|
76
|
Kestra Advisory Services
Austin,
Texas
|
$324K
|
+$354K
|
+7,126
|
New
|
|
|
77
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$318K
|
–
|
–
|
–
|
|
|
78
|
Litman Gregory Wealth Management
Larkspur,
California
|
$318K
|
+$348K
|
+7,000
|
New
|
|
|
79
|
Allen Capital Group
Grand Island,
Nebraska
|
$312K
|
–
|
–
|
–
|
|
|
80
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$297K
|
+$34.5K
|
+694
|
+12%
|
|
|
81
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$296K
|
-$31.1K
|
-625
|
-9%
|
|
|
82
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$294K
|
–
|
–
|
–
|
|
|
83
|
Benedetti & Gucer
Atlanta,
Georgia
|
$283K
|
+$5.47K
|
+110
|
+2%
|
|
|
84
|
Rockbridge Investment Management
Syracuse,
New York
|
$253K
|
+$149
|
+3
|
+0.1%
|
|
|
85
|
HYA Advisors
Springfield,
Missouri
|
$238K
|
-$27.3K
|
-549
|
-10%
|
|
|
86
|
Rockefeller Capital Management
New York
|
$230K
|
+$7.55K
|
+152
|
+3%
|
|
|
87
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$226K
|
-$70K
|
-1,408
|
-22%
|
|
|
88
|
Berkeley Inc
Boise,
Idaho
|
$223K
|
+$795
|
+16
|
+0.3%
|
|
|
89
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$221K
|
+$1.59K
|
+32
|
+0.7%
|
|
|
90
|
Howard Wealth Management
Madison,
Connecticut
|
$211K
|
–
|
–
|
–
|
|
|
91
|
Well Done LLC
Holland,
Michigan
|
$207K
|
–
|
–
|
–
|
|
|
92
|
Cadence Bank NA
Houston,
Texas
|
$206K
|
-$40.4K
|
-813
|
-15%
|
|
|
93
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$192K
|
–
|
–
|
–
|
|
|
94
|
Viewpoint Capital Management
Seattle,
Washington
|
$186K
|
–
|
–
|
–
|
|
|
95
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$180K
|
–
|
–
|
–
|
|
|
96
|
Belpointe Asset Management
Reno,
Nevada
|
$157K
|
-$4.47K
|
-90
|
-3%
|
|
|
97
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$138K
|
+$151K
|
+3,030
|
New
|
|
|
98
|
William Blair & Company
Chicago,
Illinois
|
$118K
|
-$88.2K
|
-1,774
|
-41%
|
|
|
99
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$110K
|
–
|
–
|
–
|
|
|
100
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$101K
|
-$20K
|
-403
|
-15%
|
|
