|
976
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$249K
|
+$233
|
+2
|
+0.1%
|
|
|
977
|
SouthState Corp
Winter Haven,
Florida
|
$248K
|
-$68.5K
|
-587
|
-22%
|
|
|
978
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$248K
|
+$117
|
+1
|
+0%
|
|
|
979
|
Zacks Investment Management
Chicago,
Illinois
|
$247K
|
-$89.5K
|
-767
|
-27%
|
|
|
980
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$247K
|
–
|
–
|
–
|
|
|
981
|
Members Wealth
Media,
Pennsylvania
|
$245K
|
-$934
|
-8
|
-0.4%
|
|
|
982
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$244K
|
-$103K
|
-881
|
-30%
|
|
|
983
|
OneAscent Family Office
Birmingham,
Alabama
|
$242K
|
-$78.8K
|
-675
|
-25%
|
|
|
984
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$241K
|
–
|
–
|
–
|
|
|
985
|
Marco Investment Management
Atlanta,
Georgia
|
$240K
|
+$12.6K
|
+108
|
+6%
|
|
|
986
|
Rossby Financial
Melbourne,
Florida
|
$240K
|
+$86.7K
|
+743
|
+56%
|
|
|
987
|
Severin Investments
St. Louis,
Missouri
|
$239K
|
+$3.85K
|
+33
|
+2%
|
|
|
988
|
Alteri Wealth
Westlake Village,
California
|
$238K
|
+$8.4K
|
+72
|
+4%
|
|
|
989
|
Manhattan West Asset Management
Los Angeles,
California
|
$238K
|
+$5.25K
|
+45
|
+2%
|
|
|
990
|
Westbourne Investments
Alexandria,
Virginia
|
$237K
|
–
|
–
|
–
|
|
|
991
|
Sovereign Financial Group
Stamford,
Connecticut
|
$236K
|
–
|
–
|
–
|
|
|
992
|
Roan Capital Partners
Johnson City,
Tennessee
|
$235K
|
-$10K
|
-86
|
-4%
|
|
|
993
|
Manchester Capital Management
Manchester,
Vermont
|
$235K
|
–
|
–
|
–
|
|
|
994
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$235K
|
–
|
–
|
–
|
|
|
995
|
DF Dent & Co
Baltimore,
Maryland
|
$234K
|
-$78.9K
|
-676
|
-25%
|
|
|
996
|
Root Financial Partners
Encinitas,
California
|
$234K
|
+$70.4K
|
+603
|
+43%
|
|
|
997
|
180 Wealth Advisors
Federal Way,
Washington
|
$234K
|
-$11.1K
|
-95
|
-5%
|
|
|
998
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$234K
|
-$6.07K
|
-52
|
-3%
|
|
|
999
|
Bay Colony Advisors
Concord,
Massachusetts
|
$233K
|
+$1.05K
|
+9
|
+0.5%
|
|
|
1000
|
Caldwell Sutter Capital
Sausalito,
California
|
$233K
|
-$92.2K
|
-790
|
-28%
|
|
