|
126
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$541K
|
–
|
–
|
–
|
|
|
127
|
|
$538K
|
–
|
–
|
–
|
|
|
128
|
Kingswood Wealth Advisors
San Diego,
California
|
$518K
|
-$2.52M
|
-33,235
|
-83%
|
|
|
129
|
Stifel Financial
St. Louis,
Missouri
|
$514K
|
-$644K
|
-8,502
|
-55%
|
|
|
130
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$512K
|
+$265K
|
+3,500
|
+100%
|
|
|
131
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$493K
|
–
|
–
|
–
|
|
|
132
|
Brookstone Capital Management
Wheaton,
Illinois
|
$489K
|
-$640K
|
-8,439
|
-56%
|
|
|
133
|
Parallel Advisors
San Francisco,
California
|
$476K
|
+$129K
|
+1,696
|
+35%
|
|
|
134
|
Mirador Capital Partners
Pleasanton,
California
|
$464K
|
+$480K
|
+6,329
|
New
|
|
|
135
|
Montag & Associates
Atlanta,
Georgia
|
$458K
|
–
|
–
|
–
|
|
|
136
|
Unique Wealth
Clearwater,
Florida
|
$457K
|
+$1.52K
|
+20
|
+0.3%
|
|
|
137
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$455K
|
+$1.14K
|
+15
|
+0.2%
|
|
|
138
|
NTV Asset Management
Charleston,
West Virginia
|
$450K
|
–
|
–
|
–
|
|
|
139
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$447K
|
+$222K
|
+2,927
|
+92%
|
|
|
140
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$440K
|
+$12.7K
|
+167
|
+3%
|
|
|
141
|
GSB Wealth Management
Guilford,
Connecticut
|
$437K
|
+$7.5K
|
+99
|
+2%
|
|
|
142
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$426K
|
–
|
–
|
–
|
|
|
143
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$419K
|
-$2.49M
|
-32,819
|
-85%
|
|
|
144
|
Ignite Planners
San Clemente,
California
|
$412K
|
+$427K
|
+5,635
|
New
|
|
|
145
|
Corient Private Wealth
Miami,
Florida
|
$410K
|
+$6.52K
|
+86
|
+2%
|
|
|
146
|
Truist Financial
Charlotte,
North Carolina
|
$394K
|
-$7.58K
|
-100
|
-2%
|
|
|
147
|
Comerica Bank
Dallas,
Texas
|
$387K
|
+$401K
|
+5,288
|
New
|
|
|
148
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$378K
|
+$391K
|
+5,164
|
New
|
|
|
149
|
Thomasville National Bank
Thomasville,
Georgia
|
$378K
|
+$5.99K
|
+79
|
+2%
|
|
|
150
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$375K
|
+$12.4K
|
+163
|
+3%
|
|
