|
126
|
Summit Trail Advisors
New York
|
$361K
|
+$392K
|
+12,714
|
New
|
|
|
127
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$359K
|
-$20.9K
|
-680
|
-5%
|
|
|
128
|
Rockefeller Capital Management
New York
|
$356K
|
+$213K
|
+6,903
|
+123%
|
|
|
129
|
Sivia Capital Partners
Mill Valley,
California
|
$343K
|
+$372K
|
+12,077
|
New
|
|
|
130
|
&Partners
Nashville,
Tennessee
|
$338K
|
+$84.6K
|
+2,747
|
+30%
|
|
|
131
|
Stifel Financial
St. Louis,
Missouri
|
$326K
|
-$16.5K
|
-535
|
-4%
|
|
|
132
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$311K
|
+$44.9K
|
+1,456
|
+15%
|
|
|
133
|
Truist Financial
Charlotte,
North Carolina
|
$309K
|
+$73.6K
|
+2,390
|
+28%
|
|
|
134
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$298K
|
+$1.11K
|
+36
|
+0.3%
|
|
|
135
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$295K
|
+$7.55K
|
+245
|
+2%
|
|
|
136
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$293K
|
+$13.3K
|
+432
|
+4%
|
|
|
137
|
KeyBank National Association
Cleveland,
Ohio
|
$288K
|
+$312K
|
+10,124
|
New
|
|
|
138
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$286K
|
+$66K
|
+2,141
|
+27%
|
|
|
139
|
M&T Bank
Buffalo,
New York
|
$281K
|
-$6.5K
|
-211
|
-2%
|
|
|
140
|
Mattson Financial Services
Kentwood,
Michigan
|
$277K
|
+$300K
|
+9,741
|
New
|
|
|
141
|
GAMMA Investing
Foster City,
California
|
$276K
|
+$17.5K
|
+567
|
+6%
|
|
|
142
|
Entropy Technologies
New York
|
$275K
|
+$298K
|
+9,662
|
New
|
|
|
143
|
PDS Planning
Dublin,
Ohio
|
$272K
|
+$13.4K
|
+436
|
+5%
|
|
|
144
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$268K
|
+$93.4K
|
+3,033
|
+47%
|
|
|
145
|
Net Worth Advisory Group
Sandy,
Utah
|
$264K
|
+$12.2K
|
+395
|
+4%
|
|
|
146
|
Brown Financial Advisors
Milford,
Ohio
|
$261K
|
+$282K
|
+9,170
|
New
|
|
|
147
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$248K
|
-$44.5K
|
-1,444
|
-14%
|
|
|
148
|
Xponance
Philadelphia,
Pennsylvania
|
$248K
|
+$59.2K
|
+1,923
|
+28%
|
|
|
149
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$239K
|
–
|
–
|
–
|
|
|
150
|
Cetera Trust Company
St. Paul,
Minnesota
|
$234K
|
–
|
–
|
–
|
|
