|
101
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$258K
|
+$242K
|
+4,060
|
New
|
|
|
102
|
Atria Wealth Solutions
New York
|
$253K
|
+$16K
|
+268
|
+7%
|
|
|
103
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$215K
|
–
|
–
|
–
|
|
|
104
|
Western Financial Corp
San Diego,
California
|
$208K
|
+$195K
|
+3,269
|
New
|
|
|
105
|
Mariner
Overland Park,
Kansas
|
$207K
|
-$52.7K
|
-883
|
-21%
|
|
|
106
|
Cadence Bank
Tupelo,
Mississippi
|
$201K
|
+$189K
|
+3,160
|
New
|
|
|
107
|
Fidelity Investments
Boston,
Massachusetts
|
$191K
|
+$2.87K
|
+48
|
+2%
|
|
|
108
|
American Capital Advisory
Ketchum,
Idaho
|
$125K
|
+$146K
|
+2,448
|
New
|
|
|
109
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$124K
|
+$117K
|
+1,951
|
New
|
|
|
110
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$120K
|
+$28.7K
|
+481
|
+34%
|
|
|
111
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$114K
|
+$239
|
+4
|
+0.2%
|
|
|
112
|
Colonial Trust
Spartanburg,
South Carolina
|
$103K
|
-$47.8K
|
-800
|
-33%
|
|
|
113
|
SYM Financial Corp
Winona Lake,
Indiana
|
$87.3K
|
–
|
–
|
–
|
|
|
114
|
Comerica Bank
Dallas,
Texas
|
$75.3K
|
–
|
–
|
–
|
|
|
115
|
Allworth Financial
Folsom,
California
|
$73.7K
|
-$294K
|
-4,918
|
-81%
|
|
|
116
|
Bogart Wealth LLC
Mclean,
Virginia
|
$63.6K
|
–
|
–
|
–
|
|
|
117
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$51.3K
|
+$48.5K
|
+812
|
New
|
|
|
118
|
Mendota Financial Group
Madison,
Wisconsin
|
$48.7K
|
+$45.8K
|
+766
|
New
|
|
|
119
|
Central Trust Company
Jefferson City,
Missouri
|
$47.9K
|
+$45K
|
+753
|
New
|
|
|
120
|
SouthState Corp
Winter Haven,
Florida
|
$42.9K
|
–
|
–
|
–
|
|
|
121
|
Private Trust Company
Cleveland,
Ohio
|
$37.1K
|
+$34.8K
|
+583
|
New
|
|
|
122
|
Signature Resources Capital Management
Newport Beach,
California
|
$32.2K
|
–
|
–
|
–
|
|
|
123
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$31.2K
|
+$60
|
+1
|
+0.2%
|
|
|
124
|
Glassman Wealth Services
Vienna,
Virginia
|
$30.8K
|
–
|
–
|
–
|
|
|
125
|
Arlington Trust
Birmingham,
Alabama
|
$24K
|
–
|
–
|
–
|
|
