|
101
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$254K
|
–
|
–
|
–
|
|
|
102
|
Jag Capital Management
St Louis,
Missouri
|
$252K
|
+$34K
|
+918
|
+16%
|
|
|
103
|
First United Bank & Trust
Oakland,
Maryland
|
$251K
|
-$26.3K
|
-710
|
-10%
|
|
|
104
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$251K
|
-$7.46K
|
-201
|
-3%
|
|
|
105
|
BOK Financial
Tulsa,
Oklahoma
|
$249K
|
-$33.4K
|
-900
|
-12%
|
|
|
106
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$243K
|
-$74.2K
|
-2,000
|
-24%
|
|
|
107
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$241K
|
+$81.7K
|
+2,202
|
+55%
|
|
|
108
|
KCM Investment Advisors
Greenbrae,
California
|
$234K
|
+$225K
|
+6,059
|
New
|
|
|
109
|
AllSquare Wealth Management
Albany,
New York
|
$225K
|
–
|
–
|
–
|
|
|
110
|
American Portfolios Advisors
Holbrook,
New York
|
$223K
|
+$30K
|
+810
|
+16%
|
|
|
111
|
WealthSource Partners
San Luis Obispo,
California
|
$220K
|
-$334
|
-9
|
-0.2%
|
|
|
112
|
Equitable Trust
Nashville,
Tennessee
|
$218K
|
–
|
–
|
–
|
|
|
113
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$218K
|
–
|
–
|
–
|
|
|
114
|
Truist Financial
Charlotte,
North Carolina
|
$218K
|
+$209K
|
+5,647
|
New
|
|
|
115
|
Sandy Spring Bank
Olney,
Maryland
|
$211K
|
–
|
–
|
–
|
|
|
116
|
TrueWealth LLC
Atlanta,
Georgia
|
$209K
|
–
|
–
|
–
|
|
|
117
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$208K
|
-$21.4K
|
-576
|
-10%
|
|
|
118
|
North Star Investment Management
Chicago,
Illinois
|
$208K
|
+$25.2K
|
+679
|
+14%
|
|
|
119
|
Pacific Sun Financial
Los Angeles,
California
|
$207K
|
+$198K
|
+5,350
|
New
|
|
|
120
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$205K
|
-$10.2K
|
-275
|
-5%
|
|
|
121
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$204K
|
+$197K
|
+5,305
|
New
|
|
|
122
|
Raymond James Trust
St. Petersburg,
Florida
|
$203K
|
+$195K
|
+5,250
|
New
|
|
|
123
|
Webster Bank
Waterbury,
Connecticut
|
$202K
|
–
|
–
|
–
|
|
|
124
|
Cetera Advisor Networks
El Segundo,
California
|
$201K
|
+$191K
|
+5,140
|
New
|
|
|
125
|
SG Americas Securities
New York
|
$171K
|
–
|
–
|
–
|
|
