|
76
|
Walleye Partners
Madison,
Wisconsin
|
$731K
|
+$733K
|
+27,970
|
New
|
|
|
77
|
Stokes Family Office
New Orleans,
Louisiana
|
$712K
|
–
|
–
|
–
|
|
|
78
|
Montecito Bank & Trust
Santa Barbara,
California
|
$669K
|
+$37.5K
|
+1,431
|
+6%
|
|
|
79
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$651K
|
+$653K
|
+24,904
|
New
|
|
|
80
|
Clearstead Advisors
Cleveland,
Ohio
|
$639K
|
+$637K
|
+24,309
|
+20,428%
|
|
|
81
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$595K
|
+$122K
|
+4,665
|
+26%
|
|
|
82
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$593K
|
–
|
–
|
–
|
|
|
83
|
Nestegg Advisors
Hauppauge,
New York
|
$578K
|
+$305K
|
+11,622
|
+111%
|
|
|
84
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$559K
|
+$159K
|
+6,060
|
+40%
|
|
|
85
|
International Assets Investment Management
Orlando,
Florida
|
$517K
|
+$12K
|
+456
|
+2%
|
|
|
86
|
CVA Family Office
Denver,
Colorado
|
$514K
|
–
|
–
|
–
|
|
|
87
|
Barclays
London,
United Kingdom
|
$497K
|
–
|
–
|
–
|
|
|
88
|
Glenview Trust
Louisville,
Kentucky
|
$473K
|
+$105K
|
+4,000
|
+28%
|
|
|
89
|
Kestra Private Wealth Services
Austin,
Texas
|
$465K
|
+$69.7K
|
+2,659
|
+18%
|
|
|
90
|
|
$465K
|
+$82.5K
|
+3,146
|
+22%
|
|
|
91
|
First National Trust
Hermitage,
Pennsylvania
|
$447K
|
+$110K
|
+4,179
|
+32%
|
|
|
92
|
Gryphon Financial Partners
Columbus,
Ohio
|
$445K
|
+$52
|
+2
|
+0%
|
|
|
93
|
Valmark Advisers
Akron,
Ohio
|
$442K
|
+$108K
|
+4,117
|
+32%
|
|
|
94
|
Advisory Services Network
Atlanta,
Georgia
|
$435K
|
+$30.7K
|
+1,172
|
+8%
|
|
|
95
|
Gradient Capital Advisors
San Diego,
California
|
$427K
|
+$70.1K
|
+2,675
|
+20%
|
|
|
96
|
Frisch Financial Group
Melville,
New York
|
$426K
|
-$436K
|
-16,640
|
-51%
|
|
|
97
|
Farnam Financial
Phoenix,
Arizona
|
$413K
|
–
|
–
|
–
|
|
|
98
|
Osaic Holdings
Scottsdale,
Arizona
|
$407K
|
+$220K
|
+8,400
|
+117%
|
|
|
99
|
Venture Visionary Partners
Sylvania,
Ohio
|
$377K
|
+$105
|
+4
|
+0%
|
|
|
100
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$356K
|
-$18.3K
|
-699
|
-5%
|
|
