|
126
|
Howland Capital Management
Boston,
Massachusetts
|
$504K
|
–
|
–
|
–
|
|
|
127
|
Kestra Private Wealth Services
Austin,
Texas
|
$498K
|
+$75K
|
+1,146
|
+17%
|
|
|
128
|
SP Asset Management
Cupertino,
California
|
$490K
|
+$6.55K
|
+100
|
+2%
|
|
|
129
|
Cozad Asset Management
Champaign,
Illinois
|
$487K
|
+$6.55K
|
+100
|
+1%
|
|
|
130
|
Caldwell Trust
Venice,
Florida
|
$482K
|
+$111K
|
+1,697
|
+28%
|
|
|
131
|
Accel Wealth Management
Waverly,
Iowa
|
$477K
|
-$39.6K
|
-605
|
-7%
|
|
|
132
|
Camden National Bank
Camden,
Maine
|
$477K
|
-$7.4K
|
-113
|
-1%
|
|
|
133
|
Essex LLC
Deer Park,
Illinois
|
$477K
|
+$498K
|
+7,612
|
New
|
|
|
134
|
NWAM LLC
Mercer Island,
Washington
|
$453K
|
+$160K
|
+2,444
|
+51%
|
|
|
135
|
Rockefeller Capital Management
New York
|
$441K
|
+$16.8K
|
+256
|
+4%
|
|
|
136
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$425K
|
+$3.14K
|
+48
|
+0.7%
|
|
|
137
|
CX Institutional
Auburn,
Indiana
|
$423K
|
+$19.8K
|
+303
|
+5%
|
|
|
138
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$415K
|
–
|
–
|
–
|
|
|
139
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$411K
|
+$5.11K
|
+78
|
+1%
|
|
|
140
|
Realta Investment Advisors
Wilmington,
Delaware
|
$408K
|
-$13.1K
|
-200
|
-3%
|
|
|
141
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$406K
|
+$184K
|
+2,804
|
+76%
|
|
|
142
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$405K
|
–
|
–
|
–
|
|
|
143
|
McDonald Partners
Cleveland,
Ohio
|
$370K
|
+$25.7K
|
+393
|
+7%
|
|
|
144
|
Geneos Wealth Management
Englewood,
Colorado
|
$364K
|
+$48.9K
|
+746
|
+15%
|
|
|
145
|
Avitas Wealth Management
Los Angeles,
California
|
$348K
|
-$2.55K
|
-39
|
-0.7%
|
|
|
146
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$347K
|
-$115K
|
-1,757
|
-24%
|
|
|
147
|
Leo Brokerage
Hurst,
Texas
|
$345K
|
–
|
–
|
–
|
|
|
148
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$341K
|
-$378K
|
-5,775
|
-51%
|
|
|
149
|
United Capital Financial Advisors
Irving,
Texas
|
$340K
|
-$6.55K
|
-100
|
-2%
|
|
|
150
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$334K
|
-$39.2K
|
-599
|
-10%
|
|
