|
501
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$241K
|
–
|
–
|
–
|
|
|
502
|
AHL Investment Management
Winter Park,
Florida
|
$240K
|
–
|
–
|
–
|
|
|
503
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$240K
|
+$262K
|
+1,106
|
New
|
|
|
504
|
MONECO Advisors
Fairfield,
Connecticut
|
$238K
|
-$28.4K
|
-120
|
-10%
|
|
|
505
|
Avantax Planning Partners
Dubuque,
Iowa
|
$238K
|
–
|
–
|
–
|
|
|
506
|
BT Wealth Management
Atlanta,
Georgia
|
$237K
|
–
|
–
|
–
|
|
|
507
|
Scotia Capital
Toronto,
Ontario, Canada
|
$236K
|
-$374K
|
-1,578
|
-59%
|
|
|
508
|
Brickley Wealth Management
San Mateo,
California
|
$235K
|
-$2.6K
|
-11
|
-1%
|
|
|
509
|
WBH Advisory
Baltimore,
Maryland
|
$233K
|
–
|
–
|
–
|
|
|
510
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$233K
|
+$254K
|
+1,073
|
New
|
|
|
511
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$229K
|
–
|
–
|
–
|
|
|
512
|
Corient Capital Partners
Newport Beach,
California
|
$228K
|
+$248K
|
+1,048
|
New
|
|
|
513
|
Members Trust
Tampa,
Florida
|
$227K
|
–
|
–
|
–
|
|
|
514
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$225K
|
–
|
–
|
–
|
|
|
515
|
Sutton Wealth Advisors
Tampa,
Florida
|
$222K
|
+$237
|
+1
|
+0.1%
|
|
|
516
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$222K
|
+$5.21K
|
+22
|
+2%
|
|
|
517
|
First Command Bank
Fort Worth,
Texas
|
$221K
|
-$29.6K
|
-125
|
-11%
|
|
|
518
|
First Command Financial Services
Fort Worth,
Texas
|
$221K
|
-$29.6K
|
-125
|
-11%
|
|
|
519
|
Kestra Private Wealth Services
Austin,
Texas
|
$219K
|
+$16.6K
|
+70
|
+7%
|
|
|
520
|
Level Four Advisory Services
Dallas,
Texas
|
$217K
|
–
|
–
|
–
|
|
|
521
|
RBC Europe
London,
United Kingdom
|
$217K
|
–
|
–
|
–
|
|
|
522
|
Corrigan Financial
Middletown,
Rhode Island
|
$215K
|
-$3.55K
|
-15
|
-1%
|
|
|
523
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$215K
|
–
|
–
|
–
|
|
|
524
|
Jacobs & Co
San Francisco,
California
|
$213K
|
-$17.8K
|
-75
|
-7%
|
|
|
525
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$213K
|
–
|
–
|
–
|
|
