|
101
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.3M
|
-$300K
|
-2,550
|
-21%
|
|
|
102
|
First Bancorp
Damariscotta,
Maine
|
$1.3M
|
-$19.4K
|
-165
|
-1%
|
|
|
103
|
Corient Private Wealth
Miami,
Florida
|
$1.28M
|
-$195K
|
-1,660
|
-13%
|
|
|
104
|
Sittner & Nelson
Eugene,
Oregon
|
$1.26M
|
–
|
–
|
–
|
|
|
105
|
Brooklyn Investment Group
Brooklyn,
New York
|
$1.26M
|
+$353K
|
+3,007
|
+37%
|
|
|
106
|
Equitable Holdings
New York
|
$1.24M
|
+$937K
|
+7,977
|
+273%
|
|
|
107
|
Atria Investments
Charlotte,
North Carolina
|
$1.2M
|
-$48.3K
|
-411
|
-4%
|
|
|
108
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.2M
|
-$48.3K
|
-411
|
-4%
|
|
|
109
|
Base Wealth Management
Lakewood Ranch,
Florida
|
$1.18M
|
-$202K
|
-1,722
|
-14%
|
|
|
110
|
Naples Global Advisors
Naples,
Florida
|
$1.17M
|
–
|
–
|
–
|
|
|
111
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.16M
|
–
|
–
|
–
|
|
|
112
|
Fidelity Investments
Boston,
Massachusetts
|
$1.16M
|
-$74.3K
|
-632
|
-6%
|
|
|
113
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.14M
|
–
|
–
|
–
|
|
|
114
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$1.12M
|
–
|
–
|
–
|
|
|
115
|
Zhang Financial
Portage,
Michigan
|
$1.12M
|
+$45K
|
+383
|
+4%
|
|
|
116
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.11M
|
–
|
–
|
–
|
|
|
117
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.09M
|
+$353
|
+3
|
+0%
|
|
|
118
|
Pachira Investments
Dana Point,
California
|
$1.05M
|
+$274K
|
+2,335
|
+34%
|
|
|
119
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.04M
|
-$55.6K
|
-473
|
-5%
|
|
|
120
|
|
$1.01M
|
+$47K
|
+400
|
+5%
|
|
|
121
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.01M
|
-$151K
|
-1,282
|
-13%
|
|
|
122
|
Oasis Advisors
Forest City,
Iowa
|
$1M
|
+$835K
|
+7,108
|
New
|
|
|
123
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$963K
|
+$12.2K
|
+104
|
+1%
|
|
|
124
|
PACK Private Wealth
Wayzata,
Minnesota
|
$926K
|
–
|
–
|
–
|
|
|
125
|
NewEdge Advisors
New Orleans,
Louisiana
|
$893K
|
-$5.41K
|
-46
|
-0.6%
|
|
