|
101
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$608K
|
-$29.2K
|
-333
|
-5%
|
|
|
102
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$584K
|
-$23.8K
|
-271
|
-4%
|
|
|
103
|
Cresset Asset Management
Chicago,
Illinois
|
$583K
|
-$236K
|
-2,690
|
-29%
|
|
|
104
|
Quantinno Capital Management
New York
|
$578K
|
-$67.2K
|
-766
|
-11%
|
|
|
105
|
Investmark Advisory Group
Shelton,
Connecticut
|
$564K
|
+$1.32K
|
+15
|
+0.2%
|
|
|
106
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$564K
|
–
|
–
|
–
|
|
|
107
|
XTX Topco
George Town,
Cayman Islands
|
$562K
|
+$278K
|
+3,166
|
+104%
|
|
|
108
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$562K
|
–
|
–
|
–
|
|
|
109
|
Point72 Asset Management
Stamford,
Connecticut
|
$544K
|
+$126K
|
+1,436
|
+31%
|
|
|
110
|
Rockefeller Capital Management
New York
|
$536K
|
+$50.5K
|
+576
|
+11%
|
|
|
111
|
Objective Capital Management
Pepper Pike,
Ohio
|
$531K
|
+$175
|
+2
|
+0%
|
|
|
112
|
Horizon Family Wealth
Chicago,
Illinois
|
$521K
|
+$78.3K
|
+893
|
+18%
|
|
|
113
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$495K
|
+$183K
|
+2,084
|
+62%
|
|
|
114
|
New Insight Wealth Advisors
San Ramon,
California
|
$488K
|
-$38.5K
|
-439
|
-8%
|
|
|
115
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$482K
|
-$91.7K
|
-1,045
|
-16%
|
|
|
116
|
|
$475K
|
-$77.3K
|
-881
|
-14%
|
|
|
117
|
Northern Trust
Chicago,
Illinois
|
$463K
|
-$18.5K
|
-211
|
-4%
|
|
|
118
|
Capital Performance Advisors
Walnut Creek,
California
|
$454K
|
+$18.2K
|
+208
|
+4%
|
|
|
119
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$447K
|
–
|
–
|
–
|
|
|
120
|
Arax Advisory Partners
Denver,
Colorado
|
$443K
|
+$269K
|
+3,069
|
+168%
|
|
|
121
|
Waverly Advisors
Birmingham,
Alabama
|
$424K
|
-$19.3K
|
-220
|
-4%
|
|
|
122
|
Register Financial Advisors
Atlanta,
Georgia
|
$415K
|
+$702
|
+8
|
+0.2%
|
|
|
123
|
PUREfi Wealth
Boston,
Massachusetts
|
$403K
|
-$30.5K
|
-348
|
-7%
|
|
|
124
|
XP Advisory US
Miami,
Florida
|
$402K
|
+$389K
|
+4,440
|
New
|
|
|
125
|
D.A. Davidson & Co
Great Falls,
Montana
|
$396K
|
-$36.2K
|
-413
|
-9%
|
|
