|
126
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$300K
|
-$7.71K
|
-291
|
-3%
|
|
|
127
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$278K
|
+$43.1K
|
+1,627
|
+21%
|
|
|
128
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$271K
|
+$20.1K
|
+758
|
+9%
|
|
|
129
|
Parallel Advisors
San Francisco,
California
|
$270K
|
-$530
|
-20
|
-0.2%
|
|
|
130
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$266K
|
+$241K
|
+9,106
|
New
|
|
|
131
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$264K
|
+$237K
|
+8,957
|
New
|
|
|
132
|
United Capital Financial Advisors
Irving,
Texas
|
$251K
|
+$10.5K
|
+398
|
+5%
|
|
|
133
|
Truist Financial
Charlotte,
North Carolina
|
$249K
|
+$8.92K
|
+337
|
+4%
|
|
|
134
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$233K
|
+$211K
|
+7,973
|
New
|
|
|
135
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$233K
|
–
|
–
|
–
|
|
|
136
|
Abacus Wealth Partners
Santa Monica,
California
|
$233K
|
+$211K
|
+7,957
|
New
|
|
|
137
|
Sage Rhino Capital
Menlo Park,
California
|
$230K
|
-$5.45K
|
-206
|
-3%
|
|
|
138
|
|
$220K
|
-$19.5K
|
-735
|
-9%
|
|
|
139
|
Atria Investments
Charlotte,
North Carolina
|
$215K
|
+$195K
|
+7,348
|
New
|
|
|
140
|
D'Orazio & Associates
Falls Church,
Virginia
|
$213K
|
+$193K
|
+7,301
|
New
|
|
|
141
|
Hantz Financial Services
Southfield,
Michigan
|
$212K
|
+$67.5K
|
+2,549
|
+54%
|
|
|
142
|
Ballentine Partners
Waltham,
Massachusetts
|
$212K
|
+$192K
|
+7,246
|
New
|
|
|
143
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$207K
|
+$187K
|
+7,071
|
New
|
|
|
144
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$205K
|
+$186K
|
+7,029
|
New
|
|
|
145
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$204K
|
+$185K
|
+6,984
|
New
|
|
|
146
|
GAMMA Investing
Foster City,
California
|
$196K
|
+$11.3K
|
+427
|
+7%
|
|
|
147
|
Rockefeller Capital Management
New York
|
$162K
|
+$57.1K
|
+2,155
|
+64%
|
|
|
148
|
BNP Paribas Financial Markets
Paris,
France
|
$154K
|
-$405K
|
-15,283
|
-74%
|
|
|
149
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$140K
|
-$21.1K
|
-798
|
-14%
|
|
|
150
|
Huntington National Bank
Columbus,
Ohio
|
$106K
|
-$14.4K
|
-545
|
-13%
|
|
