|
76
|
Summit Financial Strategies
Columbus,
Ohio
|
$847K
|
–
|
–
|
–
|
|
|
77
|
SVB Wealth
Boston,
Massachusetts
|
$829K
|
+$127K
|
+1,350
|
+18%
|
|
|
78
|
Next Financial Group
Houston,
Texas
|
$810K
|
+$188
|
+2
|
+0%
|
|
|
79
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$808K
|
+$289K
|
+3,068
|
+57%
|
|
|
80
|
|
$789K
|
-$1.01M
|
-10,684
|
-56%
|
|
|
81
|
American Portfolios Advisors
Holbrook,
New York
|
$753K
|
+$172K
|
+1,822
|
+30%
|
|
|
82
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$750K
|
-$11.7K
|
-124
|
-2%
|
|
|
83
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$726K
|
+$188
|
+2
|
+0%
|
|
|
84
|
O'Rourke & Company
Boston,
Massachusetts
|
$698K
|
+$687K
|
+7,292
|
New
|
|
|
85
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$682K
|
+$3.96K
|
+42
|
+0.6%
|
|
|
86
|
HighTower Advisors
Chicago,
Illinois
|
$668K
|
+$657K
|
+6,968
|
New
|
|
|
87
|
PACK Private Wealth
Wayzata,
Minnesota
|
$657K
|
+$646K
|
+6,858
|
New
|
|
|
88
|
Truist Financial
Charlotte,
North Carolina
|
$632K
|
-$20.7K
|
-220
|
-3%
|
|
|
89
|
Affiance Financial
St. Louis Park,
Minnesota
|
$602K
|
–
|
–
|
–
|
|
|
90
|
Level Four Advisory Services
Dallas,
Texas
|
$534K
|
+$526K
|
+5,582
|
New
|
|
|
91
|
Private Capital Group
West Hartford,
Connecticut
|
$518K
|
–
|
–
|
–
|
|
|
92
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$505K
|
+$497K
|
+5,278
|
New
|
|
|
93
|
IRON Financial
Northbrook,
Illinois
|
$504K
|
+$3.58K
|
+38
|
+0.7%
|
|
|
94
|
Manchester Capital Management
Manchester,
Vermont
|
$461K
|
–
|
–
|
–
|
|
|
95
|
R.W. Roge & Company
Bohemia,
New York
|
$441K
|
-$65K
|
-690
|
-12%
|
|
|
96
|
Collective Family Office
York,
Pennsylvania
|
$440K
|
–
|
–
|
–
|
|
|
97
|
Evermay Wealth Management
Arlington,
Virginia
|
$410K
|
+$11.9K
|
+126
|
+3%
|
|
|
98
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$403K
|
-$2.64K
|
-28
|
-0.7%
|
|
|
99
|
Cambridge Trust
Cambridge,
Massachusetts
|
$392K
|
-$3.58K
|
-38
|
-0.9%
|
|
|
100
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$388K
|
+$7.35K
|
+78
|
+2%
|
|
