|
101
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$279K
|
–
|
–
|
–
|
|
|
102
|
Parallel Advisors
San Francisco,
California
|
$278K
|
-$10.9K
|
-380
|
-4%
|
|
|
103
|
Caldwell Trust
Venice,
Florida
|
$272K
|
–
|
–
|
–
|
|
|
104
|
Next Level Wealth Planning
Meridian,
Idaho
|
$266K
|
+$2.58K
|
+90
|
+1%
|
|
|
105
|
Private Trust Company
Cleveland,
Ohio
|
$262K
|
-$97.1K
|
-3,386
|
-27%
|
|
|
106
|
Principal Securities
Des Moines,
Iowa
|
$256K
|
-$48.7K
|
-1,697
|
-16%
|
|
|
107
|
|
$245K
|
+$241K
|
+8,387
|
New
|
|
|
108
|
Arlington Financial Advisors
Santa Barbara,
California
|
$241K
|
–
|
–
|
–
|
|
|
109
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$237K
|
-$176K
|
-6,124
|
-43%
|
|
|
110
|
Perennial Investment Advisors
Los Angeles,
California
|
$231K
|
-$12.7K
|
-442
|
-5%
|
|
|
111
|
Fairview Capital Investment Management
Greenbrae,
California
|
$229K
|
-$28K
|
-975
|
-11%
|
|
|
112
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$229K
|
+$2.92K
|
+102
|
+1%
|
|
|
113
|
RFG Advisory
Birmingham,
Alabama
|
$228K
|
-$339K
|
-11,832
|
-60%
|
|
|
114
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$224K
|
-$209K
|
-7,273
|
-49%
|
|
|
115
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$214K
|
+$49.4K
|
+1,722
|
+31%
|
|
|
116
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$214K
|
-$284K
|
-9,900
|
-58%
|
|
|
117
|
UBS Group
Zurich,
Switzerland
|
$210K
|
+$5.74K
|
+200
|
+3%
|
|
|
118
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$209K
|
-$36.4K
|
-1,270
|
-15%
|
|
|
119
|
Truist Financial
Charlotte,
North Carolina
|
$201K
|
+$198K
|
+6,895
|
New
|
|
|
120
|
Farther Finance Advisors
San Francisco,
California
|
$163K
|
-$346K
|
-12,069
|
-68%
|
|
|
121
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$160K
|
–
|
–
|
–
|
|
|
122
|
Comerica Bank
Dallas,
Texas
|
$146K
|
-$10.3K
|
-360
|
-7%
|
|
|
123
|
Allworth Financial
Folsom,
California
|
$103K
|
+$101K
|
+3,510
|
New
|
|
|
124
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$91K
|
-$4.59K
|
-160
|
-5%
|
|
|
125
|
MAI Capital Management
Independence,
Ohio
|
$86.2K
|
-$5.74K
|
-200
|
-6%
|
|
