|
101
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$349K
|
-$206K
|
-1,655
|
-35%
|
|
|
102
|
Next Capital Management
New York
|
$346K
|
–
|
–
|
–
|
|
|
103
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$344K
|
-$37.5K
|
-301
|
-9%
|
|
|
104
|
KeyBank National Association
Cleveland,
Ohio
|
$334K
|
–
|
–
|
–
|
|
|
105
|
Ancora Advisors
Cleveland,
Ohio
|
$333K
|
-$43.7K
|
-351
|
-10%
|
|
|
106
|
First Western Trust Bank
Denver,
Colorado
|
$327K
|
–
|
–
|
–
|
|
|
107
|
Family Wealth Partners
Matthews,
North Carolina
|
$315K
|
-$2.49K
|
-20
|
-0.7%
|
|
|
108
|
Cardiff Park Advisors
Carlsbad,
California
|
$308K
|
–
|
–
|
–
|
|
|
109
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$305K
|
+$9.22K
|
+74
|
+3%
|
|
|
110
|
MML Investors Services
Springfield,
Massachusetts
|
$292K
|
+$11.5K
|
+92
|
+4%
|
|
|
111
|
Garrison Point Advisors
Walnut Creek,
California
|
$287K
|
–
|
–
|
–
|
|
|
112
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$278K
|
-$14K
|
-112
|
-4%
|
|
|
113
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$269K
|
-$1.37K
|
-11
|
-0.5%
|
|
|
114
|
Silvercrest Asset Management
New York
|
$269K
|
-$53.6K
|
-430
|
-15%
|
|
|
115
|
Cascade Financial Partners
San Diego,
California
|
$260K
|
–
|
–
|
–
|
|
|
116
|
Atria Wealth Solutions
New York
|
$259K
|
-$422K
|
-3,384
|
-59%
|
|
|
117
|
Boston Family Office
Boston,
Massachusetts
|
$259K
|
–
|
–
|
–
|
|
|
118
|
KFA Private Wealth Group
Tysons,
Virginia
|
$254K
|
+$285K
|
+2,287
|
New
|
|
|
119
|
NWAM LLC
Mercer Island,
Washington
|
$254K
|
–
|
–
|
–
|
|
|
120
|
Doliver Advisors
Houston,
Texas
|
$246K
|
-$4.49K
|
-36
|
-2%
|
|
|
121
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$237K
|
–
|
–
|
–
|
|
|
122
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$232K
|
–
|
–
|
–
|
|
|
123
|
David Wealth Management
Fairfax,
Virginia
|
$229K
|
–
|
–
|
–
|
|
|
124
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$227K
|
–
|
–
|
–
|
|
|
125
|
First Horizon Advisors
Memphis,
Tennessee
|
$224K
|
+$39K
|
+313
|
+18%
|
|
