|
126
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$215K
|
+$202K
|
+7,777
|
New
|
|
|
127
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$210K
|
-$223K
|
-8,606
|
-53%
|
|
|
128
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$209K
|
+$196K
|
+7,574
|
New
|
|
|
129
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$170K
|
–
|
–
|
–
|
|
|
130
|
WhitTier Trust Company
Reno,
Nevada
|
$159K
|
-$26.2K
|
-1,012
|
-15%
|
|
|
131
|
Washington Trust
Westerly,
Rhode Island
|
$158K
|
–
|
–
|
–
|
|
|
132
|
William Blair & Company
Chicago,
Illinois
|
$138K
|
+$337
|
+13
|
+0.3%
|
|
|
133
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$101K
|
+$92.8K
|
+3,578
|
New
|
|
|
134
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$98K
|
+$91.5K
|
+3,531
|
New
|
|
|
135
|
American Portfolios Advisors
Holbrook,
New York
|
$97.7K
|
-$20.5K
|
-791
|
-18%
|
|
|
136
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$97K
|
–
|
–
|
–
|
|
|
137
|
Concord Wealth Partners
Abingdon,
Virginia
|
$87K
|
+$81.9K
|
+3,158
|
New
|
|
|
138
|
Rockbridge Investment Management
Syracuse,
New York
|
$85K
|
–
|
–
|
–
|
|
|
139
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$84K
|
–
|
–
|
–
|
|
|
140
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$79K
|
–
|
–
|
–
|
|
|
141
|
Advisory Services Network
Atlanta,
Georgia
|
$72K
|
-$19.4K
|
-750
|
-22%
|
|
|
142
|
Franklin Resources
San Mateo,
California
|
$61K
|
–
|
–
|
–
|
|
|
143
|
Rockefeller Capital Management
New York
|
$54K
|
+$5.5K
|
+212
|
+12%
|
|
|
144
|
Holloway Wealth Management
Gainesville,
Florida
|
$51K
|
–
|
–
|
–
|
|
|
145
|
Howe & Rusling
Rochester,
New York
|
$50K
|
–
|
–
|
–
|
|
|
146
|
Avior Wealth Management
Omaha,
Nebraska
|
$49K
|
–
|
–
|
–
|
|
|
147
|
|
$48K
|
–
|
–
|
–
|
|
|
148
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$46K
|
-$13.1K
|
-504
|
-23%
|
|
|
149
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$46K
|
–
|
–
|
–
|
|
|
150
|
Creative Financial Designs
Kokomo,
Indiana
|
$43K
|
+$10.2K
|
+392
|
+34%
|
|
