|
101
|
Rockefeller Capital Management
New York
|
$236K
|
+$12.2K
|
+690
|
+5%
|
|
|
102
|
Country Club Bank
Kansas City,
Missouri
|
$230K
|
-$12K
|
-675
|
-5%
|
|
|
103
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$225K
|
+$239K
|
+13,463
|
New
|
|
|
104
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$211K
|
+$32.8K
|
+1,848
|
+17%
|
|
|
105
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$206K
|
+$94.3K
|
+5,322
|
+76%
|
|
|
106
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$206K
|
+$34.9K
|
+1,970
|
+19%
|
|
|
107
|
Coastwise Capital Group
La Jolla,
California
|
$185K
|
-$7.69K
|
-434
|
-4%
|
|
|
108
|
|
$183K
|
–
|
–
|
–
|
|
|
109
|
Truist Financial
Charlotte,
North Carolina
|
$183K
|
-$13.7K
|
-774
|
-7%
|
|
|
110
|
Kestra Private Wealth Services
Austin,
Texas
|
$183K
|
+$194K
|
+10,928
|
New
|
|
|
111
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$181K
|
+$192K
|
+10,855
|
New
|
|
|
112
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$167K
|
+$1.06K
|
+60
|
+0.6%
|
|
|
113
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$165K
|
-$32.7K
|
-1,846
|
-16%
|
|
|
114
|
Addison Advisors
Middlebury,
Vermont
|
$113K
|
–
|
–
|
–
|
|
|
115
|
William Blair & Company
Chicago,
Illinois
|
$112K
|
+$78.5K
|
+4,431
|
+197%
|
|
|
116
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$87K
|
-$42.2K
|
-2,381
|
-31%
|
|
|
117
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$86K
|
+$84.7K
|
+4,780
|
+6,289%
|
|
|
118
|
Geneos Wealth Management
Englewood,
Colorado
|
$79K
|
–
|
–
|
–
|
|
|
119
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$64.9K
|
–
|
–
|
–
|
|
|
120
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$53.2K
|
–
|
–
|
–
|
|
|
121
|
Avior Wealth Management
Omaha,
Nebraska
|
$45.4K
|
+$195
|
+11
|
+0.4%
|
|
|
122
|
Baystate Wealth Management
Boston,
Massachusetts
|
$34.4K
|
+$355
|
+20
|
+1%
|
|
|
123
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$32.5K
|
–
|
–
|
–
|
|
|
124
|
Bellevue Asset Management
Bellevue,
Washington
|
$28.2K
|
–
|
–
|
–
|
|
|
125
|
IFP Advisors
Tampa,
Florida
|
$28K
|
-$6.15K
|
-347
|
-17%
|
|
