|
301
|
Checchi Capital Advisers
Beverly Hills,
California
|
$201K
|
+$192K
|
+4,466
|
New
|
|
|
302
|
Flinton Capital Management
Philadelphia,
Pennsylvania
|
$188K
|
–
|
–
|
–
|
|
|
303
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$178K
|
+$48.6K
|
+1,130
|
+40%
|
|
|
304
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$148K
|
–
|
–
|
–
|
|
|
305
|
IFP Advisors
Tampa,
Florida
|
$147K
|
+$59.5K
|
+1,384
|
+73%
|
|
|
306
|
Community Bank
Dewitt,
New York
|
$146K
|
–
|
–
|
–
|
|
|
307
|
Lindbrook Capital
Calabasas,
California
|
$146K
|
+$24.1K
|
+562
|
+21%
|
|
|
308
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$142K
|
–
|
–
|
–
|
|
|
309
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$135K
|
–
|
–
|
–
|
|
|
310
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$135K
|
+$129K
|
+3,005
|
New
|
|
|
311
|
Belpointe Asset Management
Reno,
Nevada
|
$135K
|
+$129K
|
+3,011
|
New
|
|
|
312
|
Lazard Asset Management
New York
|
$134K
|
–
|
–
|
–
|
|
|
313
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$132K
|
-$149K
|
-3,461
|
-54%
|
|
|
314
|
Brown Brothers Harriman & Co
New York
|
$121K
|
–
|
–
|
–
|
|
|
315
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$104K
|
+$14.5K
|
+337
|
+17%
|
|
|
316
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$101K
|
-$1.26M
|
-29,316
|
-93%
|
|
|
317
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$96K
|
+$731
|
+17
|
+0.8%
|
|
|
318
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$95K
|
+$172
|
+4
|
+0.2%
|
|
|
319
|
AssetMark Inc
Concord,
California
|
$95K
|
+$88.7K
|
+2,063
|
+3,557%
|
|
|
320
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$90K
|
–
|
–
|
–
|
|
|
321
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$90K
|
+$430
|
+10
|
+0.5%
|
|
|
322
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$89.7K
|
+$85.8K
|
+1,996
|
New
|
|
|
323
|
Cresset Asset Management
Chicago,
Illinois
|
$77K
|
+$67.9K
|
+1,581
|
+1,121%
|
|
|
324
|
American Portfolios Advisors
Holbrook,
New York
|
$76.8K
|
+$7.56K
|
+176
|
+11%
|
|
|
325
|
First Personal Financial Services
Charlotte,
North Carolina
|
$74K
|
-$25.8K
|
-600
|
-27%
|
|
