|
51
|
GW & Wade
Wellesley,
Massachusetts
|
$430K
|
+$95
|
+1
|
+0%
|
|
|
52
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$409K
|
-$29.7K
|
-313
|
-6%
|
|
|
53
|
American Portfolios Advisors
Holbrook,
New York
|
$386K
|
-$53.9K
|
-569
|
-12%
|
|
|
54
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$355K
|
–
|
–
|
–
|
|
|
55
|
|
$348K
|
+$372K
|
+3,924
|
New
|
|
|
56
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$335K
|
-$2.94K
|
-31
|
-0.8%
|
|
|
57
|
Flaharty Asset Management
Clearwater,
Florida
|
$328K
|
-$69.2K
|
-730
|
-16%
|
|
|
58
|
Tradition Wealth Management
Edina,
Minnesota
|
$312K
|
-$2.46K
|
-26
|
-0.7%
|
|
|
59
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$305K
|
–
|
–
|
–
|
|
|
60
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$302K
|
–
|
–
|
–
|
|
|
61
|
MAI Capital Management
Independence,
Ohio
|
$298K
|
–
|
–
|
–
|
|
|
62
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$296K
|
+$1.42K
|
+15
|
+0.5%
|
|
|
63
|
SouthState Corp
Winter Haven,
Florida
|
$292K
|
–
|
–
|
–
|
|
|
64
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$273K
|
-$10.1K
|
-107
|
-3%
|
|
|
65
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$247K
|
–
|
–
|
–
|
|
|
66
|
LGL Partners
Philadelphia,
Pennsylvania
|
$241K
|
+$1.23K
|
+13
|
+0.5%
|
|
|
67
|
Element Wealth
Ridgeland,
Mississippi
|
$231K
|
-$2.56K
|
-27
|
-1%
|
|
|
68
|
Northern Trust
Chicago,
Illinois
|
$231K
|
–
|
–
|
–
|
|
|
69
|
Lido Advisors
Los Angeles,
California
|
$226K
|
–
|
–
|
–
|
|
|
70
|
HighTower Advisors
Chicago,
Illinois
|
$222K
|
–
|
–
|
–
|
|
|
71
|
&Partners
Nashville,
Tennessee
|
$222K
|
–
|
–
|
–
|
|
|
72
|
William Blair & Company
Chicago,
Illinois
|
$221K
|
–
|
–
|
–
|
|
|
73
|
Mengis Capital Management
Portland,
Oregon
|
$220K
|
+$30.8K
|
+325
|
+15%
|
|
|
74
|
Truist Financial
Charlotte,
North Carolina
|
$216K
|
-$72.7K
|
-767
|
-24%
|
|
|
75
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$216K
|
–
|
–
|
–
|
|
