|
126
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$292K
|
–
|
–
|
–
|
|
|
127
|
Cambridge Trust
Cambridge,
Massachusetts
|
$290K
|
-$3.02K
|
-34
|
-1%
|
|
|
128
|
1ST Source Bank
South Bend,
Indiana
|
$288K
|
–
|
–
|
–
|
|
|
129
|
Avantax Advisory Services
Dallas,
Texas
|
$287K
|
+$301K
|
+3,392
|
New
|
|
|
130
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$284K
|
+$1.06K
|
+12
|
+0.4%
|
|
|
131
|
IHT Wealth Management
Chicago,
Illinois
|
$279K
|
-$15.3K
|
-173
|
-5%
|
|
|
132
|
R.M. Davis Inc
Portland,
Maine
|
$273K
|
–
|
–
|
–
|
|
|
133
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$273K
|
+$286K
|
+3,226
|
New
|
|
|
134
|
CGN Advisors
Manhattan,
Kansas
|
$264K
|
+$5.06K
|
+57
|
+2%
|
|
|
135
|
Pinnacle Associates
New York
|
$263K
|
+$4.44K
|
+50
|
+2%
|
|
|
136
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$258K
|
-$19.1K
|
-215
|
-7%
|
|
|
137
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$246K
|
+$259K
|
+2,914
|
New
|
|
|
138
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$245K
|
–
|
–
|
–
|
|
|
139
|
Beacon Pointe Advisors
Newport Beach,
California
|
$241K
|
+$29.2K
|
+329
|
+13%
|
|
|
140
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$239K
|
+$251K
|
+2,826
|
New
|
|
|
141
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$224K
|
-$13.1K
|
-148
|
-5%
|
|
|
142
|
Renaissance Technologies
New York
|
$220K
|
+$231K
|
+2,600
|
New
|
|
|
143
|
NWAM LLC
Mercer Island,
Washington
|
$220K
|
–
|
–
|
–
|
|
|
144
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$212K
|
-$56.5K
|
-637
|
-20%
|
|
|
145
|
Corient Private Wealth
Miami,
Florida
|
$204K
|
+$214K
|
+2,411
|
New
|
|
|
146
|
Cozad Asset Management
Champaign,
Illinois
|
$202K
|
–
|
–
|
–
|
|
|
147
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$201K
|
+$211K
|
+2,373
|
New
|
|
|
148
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$199K
|
+$129K
|
+1,459
|
+163%
|
|
|
149
|
IFP Advisors
Tampa,
Florida
|
$192K
|
-$6.74K
|
-76
|
-3%
|
|
|
150
|
TD Private Client Wealth
New York
|
$166K
|
+$131K
|
+1,481
|
+308%
|
|
