|
126
|
Truist Financial
Charlotte,
North Carolina
|
$636K
|
+$72.2K
|
+611
|
+14%
|
|
|
127
|
Modera Wealth Management
Westwood,
New Jersey
|
$620K
|
+$24.8K
|
+210
|
+4%
|
|
|
128
|
Corient Private Wealth
Miami,
Florida
|
$612K
|
+$142K
|
+1,199
|
+33%
|
|
|
129
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$612K
|
-$30.4K
|
-257
|
-5%
|
|
|
130
|
Glenview Trust
Louisville,
Kentucky
|
$585K
|
–
|
–
|
–
|
|
|
131
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$583K
|
-$20.1K
|
-170
|
-4%
|
|
|
132
|
Steward Partners Investment Advisory
New York
|
$582K
|
+$221K
|
+1,872
|
+68%
|
|
|
133
|
Kesler Norman & Wride
Ogden,
Utah
|
$576K
|
-$210K
|
-1,775
|
-28%
|
|
|
134
|
Laidlaw Wealth Management
New York City,
New York
|
$560K
|
–
|
–
|
–
|
|
|
135
|
Bailard
Foster City,
California
|
$547K
|
–
|
–
|
–
|
|
|
136
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$538K
|
-$8.15K
|
-69
|
-2%
|
|
|
137
|
Cetera Advisor Networks
El Segundo,
California
|
$526K
|
+$33.4K
|
+283
|
+7%
|
|
|
138
|
CoreCap Advisors
Southfield,
Michigan
|
$504K
|
-$89.2K
|
-755
|
-16%
|
|
|
139
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$501K
|
–
|
–
|
–
|
|
|
140
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$491K
|
-$17.6K
|
-149
|
-4%
|
|
|
141
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$490K
|
–
|
–
|
–
|
|
|
142
|
Ignite Planners
San Clemente,
California
|
$489K
|
+$591
|
+5
|
+0.1%
|
|
|
143
|
Commerce Bank
Kansas City,
Missouri
|
$483K
|
-$75.6K
|
-640
|
-14%
|
|
|
144
|
William Blair & Company
Chicago,
Illinois
|
$481K
|
+$19.5K
|
+165
|
+5%
|
|
|
145
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$480K
|
+$233K
|
+1,975
|
+107%
|
|
|
146
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$473K
|
+$5.91K
|
+50
|
+1%
|
|
|
147
|
NewEdge Advisors
New Orleans,
Louisiana
|
$461K
|
-$26.1K
|
-221
|
-6%
|
|
|
148
|
Noble Family Wealth
Clearwater,
Florida
|
$453K
|
–
|
–
|
–
|
|
|
149
|
Raymond James Trust
St. Petersburg,
Florida
|
$446K
|
–
|
–
|
–
|
|
|
150
|
Wealth Management Partners
Tucson,
Arizona
|
$445K
|
-$172K
|
-1,452
|
-29%
|
|
