|
151
|
Rockport Wealth
Fairview Park,
Ohio
|
$966K
|
-$920K
|
-31,458
|
-49%
|
|
|
152
|
Oppenheimer & Close
New York
|
$935K
|
–
|
–
|
–
|
|
|
153
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$919K
|
–
|
–
|
–
|
|
|
154
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$916K
|
–
|
–
|
–
|
|
|
155
|
Mercer Global Advisors
Denver,
Colorado
|
$903K
|
+$85.8K
|
+2,933
|
+11%
|
|
|
156
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$903K
|
–
|
–
|
–
|
|
|
157
|
SouthState Corp
Winter Haven,
Florida
|
$889K
|
+$234K
|
+8,000
|
+37%
|
|
|
158
|
Steward Partners Investment Advisory
New York
|
$887K
|
+$161K
|
+5,494
|
+23%
|
|
|
159
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$887K
|
–
|
–
|
–
|
|
|
160
|
Transcend Capital Advisors
Madison,
New Jersey
|
$881K
|
+$34.4K
|
+1,175
|
+4%
|
|
|
161
|
Valeo Financial Advisors
Carmel,
Indiana
|
$866K
|
+$14K
|
+479
|
+2%
|
|
|
162
|
MAI Capital Management
Independence,
Ohio
|
$865K
|
–
|
–
|
–
|
|
|
163
|
TCFG Wealth Management
Laguna Niguel,
California
|
$862K
|
-$825K
|
-28,225
|
-50%
|
|
|
164
|
Montis Financial
Waltham,
Massachusetts
|
$861K
|
-$5.85K
|
-200
|
-0.7%
|
|
|
165
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$844K
|
+$537K
|
+18,364
|
+190%
|
|
|
166
|
IHT Wealth Management
Chicago,
Illinois
|
$833K
|
–
|
–
|
–
|
|
|
167
|
Blue Trust Inc
Alpharetta,
Georgia
|
$811K
|
–
|
–
|
–
|
|
|
168
|
Accordant Advisory Group
Annapolis,
Maryland
|
$784K
|
+$11.6K
|
+396
|
+2%
|
|
|
169
|
Winnow Wealth
Waco,
Texas
|
$784K
|
+$761K
|
+26,042
|
New
|
|
|
170
|
Summit Global Investments
Bountiful,
Utah
|
$775K
|
+$43.6K
|
+1,490
|
+6%
|
|
|
171
|
Tradition Wealth Management
Edina,
Minnesota
|
$755K
|
–
|
–
|
–
|
|
|
172
|
Stenahm Asset Management
Guernsey
|
$753K
|
–
|
–
|
–
|
|
|
173
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$752K
|
–
|
–
|
–
|
|
|
174
|
|
$751K
|
-$58.5K
|
-2,000
|
-7%
|
|
|
175
|
Advisory Services Network
Atlanta,
Georgia
|
$751K
|
-$48.7K
|
-1,667
|
-6%
|
|
