|
126
|
BigSur Wealth Management
Miami,
Florida
|
$1.22M
|
–
|
–
|
–
|
|
|
127
|
Graypoint LLC
Albany,
New York
|
$1.19M
|
-$47.9K
|
-714
|
-4%
|
|
|
128
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.17M
|
+$1.16M
|
+17,282
|
New
|
|
|
129
|
Vontobel Holding
Zurich,
Switzerland
|
$1.15M
|
-$369K
|
-5,499
|
-25%
|
|
|
130
|
ETFidea
Syracuse,
New York
|
$1.14M
|
–
|
–
|
–
|
|
|
131
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$1.12M
|
+$698K
|
+10,395
|
+168%
|
|
|
132
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.12M
|
+$8.32K
|
+124
|
+0.8%
|
|
|
133
|
BTC Capital Management
Des Moines,
Iowa
|
$1.08M
|
+$940
|
+14
|
+0.1%
|
|
|
134
|
Atria Wealth Solutions
New York
|
$1.06M
|
-$262K
|
-3,902
|
-20%
|
|
|
135
|
GFS Advisors
Houston,
Texas
|
$1.06M
|
-$6.92K
|
-103
|
-0.7%
|
|
|
136
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.04M
|
–
|
–
|
–
|
|
|
137
|
Ameriprise
Minneapolis,
Minnesota
|
$1.03M
|
-$18.5K
|
-276
|
-2%
|
|
|
138
|
AE Wealth Management
Topeka,
Kansas
|
$975K
|
-$941K
|
-14,018
|
-49%
|
|
|
139
|
Montecito Bank & Trust
Santa Barbara,
California
|
$960K
|
+$80.6K
|
+1,200
|
+9%
|
|
|
140
|
Liberty Capital Management
Birmingham,
Michigan
|
$939K
|
+$73.9K
|
+1,100
|
+9%
|
|
|
141
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$936K
|
+$927K
|
+13,807
|
New
|
|
|
142
|
Merriman Wealth Management
Seattle,
Washington
|
$894K
|
+$4.36K
|
+65
|
+0.5%
|
|
|
143
|
Wealthspire Advisors (New York)
New York
|
$870K
|
-$94.3K
|
-1,404
|
-10%
|
|
|
144
|
Money Design
Tokyo,
Japan
|
$866K
|
-$115K
|
-1,718
|
-12%
|
|
|
145
|
Prudential Financial
Newark,
New Jersey
|
$865K
|
+$157K
|
+2,336
|
+22%
|
|
|
146
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$834K
|
+$59.4K
|
+885
|
+8%
|
|
|
147
|
Institute for Wealth Management
Denver,
Colorado
|
$815K
|
-$109K
|
-1,625
|
-12%
|
|
|
148
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$785K
|
+$583K
|
+8,677
|
+300%
|
|
|
149
|
NewEdge Advisors
New Orleans,
Louisiana
|
$783K
|
+$134K
|
+1,994
|
+21%
|
|
|
150
|
RiverGlades Family Offices
Naples,
Florida
|
$774K
|
-$21.1K
|
-315
|
-3%
|
|
