|
51
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$799K
|
+$72.2K
|
+1,189
|
+10%
|
|
|
52
|
HighTower Advisors
Chicago,
Illinois
|
$772K
|
+$22.5K
|
+370
|
+3%
|
|
|
53
|
Brightwater Advisory
Tampa,
Florida
|
$765K
|
-$53.5K
|
-881
|
-7%
|
|
|
54
|
Intrua Financial
Houston,
Texas
|
$756K
|
–
|
–
|
–
|
|
|
55
|
Modera Wealth Management
Westwood,
New Jersey
|
$755K
|
–
|
–
|
–
|
|
|
56
|
Falcon Wealth Planning
Ontario,
California
|
$740K
|
+$6.98K
|
+115
|
+1%
|
|
|
57
|
Beacon Financial Group
Dallas,
Texas
|
$619K
|
-$68.1K
|
-1,122
|
-10%
|
|
|
58
|
Steward Partners Investment Advisory
New York
|
$591K
|
–
|
–
|
–
|
|
|
59
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$587K
|
-$1.03K
|
-17
|
-0.2%
|
|
|
60
|
OneAscent Financial Services
Birmingham,
Alabama
|
$479K
|
+$5.46K
|
+90
|
+1%
|
|
|
61
|
Litman Gregory Wealth Management
Larkspur,
California
|
$445K
|
–
|
–
|
–
|
|
|
62
|
Allen Capital Group
Grand Island,
Nebraska
|
$437K
|
–
|
–
|
–
|
|
|
63
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$432K
|
–
|
–
|
–
|
|
|
64
|
Jones Financial Companies
Des Peres,
Missouri
|
$418K
|
–
|
–
|
–
|
|
|
65
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$410K
|
–
|
–
|
–
|
|
|
66
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$392K
|
+$6.38K
|
+105
|
+2%
|
|
|
67
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$379K
|
+$546
|
+9
|
+0.2%
|
|
|
68
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$368K
|
–
|
–
|
–
|
|
|
69
|
New World Advisors
Hingham,
Massachusetts
|
$359K
|
+$42.7K
|
+703
|
+14%
|
|
|
70
|
Howard Wealth Management
Madison,
Connecticut
|
$357K
|
–
|
–
|
–
|
|
|
71
|
Rockbridge Investment Management
Syracuse,
New York
|
$331K
|
-$5.46K
|
-90
|
-2%
|
|
|
72
|
Arlington Financial Advisors
Santa Barbara,
California
|
$311K
|
–
|
–
|
–
|
|
|
73
|
Focus Partners Wealth
Boston,
Massachusetts
|
$310K
|
–
|
–
|
–
|
|
|
74
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$308K
|
-$4.13K
|
-68
|
-1%
|
|
|
75
|
Regimen Wealth
Atlanta,
Georgia
|
$284K
|
+$4.67K
|
+77
|
+2%
|
|
