|
51
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.75M
|
–
|
–
|
–
|
|
|
52
|
Coastline Trust
Providence,
Rhode Island
|
$1.64M
|
-$99.9K
|
-1,126
|
-5%
|
|
|
53
|
EQ LLC
Bellevue,
Washington
|
$1.62M
|
+$13.2K
|
+149
|
+0.8%
|
|
|
54
|
Waverly Advisors
Birmingham,
Alabama
|
$1.6M
|
-$76.8K
|
-866
|
-4%
|
|
|
55
|
Kestra Advisory Services
Austin,
Texas
|
$1.52M
|
+$284K
|
+3,206
|
+22%
|
|
|
56
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.44M
|
-$49.7K
|
-560
|
-3%
|
|
|
57
|
Spire Wealth Management
Mclean,
Virginia
|
$1.43M
|
-$44.3K
|
-499
|
-3%
|
|
|
58
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.43M
|
+$301K
|
+3,390
|
+25%
|
|
|
59
|
Checchi Capital Advisers
Beverly Hills,
California
|
$1.3M
|
+$1.37M
|
+15,408
|
New
|
|
|
60
|
Klingman & Associates
New York
|
$1.26M
|
+$89
|
+1
|
+0%
|
|
|
61
|
Atria Investments
Charlotte,
North Carolina
|
$1.19M
|
-$17.2K
|
-194
|
-1%
|
|
|
62
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.19M
|
-$17.2K
|
-194
|
-1%
|
|
|
63
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.18M
|
-$38.6K
|
-435
|
-3%
|
|
|
64
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.18M
|
-$38.6K
|
-435
|
-3%
|
|
|
65
|
Miller Equity Capital Advisors
Irving,
Texas
|
$1.18M
|
–
|
–
|
–
|
|
|
66
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.05M
|
–
|
–
|
–
|
|
|
67
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.05M
|
+$11.4K
|
+129
|
+1%
|
|
|
68
|
First Bancorp
Damariscotta,
Maine
|
$1.05M
|
–
|
–
|
–
|
|
|
69
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$1M
|
+$1.05M
|
+11,840
|
New
|
|
|
70
|
Wealthspire Advisors (New York)
New York
|
$982K
|
–
|
–
|
–
|
|
|
71
|
Huntington National Bank
Columbus,
Ohio
|
$962K
|
–
|
–
|
–
|
|
|
72
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$957K
|
+$532
|
+6
|
+0.1%
|
|
|
73
|
M Holdings Securities
Portland,
Oregon
|
$954K
|
+$1M
|
+11,282
|
New
|
|
|
74
|
Level Four Advisory Services
Dallas,
Texas
|
$953K
|
+$3.02K
|
+34
|
+0.3%
|
|
|
75
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$934K
|
–
|
–
|
–
|
|
