|
76
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$348K
|
–
|
–
|
–
|
|
|
77
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$344K
|
–
|
–
|
–
|
|
|
78
|
Allen Capital Group
Grand Island,
Nebraska
|
$342K
|
+$340K
|
+6,868
|
New
|
|
|
79
|
Parsec Financial Management
Asheville,
North Carolina
|
$341K
|
–
|
–
|
–
|
|
|
80
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$336K
|
-$11.1K
|
-224
|
-3%
|
|
|
81
|
Modera Wealth Management
Westwood,
New Jersey
|
$333K
|
–
|
–
|
–
|
|
|
82
|
MML Investors Services
Springfield,
Massachusetts
|
$332K
|
-$16.3K
|
-328
|
-5%
|
|
|
83
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$321K
|
–
|
–
|
–
|
|
|
84
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$315K
|
-$3.52K
|
-71
|
-1%
|
|
|
85
|
Benedetti & Gucer
Atlanta,
Georgia
|
$313K
|
+$9.32K
|
+188
|
+3%
|
|
|
86
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$298K
|
–
|
–
|
–
|
|
|
87
|
Rockbridge Investment Management
Syracuse,
New York
|
$271K
|
-$3.57K
|
-72
|
-1%
|
|
|
88
|
Kestra Advisory Services
Austin,
Texas
|
$264K
|
-$6.39K
|
-129
|
-2%
|
|
|
89
|
Regimen Wealth
Atlanta,
Georgia
|
$249K
|
+$248K
|
+5,004
|
New
|
|
|
90
|
|
$249K
|
-$32.1K
|
-648
|
-12%
|
|
|
91
|
Howard Wealth Management
Madison,
Connecticut
|
$231K
|
–
|
–
|
–
|
|
|
92
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$227K
|
-$6.29K
|
-127
|
-3%
|
|
|
93
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$227K
|
–
|
–
|
–
|
|
|
94
|
Cadence Bank
Tupelo,
Mississippi
|
$225K
|
–
|
–
|
–
|
|
|
95
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$217K
|
-$23.6K
|
-476
|
-10%
|
|
|
96
|
Greylin Investment Management
Orange,
Virginia
|
$215K
|
–
|
–
|
–
|
|
|
97
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$210K
|
–
|
–
|
–
|
|
|
98
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$207K
|
–
|
–
|
–
|
|
|
99
|
Well Done LLC
Holland,
Michigan
|
$205K
|
+$204K
|
+4,119
|
New
|
|
|
100
|
Rockefeller Capital Management
New York
|
$204K
|
+$36.6K
|
+739
|
+22%
|
|
