|
201
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$220K
|
+$751
|
+31
|
+0.3%
|
|
|
202
|
Clearstead Advisors
Cleveland,
Ohio
|
$215K
|
-$26.1K
|
-1,076
|
-11%
|
|
|
203
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$212K
|
-$93.1K
|
-3,841
|
-31%
|
|
|
204
|
Cypress Point Wealth Management
Dallas,
Texas
|
$208K
|
-$19.5K
|
-806
|
-9%
|
|
|
205
|
Two Sigma Securities
New York
|
$208K
|
+$204K
|
+8,425
|
New
|
|
|
206
|
Pitcairn
Conshohocken,
Pennsylvania
|
$206K
|
–
|
–
|
–
|
|
|
207
|
Upper Left Wealth Management
Tampa,
Florida
|
$206K
|
+$202K
|
+8,331
|
New
|
|
|
208
|
EFG Asset Management (Americas)
Miami,
Florida
|
$201K
|
+$197K
|
+8,144
|
New
|
|
|
209
|
Advisory Alpha
Holland,
Michigan
|
$200K
|
+$196K
|
+8,097
|
New
|
|
|
210
|
Fidelity Investments
Boston,
Massachusetts
|
$191K
|
+$5.45K
|
+225
|
+3%
|
|
|
211
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$190K
|
-$266K
|
-10,993
|
-59%
|
|
|
212
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$190K
|
+$186K
|
+7,674
|
New
|
|
|
213
|
UMB Bank
Kansas City,
Missouri
|
$172K
|
-$68.8K
|
-2,841
|
-29%
|
|
|
214
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$170K
|
-$510K
|
-21,035
|
-75%
|
|
|
215
|
IFP Advisors
Tampa,
Florida
|
$165K
|
-$235K
|
-9,705
|
-59%
|
|
|
216
|
SouthState Corp
Winter Haven,
Florida
|
$148K
|
+$5.09K
|
+210
|
+4%
|
|
|
217
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$146K
|
+$143K
|
+5,902
|
New
|
|
|
218
|
Global Retirement Partners
San Rafael,
California
|
$138K
|
+$135K
|
+5,568
|
New
|
|
|
219
|
|
$137K
|
+$7.54K
|
+311
|
+6%
|
|
|
220
|
Orion Capital Management
Coronado,
California
|
$135K
|
+$218
|
+9
|
+0.2%
|
|
|
221
|
ORG Wealth Partners
Dallas,
Texas
|
$126K
|
–
|
–
|
–
|
|
|
222
|
Breakwater Investment Management
Seattle,
Washington
|
$121K
|
-$5.23K
|
-216
|
-4%
|
|
|
223
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$120K
|
–
|
–
|
–
|
|
|
224
|
Huntington National Bank
Columbus,
Ohio
|
$116K
|
–
|
–
|
–
|
|
|
225
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$111K
|
–
|
–
|
–
|
|
