|
51
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$325K
|
-$4K
|
-86
|
-1%
|
|
|
52
|
Mariner
Overland Park,
Kansas
|
$325K
|
+$307K
|
+6,589
|
New
|
|
|
53
|
PSI Advisors
Tampa,
Florida
|
$321K
|
+$4.89K
|
+105
|
+2%
|
|
|
54
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$316K
|
+$1.21K
|
+26
|
+0.4%
|
|
|
55
|
Geneos Wealth Management
Englewood,
Colorado
|
$308K
|
-$60.2K
|
-1,293
|
-17%
|
|
|
56
|
Vance Wealth
Santa Clarita,
California
|
$303K
|
–
|
–
|
–
|
|
|
57
|
Stifel Financial
St. Louis,
Missouri
|
$300K
|
+$36.8K
|
+791
|
+15%
|
|
|
58
|
Citadel Advisors
Miami,
Florida
|
$295K
|
+$279K
|
+5,993
|
New
|
|
|
59
|
Frazier Financial Advisors
Columbus,
Ohio
|
$288K
|
+$272K
|
+5,850
|
New
|
|
|
60
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$274K
|
-$12.9K
|
-277
|
-5%
|
|
|
61
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$259K
|
-$18.3K
|
-394
|
-7%
|
|
|
62
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$242K
|
-$95.8K
|
-2,058
|
-29%
|
|
|
63
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$238K
|
+$225K
|
+4,827
|
New
|
|
|
64
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$215K
|
-$18K
|
-387
|
-8%
|
|
|
65
|
Truist Financial
Charlotte,
North Carolina
|
$212K
|
+$200K
|
+4,294
|
New
|
|
|
66
|
SOA Wealth Advisors
New York
|
$175K
|
+$1.07K
|
+23
|
+0.7%
|
|
|
67
|
Newton One Investments
Newark,
Delaware
|
$115K
|
+$699
|
+15
|
+0.6%
|
|
|
68
|
Cardiff Park Advisors
Carlsbad,
California
|
$111K
|
+$652
|
+14
|
+0.6%
|
|
|
69
|
Syntrinsic
Denver,
Colorado
|
$88.3K
|
-$111K
|
-2,382
|
-57%
|
|
|
70
|
Blue Trust Inc
Alpharetta,
Georgia
|
$78K
|
-$77.1K
|
-1,655
|
-49%
|
|
|
71
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$61.3K
|
+$93
|
+2
|
+0.2%
|
|
|
72
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$52.5K
|
-$10.1K
|
-216
|
-17%
|
|
|
73
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$52.1K
|
–
|
–
|
–
|
|
|
74
|
Rockbridge Investment Management
Syracuse,
New York
|
$52.1K
|
+$49.2K
|
+1,057
|
New
|
|
|
75
|
Global Retirement Partners
San Rafael,
California
|
$50.4K
|
-$7.82K
|
-168
|
-14%
|
|
