|
126
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$207K
|
–
|
–
|
–
|
|
|
127
|
Davenport & Co
Richmond,
Virginia
|
$207K
|
+$210K
|
+3,575
|
New
|
|
|
128
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$205K
|
+$208K
|
+3,548
|
New
|
|
|
129
|
Bay Colony Advisors
Concord,
Massachusetts
|
$203K
|
+$207K
|
+3,519
|
New
|
|
|
130
|
IRON Financial
Northbrook,
Illinois
|
$202K
|
-$37.3K
|
-635
|
-15%
|
|
|
131
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$196K
|
+$9.69K
|
+165
|
+5%
|
|
|
132
|
Gemmer Asset Management
Walnut Creek,
California
|
$186K
|
+$189K
|
+3,213
|
New
|
|
|
133
|
Belpointe Asset Management
Reno,
Nevada
|
$183K
|
+$186K
|
+3,175
|
New
|
|
|
134
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$180K
|
-$1.65M
|
-28,022
|
-90%
|
|
|
135
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$175K
|
+$352
|
+6
|
+0.2%
|
|
|
136
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$164K
|
+$352
|
+6
|
+0.2%
|
|
|
137
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$153K
|
-$240K
|
-4,086
|
-61%
|
|
|
138
|
Axiom Investment Management
New York
|
$131K
|
–
|
–
|
–
|
|
|
139
|
Schroder Investment Management Group
London,
United Kingdom
|
$110K
|
+$55.8K
|
+950
|
+100%
|
|
|
140
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$106K
|
-$174K
|
-2,960
|
-62%
|
|
|
141
|
Fidelity Investments
Boston,
Massachusetts
|
$100K
|
+$94K
|
+1,600
|
+1,203%
|
|
|
142
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$93K
|
–
|
–
|
–
|
|
|
143
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$88K
|
+$59
|
+1
|
+0.1%
|
|
|
144
|
Golden State Wealth Management
Santa Ana,
California
|
$83K
|
–
|
–
|
–
|
|
|
145
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$79K
|
+$2.17K
|
+37
|
+3%
|
|
|
146
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$66K
|
+$67.5K
|
+1,150
|
New
|
|
|
147
|
Synovus Financial
Columbus,
Georgia
|
$53K
|
–
|
–
|
–
|
|
|
148
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$50K
|
+$4.76K
|
+81
|
+10%
|
|
|
149
|
Royal Fund Management
Lady Lake,
Florida
|
$44K
|
-$30.7K
|
-522
|
-40%
|
|
|
150
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$40K
|
–
|
–
|
–
|
|
