|
51
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$845K
|
-$26K
|
-400
|
-3%
|
|
|
52
|
Intrua Financial
Houston,
Texas
|
$812K
|
+$24.1K
|
+370
|
+3%
|
|
|
53
|
|
$798K
|
-$136K
|
-2,087
|
-15%
|
|
|
54
|
Modera Wealth Management
Westwood,
New Jersey
|
$787K
|
–
|
–
|
–
|
|
|
55
|
HighTower Advisors
Chicago,
Illinois
|
$785K
|
-$18.4K
|
-283
|
-2%
|
|
|
56
|
Brightwater Advisory
Tampa,
Florida
|
$773K
|
-$23.8K
|
-366
|
-3%
|
|
|
57
|
Falcon Wealth Planning
Ontario,
California
|
$761K
|
-$9.82K
|
-151
|
-1%
|
|
|
58
|
Rockefeller Capital Management
New York
|
$657K
|
+$645K
|
+9,915
|
New
|
|
|
59
|
OneAscent Financial Services
Birmingham,
Alabama
|
$632K
|
+$131K
|
+2,011
|
+27%
|
|
|
60
|
Steward Partners Investment Advisory
New York
|
$623K
|
+$6.5K
|
+100
|
+1%
|
|
|
61
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$611K
|
–
|
–
|
–
|
|
|
62
|
Beacon Financial Group
Dallas,
Texas
|
$567K
|
-$76.2K
|
-1,171
|
-12%
|
|
|
63
|
Litman Gregory Wealth Management
Larkspur,
California
|
$464K
|
–
|
–
|
–
|
|
|
64
|
Jones Financial Companies
Des Peres,
Missouri
|
$458K
|
+$24K
|
+369
|
+6%
|
|
|
65
|
Allen Capital Group
Grand Island,
Nebraska
|
$455K
|
–
|
–
|
–
|
|
|
66
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$450K
|
–
|
–
|
–
|
|
|
67
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$427K
|
–
|
–
|
–
|
|
|
68
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$395K
|
+$195
|
+3
|
+0.1%
|
|
|
69
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$383K
|
–
|
–
|
–
|
|
|
70
|
New World Advisors
Hingham,
Massachusetts
|
$375K
|
+$455
|
+7
|
+0.1%
|
|
|
71
|
Howard Wealth Management
Madison,
Connecticut
|
$372K
|
–
|
–
|
–
|
|
|
72
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$345K
|
-$11.3K
|
-173
|
-3%
|
|
|
73
|
Rockbridge Investment Management
Syracuse,
New York
|
$342K
|
-$3.25K
|
-50
|
-1%
|
|
|
74
|
NewEdge Advisors
New Orleans,
Louisiana
|
$337K
|
+$327K
|
+5,026
|
+7,615%
|
|
|
75
|
Arlington Financial Advisors
Santa Barbara,
California
|
$324K
|
–
|
–
|
–
|
|
