|
126
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$250K
|
+$10.6K
|
+147
|
+5%
|
|
|
127
|
Bessemer Group
Woodbridge,
New Jersey
|
$247K
|
–
|
–
|
–
|
|
|
128
|
Summit Wealth Partners
Orlando,
Florida
|
$245K
|
-$99.2K
|
-1,371
|
-29%
|
|
|
129
|
Secure Asset Management
Troy,
Michigan
|
$244K
|
+$1.59K
|
+22
|
+0.7%
|
|
|
130
|
Spinnaker Trust
Portland,
Maine
|
$230K
|
–
|
–
|
–
|
|
|
131
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$228K
|
-$25.8K
|
-356
|
-10%
|
|
|
132
|
Thomasville National Bank
Thomasville,
Georgia
|
$227K
|
–
|
–
|
–
|
|
|
133
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$227K
|
+$225K
|
+3,106
|
New
|
|
|
134
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$215K
|
-$41.8K
|
-578
|
-16%
|
|
|
135
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$211K
|
-$42.2K
|
-583
|
-17%
|
|
|
136
|
Truist Financial
Charlotte,
North Carolina
|
$211K
|
-$19.2K
|
-265
|
-8%
|
|
|
137
|
Univest Financial
Souderton,
Pennsylvania
|
$211K
|
+$209K
|
+2,886
|
New
|
|
|
138
|
PrairieView Partners
St. Paul,
Minnesota
|
$191K
|
–
|
–
|
–
|
|
|
139
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$185K
|
–
|
–
|
–
|
|
|
140
|
Parallel Advisors
San Francisco,
California
|
$183K
|
–
|
–
|
–
|
|
|
141
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$177K
|
–
|
–
|
–
|
|
|
142
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$174K
|
+$103K
|
+1,417
|
+147%
|
|
|
143
|
Steward Partners Investment Advisory
New York
|
$168K
|
+$166K
|
+2,300
|
New
|
|
|
144
|
William Blair & Company
Chicago,
Illinois
|
$149K
|
+$65.6K
|
+907
|
+81%
|
|
|
145
|
Jackson Square Capital
San Francisco,
California
|
$142K
|
-$14.4K
|
-199
|
-9%
|
|
|
146
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$110K
|
–
|
–
|
–
|
|
|
147
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$105K
|
-$5.43K
|
-75
|
-5%
|
|
|
148
|
Disciplined Investments
Tulsa,
Oklahoma
|
$98K
|
+$24.9K
|
+344
|
+35%
|
|
|
149
|
Aspire Private Capital
Cornelius,
North Carolina
|
$96K
|
+$94.9K
|
+1,311
|
+32,775%
|
|
|
150
|
Holloway Wealth Management
Gainesville,
Florida
|
$72K
|
–
|
–
|
–
|
|
