|
126
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$1.29M
|
+$1.34M
|
+19,304
|
New
|
|
|
127
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.27M
|
+$226K
|
+3,253
|
+21%
|
|
|
128
|
Ascent Group
Virginia Beach,
Virginia
|
$1.25M
|
-$502K
|
-7,232
|
-28%
|
|
|
129
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.25M
|
-$1.03M
|
-14,768
|
-44%
|
|
|
130
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$1.22M
|
-$77.3K
|
-1,112
|
-6%
|
|
|
131
|
BigSur Wealth Management
Miami,
Florida
|
$1.2M
|
–
|
–
|
–
|
|
|
132
|
Graypoint LLC
Albany,
New York
|
$1.19M
|
-$486
|
-7
|
-0%
|
|
|
133
|
Atria Wealth Solutions
New York
|
$1.18M
|
+$81.8K
|
+1,177
|
+7%
|
|
|
134
|
Vontobel Holding
Zurich,
Switzerland
|
$1.16M
|
-$79.4K
|
-1,143
|
-6%
|
|
|
135
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.15M
|
+$32.8K
|
+472
|
+3%
|
|
|
136
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.13M
|
+$1.18M
|
+16,949
|
New
|
|
|
137
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$1.13M
|
+$13.5K
|
+195
|
+1%
|
|
|
138
|
ETFidea
Syracuse,
New York
|
$1.12M
|
-$11.5K
|
-165
|
-1%
|
|
|
139
|
Prudential Financial
Newark,
New Jersey
|
$1.11M
|
+$139K
|
+2,004
|
+14%
|
|
|
140
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.07M
|
+$4.86K
|
+70
|
+0.4%
|
|
|
141
|
BTC Capital Management
Des Moines,
Iowa
|
$1.04M
|
-$8.06K
|
-116
|
-0.7%
|
|
|
142
|
Bank of New York Mellon
New York
|
$1,000K
|
+$102K
|
+1,475
|
+11%
|
|
|
143
|
GFS Advisors
Houston,
Texas
|
$990K
|
–
|
–
|
–
|
|
|
144
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$969K
|
–
|
–
|
–
|
|
|
145
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$966K
|
+$1M
|
+14,443
|
New
|
|
|
146
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$951K
|
-$965K
|
-13,897
|
-49%
|
|
|
147
|
AE Wealth Management
Topeka,
Kansas
|
$903K
|
+$43.1K
|
+620
|
+5%
|
|
|
148
|
MGO One Seven
Beachwood,
Ohio
|
$855K
|
+$888K
|
+12,778
|
New
|
|
|
149
|
Wealthspire Advisors (New York)
New York
|
$840K
|
-$12.1K
|
-174
|
-1%
|
|
|
150
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$754K
|
-$29.2K
|
-420
|
-4%
|
|
