|
51
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.97M
|
+$354K
|
+4,200
|
+23%
|
|
|
52
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.84M
|
–
|
–
|
–
|
|
|
53
|
Coastline Trust
Providence,
Rhode Island
|
$1.81M
|
-$128K
|
-1,525
|
-7%
|
|
|
54
|
Waverly Advisors
Birmingham,
Alabama
|
$1.76M
|
+$138K
|
+1,636
|
+9%
|
|
|
55
|
EQ LLC
Bellevue,
Washington
|
$1.68M
|
-$25.6K
|
-304
|
-2%
|
|
|
56
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.56M
|
-$12.4K
|
-147
|
-0.8%
|
|
|
57
|
Spire Wealth Management
Mclean,
Virginia
|
$1.54M
|
+$174K
|
+2,067
|
+13%
|
|
|
58
|
Klingman & Associates
New York
|
$1.32M
|
–
|
–
|
–
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
$1.31M
|
+$11.5K
|
+137
|
+0.9%
|
|
|
60
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.27M
|
+$1.77K
|
+21
|
+0.1%
|
|
|
61
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.27M
|
+$1.77K
|
+21
|
+0.1%
|
|
|
62
|
Atria Investments
Charlotte,
North Carolina
|
$1.26M
|
-$13.3K
|
-158
|
-1%
|
|
|
63
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.26M
|
-$13.3K
|
-158
|
-1%
|
|
|
64
|
Horizon Family Wealth
Chicago,
Illinois
|
$1.24M
|
+$381K
|
+4,529
|
+48%
|
|
|
65
|
Miller Equity Capital Advisors
Irving,
Texas
|
$1.23M
|
–
|
–
|
–
|
|
|
66
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.2M
|
+$104K
|
+1,233
|
+10%
|
|
|
67
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.1M
|
+$296K
|
+3,518
|
+39%
|
|
|
68
|
First Bancorp
Damariscotta,
Maine
|
$1.1M
|
-$108K
|
-1,280
|
-9%
|
|
|
69
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.09M
|
–
|
–
|
–
|
|
|
70
|
Huntington National Bank
Columbus,
Ohio
|
$1.06M
|
–
|
–
|
–
|
|
|
71
|
Wealthspire Advisors (New York)
New York
|
$1.03M
|
–
|
–
|
–
|
|
|
72
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1M
|
–
|
–
|
–
|
|
|
73
|
Level Four Advisory Services
Dallas,
Texas
|
$996K
|
-$36.2K
|
-430
|
-4%
|
|
|
74
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$979K
|
-$101K
|
-1,200
|
-10%
|
|
|
75
|
Naples Global Advisors
Naples,
Florida
|
$970K
|
-$124K
|
-1,475
|
-12%
|
|
