|
101
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$229K
|
–
|
–
|
–
|
|
|
102
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$226K
|
+$4.91K
|
+230
|
+2%
|
|
|
103
|
United Capital Financial Advisors
Irving,
Texas
|
$225K
|
+$2.46K
|
+115
|
+1%
|
|
|
104
|
Ballentine Partners
Waltham,
Massachusetts
|
$225K
|
+$216K
|
+10,100
|
New
|
|
|
105
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$219K
|
+$210K
|
+9,825
|
New
|
|
|
106
|
Ascent Group
Virginia Beach,
Virginia
|
$217K
|
+$2.24K
|
+105
|
+1%
|
|
|
107
|
Truist Financial
Charlotte,
North Carolina
|
$213K
|
+$9.18K
|
+430
|
+5%
|
|
|
108
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$211K
|
+$200K
|
+9,345
|
New
|
|
|
109
|
Parallel Advisors
San Francisco,
California
|
$207K
|
-$854
|
-40
|
-0.4%
|
|
|
110
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$206K
|
–
|
–
|
–
|
|
|
111
|
&Partners
Nashville,
Tennessee
|
$203K
|
+$194K
|
+9,105
|
New
|
|
|
112
|
Osaic Holdings
Scottsdale,
Arizona
|
$189K
|
+$86.3K
|
+4,040
|
+90%
|
|
|
113
|
Blue Trust Inc
Alpharetta,
Georgia
|
$177K
|
+$148K
|
+6,925
|
+635%
|
|
|
114
|
WhitTier Trust Company
Reno,
Nevada
|
$126K
|
+$71.3K
|
+3,340
|
+144%
|
|
|
115
|
GAMMA Investing
Foster City,
California
|
$118K
|
+$23.5K
|
+1,100
|
+26%
|
|
|
116
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$106K
|
+$9.93K
|
+465
|
+11%
|
|
|
117
|
Huntington National Bank
Columbus,
Ohio
|
$101K
|
+$29.3K
|
+1,370
|
+43%
|
|
|
118
|
Lindbrook Capital
Calabasas,
California
|
$83.1K
|
–
|
–
|
–
|
|
|
119
|
Cromwell Holdings
Jackson,
Wyoming
|
$67.9K
|
+$65.1K
|
+3,050
|
New
|
|
|
120
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$64.1K
|
-$4.38K
|
-205
|
-7%
|
|
|
121
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$61.4K
|
+$5.87K
|
+275
|
+12%
|
|
|
122
|
Farther Finance Advisors
San Francisco,
California
|
$51.2K
|
+$19K
|
+890
|
+63%
|
|
|
123
|
WealthCollab
Bellevue,
Washington
|
$34.4K
|
–
|
–
|
–
|
|
|
124
|
Avior Wealth Management
Omaha,
Nebraska
|
$31.7K
|
+$961
|
+45
|
+3%
|
|
|
125
|
Bruce G. Allen Investments
Denver,
Colorado
|
$28.9K
|
+$1.92K
|
+90
|
+7%
|
|
