|
51
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$832K
|
-$61.2K
|
-1,115
|
-7%
|
|
|
52
|
ProVise Management Group
Clearwater,
Florida
|
$815K
|
–
|
–
|
–
|
|
|
53
|
Davenport & Co
Richmond,
Virginia
|
$803K
|
-$2.75K
|
-50
|
-0.3%
|
|
|
54
|
Brightwater Advisory
Tampa,
Florida
|
$784K
|
-$766K
|
-13,949
|
-48%
|
|
|
55
|
Beacon Financial Group
Dallas,
Texas
|
$775K
|
-$67.6K
|
-1,231
|
-8%
|
|
|
56
|
Falcon Wealth Planning
Ontario,
California
|
$736K
|
-$10.3K
|
-187
|
-1%
|
|
|
57
|
HighTower Advisors
Chicago,
Illinois
|
$671K
|
-$47.4K
|
-863
|
-6%
|
|
|
58
|
Intrua Financial
Houston,
Texas
|
$634K
|
–
|
–
|
–
|
|
|
59
|
Modera Wealth Management
Westwood,
New Jersey
|
$626K
|
–
|
–
|
–
|
|
|
60
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$597K
|
+$4.01K
|
+73
|
+0.6%
|
|
|
61
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$554K
|
+$18.7K
|
+341
|
+3%
|
|
|
62
|
Bank of New York Mellon
New York
|
$492K
|
+$513K
|
+9,341
|
New
|
|
|
63
|
Steward Partners Investment Advisory
New York
|
$490K
|
–
|
–
|
–
|
|
|
64
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$487K
|
–
|
–
|
–
|
|
|
65
|
Litman Gregory Wealth Management
Larkspur,
California
|
$369K
|
–
|
–
|
–
|
|
|
66
|
Allen Capital Group
Grand Island,
Nebraska
|
$362K
|
–
|
–
|
–
|
|
|
67
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$358K
|
–
|
–
|
–
|
|
|
68
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$340K
|
-$58.8K
|
-1,071
|
-14%
|
|
|
69
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$340K
|
–
|
–
|
–
|
|
|
70
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$321K
|
+$2.47K
|
+45
|
+0.8%
|
|
|
71
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$305K
|
–
|
–
|
–
|
|
|
72
|
Howard Wealth Management
Madison,
Connecticut
|
$296K
|
–
|
–
|
–
|
|
|
73
|
Rockbridge Investment Management
Syracuse,
New York
|
$285K
|
+$55
|
+1
|
+0%
|
|
|
74
|
Focus Partners Wealth
Boston,
Massachusetts
|
$259K
|
+$270K
|
+4,911
|
New
|
|
|
75
|
Arlington Financial Advisors
Santa Barbara,
California
|
$258K
|
+$268K
|
+4,887
|
New
|
|
