|
151
|
West Family Investments
Carlsbad,
California
|
$295K
|
+$285K
|
+12,738
|
New
|
|
|
152
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$293K
|
+$24.9K
|
+1,109
|
+10%
|
|
|
153
|
GAMMA Investing
Foster City,
California
|
$293K
|
-$50.1K
|
-2,235
|
-15%
|
|
|
154
|
Cetera Trust Company
St. Paul,
Minnesota
|
$292K
|
+$1.7K
|
+76
|
+0.6%
|
|
|
155
|
Truist Financial
Charlotte,
North Carolina
|
$289K
|
+$280K
|
+12,491
|
New
|
|
|
156
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$286K
|
-$2.69K
|
-120
|
-1%
|
|
|
157
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$270K
|
–
|
–
|
–
|
|
|
158
|
Brooklyn Investment Group
Brooklyn,
New York
|
$268K
|
+$88.8K
|
+3,963
|
+52%
|
|
|
159
|
Franklin Resources
San Mateo,
California
|
$267K
|
+$5.13K
|
+229
|
+2%
|
|
|
160
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$267K
|
-$10.9K
|
-487
|
-4%
|
|
|
161
|
DGS Capital Management
Jersey City,
New Jersey
|
$267K
|
-$18.4K
|
-820
|
-7%
|
|
|
162
|
Net Worth Advisory Group
Sandy,
Utah
|
$261K
|
-$9.23K
|
-412
|
-4%
|
|
|
163
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$261K
|
+$30.4K
|
+1,357
|
+14%
|
|
|
164
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$261K
|
+$1.64K
|
+73
|
+0.7%
|
|
|
165
|
Sequoia Financial Advisors
Akron,
Ohio
|
$258K
|
+$49K
|
+2,187
|
+24%
|
|
|
166
|
Waverly Advisors
Birmingham,
Alabama
|
$257K
|
+$5.49K
|
+245
|
+2%
|
|
|
167
|
Lido Advisors
Los Angeles,
California
|
$256K
|
-$18.6K
|
-831
|
-7%
|
|
|
168
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$256K
|
+$11.1K
|
+497
|
+5%
|
|
|
169
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$250K
|
-$33.6K
|
-1,501
|
-12%
|
|
|
170
|
Forum Financial Management
Lombard,
Illinois
|
$243K
|
-$47.9K
|
-2,138
|
-17%
|
|
|
171
|
Facet Wealth Inc
Baltimore,
Maryland
|
$238K
|
-$8.92K
|
-398
|
-4%
|
|
|
172
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$234K
|
+$18.2K
|
+813
|
+9%
|
|
|
173
|
Brown Advisory
Baltimore,
Maryland
|
$233K
|
-$26.2K
|
-1,168
|
-10%
|
|
|
174
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$223K
|
-$12.9K
|
-574
|
-6%
|
|
|
175
|
Bridgewater Advisors
New York
|
$221K
|
+$183K
|
+8,186
|
New
|
|
