|
126
|
Rebalance
Palo Alto,
California
|
$1.46M
|
+$101K
|
+1,357
|
+7%
|
|
|
127
|
Atria Wealth Solutions
New York
|
$1.42M
|
-$118K
|
-1,577
|
-7%
|
|
|
128
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$1.41M
|
+$1.48M
|
+19,820
|
New
|
|
|
129
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.38M
|
+$63.3K
|
+848
|
+4%
|
|
|
130
|
Private Advisor Group
Morristown,
New Jersey
|
$1.37M
|
-$246K
|
-3,291
|
-15%
|
|
|
131
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.32M
|
-$87.8K
|
-1,176
|
-6%
|
|
|
132
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.3M
|
-$5.75K
|
-77
|
-0.4%
|
|
|
133
|
BigSur Wealth Management
Miami,
Florida
|
$1.28M
|
–
|
–
|
–
|
|
|
134
|
Cary Street Partners
Richmond,
Virginia
|
$1.23M
|
+$1.3M
|
+17,373
|
New
|
|
|
135
|
Vontobel Holding
Zurich,
Switzerland
|
$1.23M
|
+$50.9K
|
+681
|
+4%
|
|
|
136
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.17M
|
+$368K
|
+4,922
|
+43%
|
|
|
137
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.17M
|
-$361K
|
-4,835
|
-23%
|
|
|
138
|
BTC Capital Management
Des Moines,
Iowa
|
$1.13M
|
+$38.1K
|
+510
|
+3%
|
|
|
139
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.12M
|
-$36.3K
|
-486
|
-3%
|
|
|
140
|
Sharper & Granite
El Segundo,
California
|
$1.12M
|
-$211K
|
-2,820
|
-15%
|
|
|
141
|
Fidelity Investments
Boston,
Massachusetts
|
$1.11M
|
+$114K
|
+1,523
|
+11%
|
|
|
142
|
Citadel Advisors
Miami,
Florida
|
$1.07M
|
+$515K
|
+6,897
|
+84%
|
|
|
143
|
MGO One Seven
Beachwood,
Ohio
|
$1.07M
|
+$131K
|
+1,759
|
+13%
|
|
|
144
|
Belpointe Asset Management
Reno,
Nevada
|
$1.06M
|
+$12.7K
|
+170
|
+1%
|
|
|
145
|
Mariner
Overland Park,
Kansas
|
$1.05M
|
+$304K
|
+4,074
|
+38%
|
|
|
146
|
Prudential plc
London, England,
United Kingdom
|
$1.04M
|
-$1.12M
|
-14,970
|
-51%
|
|
|
147
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$1.02M
|
-$26.3K
|
-352
|
-2%
|
|
|
148
|
Global Financial Private Client
Sarasota,
Florida
|
$1.02M
|
+$50.9K
|
+682
|
+5%
|
|
|
149
|
GFS Advisors
Houston,
Texas
|
$997K
|
-$3.73K
|
-50
|
-0.4%
|
|
|
150
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$988K
|
-$42.9K
|
-574
|
-4%
|
|
