|
201
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.55M
|
+$1.14M
|
+4,739
|
+78%
|
|
|
202
|
Fort Point Capital Partners
San Francisco,
California
|
$2.52M
|
+$1.03M
|
+4,260
|
+66%
|
|
|
203
|
Reynolds Investment Management
Greenville,
South Carolina
|
$2.51M
|
+$5.79K
|
+24
|
+0.2%
|
|
|
204
|
Principle Wealth Partners
Madison,
Connecticut
|
$2.51M
|
-$72.8K
|
-302
|
-3%
|
|
|
205
|
Cozad Asset Management
Champaign,
Illinois
|
$2.49M
|
+$101K
|
+420
|
+4%
|
|
|
206
|
Laidlaw Wealth Management
New York City,
New York
|
$2.48M
|
-$536K
|
-2,223
|
-17%
|
|
|
207
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.45M
|
+$175K
|
+726
|
+8%
|
|
|
208
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.44M
|
-$32.1K
|
-133
|
-1%
|
|
|
209
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$2.44M
|
-$62.2K
|
-258
|
-2%
|
|
|
210
|
Penobscot Wealth Management
Portland,
Maine
|
$2.42M
|
+$59.8K
|
+248
|
+2%
|
|
|
211
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$2.42M
|
-$60.7K
|
-252
|
-2%
|
|
|
212
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.37M
|
+$847K
|
+3,513
|
+54%
|
|
|
213
|
Autumn Glory Partners
Dallas,
Texas
|
$2.33M
|
+$1.03M
|
+4,259
|
+76%
|
|
|
214
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$2.33M
|
+$405K
|
+1,681
|
+21%
|
|
|
215
|
Centaurus Financial
Anaheim,
California
|
$2.32M
|
-$546K
|
-2,264
|
-19%
|
|
|
216
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.31M
|
+$15.9K
|
+66
|
+0.7%
|
|
|
217
|
North Star Investment Management
Chicago,
Illinois
|
$2.3M
|
+$62.9K
|
+261
|
+3%
|
|
|
218
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$2.28M
|
+$181K
|
+750
|
+8%
|
|
|
219
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$2.27M
|
-$375K
|
-1,555
|
-14%
|
|
|
220
|
Spire Wealth Management
Mclean,
Virginia
|
$2.27M
|
+$200K
|
+828
|
+9%
|
|
|
221
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.25M
|
-$89.2K
|
-370
|
-4%
|
|
|
222
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.25M
|
-$45.1K
|
-187
|
-2%
|
|
|
223
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$2.24M
|
+$12.1K
|
+50
|
+0.5%
|
|
|
224
|
O'Rourke & Company
Boston,
Massachusetts
|
$2.22M
|
-$59.1K
|
-245
|
-3%
|
|
|
225
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$2.22M
|
-$928K
|
-3,850
|
-29%
|
|
