
|
Private Trust Company
Cleveland,
Ohio
|
$67.8K
|
–
|
–
|
–
|
|
|
165
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$66.7K
|
-$49.3K
|
-2,142
|
-42%
|
|
|
166
|
Blue Trust Inc
Alpharetta,
Georgia
|
$65.5K
|
+$207
|
+9
|
+0.3%
|
|
|
167
|
Clearstead Advisors
Cleveland,
Ohio
|
$56K
|
–
|
–
|
–
|
|
|
168
|
CNB Bank
Clearfield,
Pennsylvania
|
$51.2K
|
-$415
|
-18
|
-0.8%
|
|
|
169
|
Napier Financial
Braintree,
Massachusetts
|
$33.8K
|
+$33.9K
|
+1,474
|
New
|
|
|
170
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$25.9K
|
-$4.51K
|
-196
|
-15%
|
|
|
171
|
CX Institutional
Auburn,
Indiana
|
$21K
|
+$207
|
+9
|
+1%
|
|
|
172
|
Fidelity Investments
Boston,
Massachusetts
|
$21K
|
+$21K
|
+914
|
New
|
|
|
173
|
Gilpin Wealth Management
Denver,
Colorado
|
$15.7K
|
–
|
–
|
–
|
|
|
174
|
Harbour Investments
Madison,
Wisconsin
|
$9.61K
|
+$69
|
+3
|
+0.7%
|
|
|
175
|
US Bancorp
Minneapolis,
Minnesota
|
$9.18K
|
–
|
–
|
–
|
|
