|
126
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$1.69M
|
+$974K
|
+8,863
|
+137%
|
|
|
127
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$1.62M
|
-$495K
|
-4,505
|
-23%
|
|
|
128
|
TDAM USA
Toronto,
Ontario, Canada
|
$1.61M
|
-$368K
|
-3,350
|
-19%
|
|
|
129
|
Concert Wealth Management
San Jose,
California
|
$1.54M
|
-$34.5K
|
-314
|
-2%
|
|
|
130
|
BlackRock Fund Advisors
San Francisco,
California
|
$1.52M
|
-$2.59M
|
-23,537
|
-63%
|
|
|
131
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.44M
|
-$53.5K
|
-487
|
-4%
|
|
|
132
|
Ronald Blue & Co
Roswell,
Georgia
|
$1.43M
|
+$640K
|
+5,826
|
+81%
|
|
|
133
|
Davidson Investment Advisors
Great Falls,
Montana
|
$1.38M
|
-$194K
|
-1,762
|
-12%
|
|
|
134
|
Creative Planning
Overland Park,
Kansas
|
$1.31M
|
+$341K
|
+3,102
|
+35%
|
|
|
135
|
HM Payson & Co
Portland,
Maine
|
$1.3M
|
-$401K
|
-3,650
|
-24%
|
|
|
136
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$1.28M
|
+$5.28K
|
+48
|
+0.4%
|
|
|
137
|
Investment Centers of America
Bismarck,
North Dakota
|
$1.27M
|
+$122K
|
+1,113
|
+11%
|
|
|
138
|
Nomura Asset Management
Tokyo,
Japan
|
$1.27M
|
–
|
–
|
–
|
|
|
139
|
M&T Bank
Buffalo,
New York
|
$1.21M
|
+$130K
|
+1,179
|
+12%
|
|
|
140
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$1.19M
|
+$19.8K
|
+180
|
+2%
|
|
|
141
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.17M
|
-$44.1K
|
-401
|
-4%
|
|
|
142
|
Fort Point Capital Partners
San Francisco,
California
|
$1.16M
|
-$142K
|
-1,291
|
-11%
|
|
|
143
|
Alesco Advisors
Pittsford,
New York
|
$1.13M
|
+$212K
|
+1,925
|
+23%
|
|
|
144
|
IFC Holdings
Tampa,
Florida
|
$1.09M
|
+$70.5K
|
+641
|
+7%
|
|
|
145
|
Partnervest Advisory Services
Santa Barbara,
California
|
$1.09M
|
+$188K
|
+1,708
|
+21%
|
|
|
146
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.08M
|
-$335K
|
-3,046
|
-24%
|
|
|
147
|
Truist Financial
Charlotte,
North Carolina
|
$942K
|
-$68.7K
|
-625
|
-7%
|
|
|
148
|
Commerce Bank
Kansas City,
Missouri
|
$925K
|
–
|
–
|
–
|
|
|
149
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$908K
|
-$275K
|
-2,500
|
-23%
|
|
|
150
|
LPL Financial
San Diego,
California
|
$903K
|
+$391K
|
+3,554
|
+76%
|
|
