|
126
|
Private Trust Company
Cleveland,
Ohio
|
$466K
|
+$372K
|
+7,844
|
+374%
|
|
|
127
|
Bogart Wealth LLC
Mclean,
Virginia
|
$455K
|
+$50.3K
|
+1,060
|
+12%
|
|
|
128
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$448K
|
+$35.6K
|
+750
|
+8%
|
|
|
129
|
Alteri Wealth
Westlake Village,
California
|
$447K
|
+$50.5K
|
+1,065
|
+13%
|
|
|
130
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$444K
|
-$13.3K
|
-280
|
-3%
|
|
|
131
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$444K
|
+$71.1K
|
+1,498
|
+19%
|
|
|
132
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$440K
|
–
|
–
|
–
|
|
|
133
|
Asset One Wealth Management
Bellevue,
Washington
|
$438K
|
-$35.1K
|
-740
|
-7%
|
|
|
134
|
Atria Investments
Charlotte,
North Carolina
|
$427K
|
-$1.56K
|
-33
|
-0.4%
|
|
|
135
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$425K
|
-$7.12K
|
-150
|
-2%
|
|
|
136
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$413K
|
-$45.9K
|
-968
|
-10%
|
|
|
137
|
MGO One Seven
Beachwood,
Ohio
|
$398K
|
+$403K
|
+8,503
|
New
|
|
|
138
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$397K
|
+$108K
|
+2,272
|
+37%
|
|
|
139
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$395K
|
-$119K
|
-2,508
|
-23%
|
|
|
140
|
Spire Wealth Management
Mclean,
Virginia
|
$389K
|
-$17.2K
|
-362
|
-4%
|
|
|
141
|
CreativeOne Wealth
Overland Park,
Kansas
|
$386K
|
+$109K
|
+2,291
|
+38%
|
|
|
142
|
Appalachian Capital Management
St Clairsville,
Ohio
|
$374K
|
-$3.46K
|
-73
|
-0.9%
|
|
|
143
|
Evolve Private Wealth
Los Angeles,
California
|
$370K
|
+$47.2K
|
+996
|
+14%
|
|
|
144
|
Ausdal Financial Partners
Davenport,
Iowa
|
$355K
|
-$569
|
-12
|
-0.2%
|
|
|
145
|
Truist Financial
Charlotte,
North Carolina
|
$345K
|
-$27.7K
|
-583
|
-7%
|
|
|
146
|
Wealth Watch Advisors
Englewood,
Colorado
|
$344K
|
+$3.89K
|
+82
|
+1%
|
|
|
147
|
Merit Financial Group
Alpharetta,
Georgia
|
$322K
|
-$262K
|
-5,521
|
-45%
|
|
|
148
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$310K
|
+$314K
|
+6,625
|
New
|
|
|
149
|
Vise Technologies
New York
|
$310K
|
–
|
–
|
–
|
|
|
150
|
Financial Engines Advisors
Santa Clara,
California
|
$308K
|
+$4.46K
|
+94
|
+1%
|
|
