|
76
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$464K
|
+$80.3K
|
+1,033
|
+20%
|
|
|
77
|
Spruce Point Capital Management
New York
|
$463K
|
-$179K
|
-2,300
|
-27%
|
|
|
78
|
Equitable Holdings
New York
|
$462K
|
+$20.8K
|
+267
|
+5%
|
|
|
79
|
Waverly Advisors
Birmingham,
Alabama
|
$452K
|
-$6.92K
|
-89
|
-1%
|
|
|
80
|
Davis Investment Partners
Charlotte,
North Carolina
|
$448K
|
–
|
–
|
–
|
|
|
81
|
Beacon Pointe Advisors
Newport Beach,
California
|
$440K
|
-$80.9K
|
-1,041
|
-15%
|
|
|
82
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$435K
|
+$422K
|
+5,433
|
New
|
|
|
83
|
Mercer Global Advisors
Denver,
Colorado
|
$429K
|
-$135K
|
-1,736
|
-23%
|
|
|
84
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$424K
|
-$91.7K
|
-1,180
|
-17%
|
|
|
85
|
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
|
$421K
|
-$114K
|
-1,463
|
-21%
|
|
|
86
|
First Wilshire Securities Management
Pasadena,
California
|
$418K
|
–
|
–
|
–
|
|
|
87
|
Patten & Patten
Chattanooga,
Tennessee
|
$403K
|
–
|
–
|
–
|
|
|
88
|
Savvy Advisors Inc
New York
|
$393K
|
+$410K
|
+5,272
|
New
|
|
|
89
|
Flow Traders U.S.
New York
|
$391K
|
+$408K
|
+5,243
|
New
|
|
|
90
|
Fortis Group Advisors
Westwood,
New Jersey
|
$387K
|
-$3.34K
|
-43
|
-0.9%
|
|
|
91
|
Meridian Wealth Management
Lexington,
Kentucky
|
$381K
|
–
|
–
|
–
|
|
|
92
|
Midwest Trust
Overland Park,
Kansas
|
$370K
|
–
|
–
|
–
|
|
|
93
|
WP Advisors
San Francisco,
California
|
$338K
|
-$30.2K
|
-388
|
-8%
|
|
|
94
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$326K
|
+$21.1K
|
+271
|
+7%
|
|
|
95
|
Focus Partners Wealth
Boston,
Massachusetts
|
$325K
|
-$60.3K
|
-776
|
-15%
|
|
|
96
|
Summit Financial
Parsippany,
New Jersey
|
$312K
|
+$622
|
+8
|
+0.2%
|
|
|
97
|
Oppenheimer & Co
New York
|
$310K
|
+$3.58K
|
+46
|
+1%
|
|
|
98
|
KCM Investment Advisors
Greenbrae,
California
|
$308K
|
–
|
–
|
–
|
|
|
99
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$306K
|
+$319K
|
+4,099
|
New
|
|
|
100
|
|
$293K
|
-$870K
|
-11,193
|
-74%
|
|
