|
76
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$227K
|
+$222K
|
+6,198
|
New
|
|
|
77
|
Stephens Inc
Little Rock,
Arkansas
|
$221K
|
–
|
–
|
–
|
|
|
78
|
Truist Financial
Charlotte,
North Carolina
|
$217K
|
-$3.62K
|
-101
|
-2%
|
|
|
79
|
J. Safra Asset Management
New York
|
$211K
|
+$13K
|
+363
|
+7%
|
|
|
80
|
Sincerus Advisory
New York
|
$208K
|
+$204K
|
+5,693
|
New
|
|
|
81
|
Compass Financial Management
Tampa,
Florida
|
$174K
|
+$171K
|
+4,762
|
New
|
|
|
82
|
Harbour Investments
Madison,
Wisconsin
|
$163K
|
+$160K
|
+4,465
|
New
|
|
|
83
|
EP Wealth Advisors
Torrance,
California
|
$129K
|
+$126K
|
+3,516
|
New
|
|
|
84
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$116K
|
–
|
–
|
–
|
|
|
85
|
EFG International
Zurich,
|
$95.2K
|
-$43K
|
-1,200
|
-32%
|
|
|
86
|
Private Trust Company
Cleveland,
Ohio
|
$71.3K
|
–
|
–
|
–
|
|
|
87
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$60.5K
|
+$59.3K
|
+1,654
|
New
|
|
|
88
|
International Assets Investment Management
Orlando,
Florida
|
$41.3K
|
+$574
|
+16
|
+1%
|
|
|
89
|
CX Institutional
Auburn,
Indiana
|
$35K
|
-$2.22K
|
-62
|
-6%
|
|
|
90
|
Fidelity Investments
Boston,
Massachusetts
|
$25.4K
|
+$13.4K
|
+375
|
+118%
|
|
|
91
|
Global Retirement Partners
San Rafael,
California
|
$11.2K
|
+$11K
|
+307
|
New
|
|
|
92
|
Spire Wealth Management
Mclean,
Virginia
|
$9.52K
|
–
|
–
|
–
|
|
|
93
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.38K
|
–
|
–
|
–
|
|
|
94
|
|
$4.16K
|
-$108
|
-3
|
-3%
|
|
|
95
|
Raffa Wealth Management
Washington,
District of Columbia
|
$3.11K
|
–
|
–
|
–
|
|
|
96
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.87K
|
–
|
–
|
–
|
|
|
97
|
MCF Advisors
Covington,
Kentucky
|
$1.31K
|
–
|
–
|
–
|
|
|
98
|
AssetMark Inc
Concord,
California
|
$89
|
–
|
–
|
–
|
|
|
99
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$37
|
–
|
–
|
–
|
|
|
100
|
Cooper Financial Group
Irvine,
California
|
–
|
-$586K
|
-17,174
|
Closed
|
|
