|
51
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$450K
|
+$442K
|
+4,901
|
New
|
|
|
52
|
RS Crum Inc
Newport Beach,
California
|
$429K
|
-$181K
|
-2,005
|
-30%
|
|
|
53
|
AGF Management
Toronto,
Ontario, Canada
|
$407K
|
+$399K
|
+4,430
|
New
|
|
|
54
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$367K
|
–
|
–
|
–
|
|
|
55
|
MAI Capital Management
Independence,
Ohio
|
$348K
|
-$9.82K
|
-109
|
-3%
|
|
|
56
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$347K
|
–
|
–
|
–
|
|
|
57
|
Flaharty Asset Management
Clearwater,
Florida
|
$339K
|
–
|
–
|
–
|
|
|
58
|
Tradition Wealth Management
Edina,
Minnesota
|
$323K
|
–
|
–
|
–
|
|
|
59
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$312K
|
–
|
–
|
–
|
|
|
60
|
Sequoia Financial Advisors
Akron,
Ohio
|
$285K
|
+$279K
|
+3,100
|
New
|
|
|
61
|
HighTower Advisors
Chicago,
Illinois
|
$267K
|
+$37.4K
|
+415
|
+17%
|
|
|
62
|
Element Wealth
Ridgeland,
Mississippi
|
$264K
|
–
|
–
|
–
|
|
|
63
|
Spire Wealth Management
Mclean,
Virginia
|
$264K
|
+$90
|
+1
|
+0%
|
|
|
64
|
LGL Partners
Philadelphia,
Pennsylvania
|
$252K
|
+$1.71K
|
+19
|
+0.7%
|
|
|
65
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$250K
|
–
|
–
|
–
|
|
|
66
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$250K
|
+$1.71K
|
+19
|
+0.7%
|
|
|
67
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$246K
|
-$162K
|
-1,795
|
-40%
|
|
|
68
|
Northern Trust
Chicago,
Illinois
|
$239K
|
–
|
–
|
–
|
|
|
69
|
SouthState Corp
Winter Haven,
Florida
|
$232K
|
–
|
–
|
–
|
|
|
70
|
&Partners
Nashville,
Tennessee
|
$230K
|
–
|
–
|
–
|
|
|
71
|
William Blair & Company
Chicago,
Illinois
|
$228K
|
–
|
–
|
–
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
$227K
|
-$134K
|
-1,482
|
-37%
|
|
|
73
|
Mengis Capital Management
Portland,
Oregon
|
$227K
|
–
|
–
|
–
|
|
|
74
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$225K
|
-$21K
|
-233
|
-9%
|
|
|
75
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$224K
|
–
|
–
|
–
|
|
