|
901
|
Portside Wealth Group
Provo,
Utah
|
$243K
|
+$248K
|
+4,248
|
New
|
|
|
902
|
Transcend Capital Advisors
Madison,
New Jersey
|
$243K
|
+$2.8K
|
+48
|
+1%
|
|
|
903
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$242K
|
–
|
–
|
–
|
|
|
904
|
Chicago Capital
Chicago,
Illinois
|
$242K
|
–
|
–
|
–
|
|
|
905
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$241K
|
–
|
–
|
–
|
|
|
906
|
Summit Trail Advisors
New York
|
$241K
|
+$43.6K
|
+747
|
+22%
|
|
|
907
|
Transform Wealth
Greenwood Village,
Colorado
|
$241K
|
–
|
–
|
–
|
|
|
908
|
Monterey Private Wealth
Monterey,
California
|
$239K
|
–
|
–
|
–
|
|
|
909
|
Court Place Advisors
Ellicott City,
Maryland
|
$239K
|
-$17.2K
|
-294
|
-7%
|
|
|
910
|
CWA Asset Management Group
Naples,
Florida
|
$238K
|
-$1.52K
|
-26
|
-0.6%
|
|
|
911
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$238K
|
+$22.5K
|
+385
|
+10%
|
|
|
912
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$236K
|
+$240K
|
+4,118
|
New
|
|
|
913
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$232K
|
-$1.05K
|
-18
|
-0.4%
|
|
|
914
|
Eastern Bank
Boston,
Massachusetts
|
$230K
|
-$4.2K
|
-72
|
-2%
|
|
|
915
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$230K
|
-$159K
|
-2,725
|
-40%
|
|
|
916
|
Summit Financial
Parsippany,
New Jersey
|
$229K
|
-$2.8K
|
-48
|
-1%
|
|
|
917
|
National Wealth Management Group
Cincinnati,
Ohio
|
$228K
|
+$246K
|
+4,217
|
New
|
|
|
918
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$228K
|
–
|
–
|
–
|
|
|
919
|
Grandfield & Dodd
New York
|
$228K
|
-$223K
|
-3,816
|
-49%
|
|
|
920
|
Bank of Hawaii
Honolulu,
Hawaii
|
$227K
|
–
|
–
|
–
|
|
|
921
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$227K
|
–
|
–
|
–
|
|
|
922
|
Northeast Investment Management
Boston,
Massachusetts
|
$227K
|
–
|
–
|
–
|
|
|
923
|
Legacy Financial Advisors
Covington,
Kentucky
|
$226K
|
+$25.3K
|
+434
|
+12%
|
|
|
924
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$226K
|
-$3.04K
|
-52
|
-1%
|
|
|
925
|
Susquehanna International Group (Ireland)
Dublin,
Ireland
|
$225K
|
+$229K
|
+3,920
|
New
|
|
