|
51
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$449K
|
–
|
–
|
–
|
|
|
52
|
Kestra Advisory Services
Austin,
Texas
|
$430K
|
-$198K
|
-2,128
|
-31%
|
|
|
53
|
RS Crum Inc
Newport Beach,
California
|
$428K
|
–
|
–
|
–
|
|
|
54
|
AGF Management
Toronto,
Ontario, Canada
|
$406K
|
–
|
–
|
–
|
|
|
55
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$367K
|
–
|
–
|
–
|
|
|
56
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$346K
|
–
|
–
|
–
|
|
|
57
|
Flaharty Asset Management
Clearwater,
Florida
|
$331K
|
-$7.45K
|
-80
|
-2%
|
|
|
58
|
Tradition Wealth Management
Edina,
Minnesota
|
$322K
|
–
|
–
|
–
|
|
|
59
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$312K
|
–
|
–
|
–
|
|
|
60
|
Sequoia Financial Advisors
Akron,
Ohio
|
$284K
|
–
|
–
|
–
|
|
|
61
|
MAI Capital Management
Independence,
Ohio
|
$264K
|
-$84.3K
|
-906
|
-24%
|
|
|
62
|
Element Wealth
Ridgeland,
Mississippi
|
$262K
|
-$1.95K
|
-21
|
-0.7%
|
|
|
63
|
Arrowroot Family Office
Marina Del Rey,
California
|
$259K
|
+$263K
|
+2,824
|
New
|
|
|
64
|
LGL Partners
Philadelphia,
Pennsylvania
|
$253K
|
+$1.3K
|
+14
|
+0.5%
|
|
|
65
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$250K
|
+$1.21K
|
+13
|
+0.5%
|
|
|
66
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$249K
|
–
|
–
|
–
|
|
|
67
|
SouthState Corp
Winter Haven,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
68
|
Truist Financial
Charlotte,
North Carolina
|
$226K
|
-$1.3K
|
-14
|
-0.6%
|
|
|
69
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$223K
|
–
|
–
|
–
|
|
|
70
|
Creative Planning
Overland Park,
Kansas
|
$223K
|
+$226K
|
+2,432
|
New
|
|
|
71
|
&Partners
Nashville,
Tennessee
|
$220K
|
-$9.31K
|
-100
|
-4%
|
|
|
72
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$218K
|
-$7.54K
|
-81
|
-3%
|
|
|
73
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$218K
|
–
|
–
|
–
|
|
|
74
|
Key Financial Inc
West Chester,
Pennsylvania
|
$211K
|
-$5.49K
|
-59
|
-2%
|
|
|
75
|
William Blair & Company
Chicago,
Illinois
|
$206K
|
-$22.6K
|
-243
|
-10%
|
|
