|
101
|
IHT Wealth Management
Chicago,
Illinois
|
$327K
|
+$17.8K
|
+150
|
+5%
|
|
|
102
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$322K
|
–
|
–
|
–
|
|
|
103
|
Centaurus Financial
Anaheim,
California
|
$321K
|
-$29.4K
|
-248
|
-7%
|
|
|
104
|
IberiaBank
Lafayette,
Louisiana
|
$309K
|
+$2.49K
|
+21
|
+0.7%
|
|
|
105
|
D.A. Davidson & Co
Great Falls,
Montana
|
$302K
|
+$156K
|
+1,314
|
+72%
|
|
|
106
|
Truist Financial
Charlotte,
North Carolina
|
$299K
|
-$584K
|
-4,919
|
-61%
|
|
|
107
|
Fortis Advisors
Wayne,
Pennsylvania
|
$298K
|
-$12.5K
|
-105
|
-3%
|
|
|
108
|
Gray Wealth Management
Bangor,
Maine
|
$298K
|
+$367K
|
+3,093
|
New
|
|
|
109
|
Callan Capital
La Jolla,
California
|
$277K
|
-$103K
|
-868
|
-23%
|
|
|
110
|
Aspiriant LLC
Los Angeles,
California
|
$276K
|
-$124K
|
-1,047
|
-27%
|
|
|
111
|
Spearhead Capital Advisors
Wellington,
Florida
|
$272K
|
-$64.4K
|
-543
|
-16%
|
|
|
112
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$271K
|
-$2.14K
|
-18
|
-0.6%
|
|
|
113
|
Northeast Financial Consultants
Westport,
Connecticut
|
$261K
|
–
|
–
|
–
|
|
|
114
|
Intelligence Driven Advisers
Carlsbad,
California
|
$251K
|
+$12.3K
|
+104
|
+4%
|
|
|
115
|
|
$244K
|
-$254K
|
-2,144
|
-46%
|
|
|
116
|
Pillar Pacific Capital Management
Pacifica,
California
|
$237K
|
+$6.53K
|
+55
|
+2%
|
|
|
117
|
Prospera Financial Services
Dallas,
Texas
|
$236K
|
+$78.5K
|
+661
|
+37%
|
|
|
118
|
Cetera Advisor Networks
El Segundo,
California
|
$235K
|
+$593
|
+5
|
+0.2%
|
|
|
119
|
Equitable Holdings
New York
|
$231K
|
+$5.82K
|
+49
|
+2%
|
|
|
120
|
J.W. Cole Advisors
Tampa,
Florida
|
$230K
|
-$3.21M
|
-27,081
|
-92%
|
|
|
121
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$228K
|
-$5.82K
|
-49
|
-2%
|
|
|
122
|
Mason Investment Advisory Services
Reston,
Virginia
|
$226K
|
+$72.4K
|
+610
|
+35%
|
|
|
123
|
Whittier Trust
South Pasadena,
California
|
$221K
|
-$3.32K
|
-28
|
-1%
|
|
|
124
|
William Blair & Company
Chicago,
Illinois
|
$219K
|
+$94.6K
|
+797
|
+54%
|
|
|
125
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$217K
|
–
|
–
|
–
|
|
