|
1051
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$3.02M
|
-$663K
|
-2,311
|
-17%
|
|
|
1052
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$3.01M
|
+$65.4K
|
+228
|
+2%
|
|
|
1053
|
Claro Advisors
Boston,
Massachusetts
|
$3.01M
|
-$84.3K
|
-294
|
-3%
|
|
|
1054
|
Huntleigh Advisors
St. Louis,
Missouri
|
$3.01M
|
+$172K
|
+600
|
+6%
|
|
|
1055
|
Sawyer & Company
Boston,
Massachusetts
|
$2.99M
|
+$3.17M
|
+11,058
|
New
|
|
|
1056
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.99M
|
+$456K
|
+1,589
|
+17%
|
|
|
1057
|
Everence Capital Management
Goshen,
Indiana
|
$2.99M
|
–
|
–
|
–
|
|
|
1058
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$2.98M
|
-$16.1K
|
-56
|
-0.5%
|
|
|
1059
|
Carret Asset Management
New York
|
$2.98M
|
+$43.6K
|
+152
|
+1%
|
|
|
1060
|
TIAA Wealth Investment Management
New York
|
$2.97M
|
+$144K
|
+502
|
+5%
|
|
|
1061
|
CGN Advisors
Manhattan,
Kansas
|
$2.95M
|
-$46.5K
|
-162
|
-1%
|
|
|
1062
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.94M
|
–
|
–
|
–
|
|
|
1063
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$2.94M
|
+$13.8K
|
+48
|
+0.4%
|
|
|
1064
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.93M
|
+$121K
|
+422
|
+4%
|
|
|
1065
|
Finer Wealth Management
Salem,
Massachusetts
|
$2.93M
|
+$39.3K
|
+137
|
+1%
|
|
|
1066
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.92M
|
+$3.1M
|
+10,806
|
New
|
|
|
1067
|
Inscription Capital
Houston,
Texas
|
$2.92M
|
-$175K
|
-610
|
-5%
|
|
|
1068
|
Platform Technology Partners
New York
|
$2.92M
|
+$224K
|
+782
|
+8%
|
|
|
1069
|
SimplyRich
Carlsbad,
California
|
$2.91M
|
-$11.5K
|
-40
|
-0.4%
|
|
|
1070
|
GWN Securities
Palm Beach Gardens,
Florida
|
$2.89M
|
-$245K
|
-854
|
-7%
|
|
|
1071
|
Romano Brothers & Co
Evanston,
Illinois
|
$2.89M
|
-$130K
|
-452
|
-4%
|
|
|
1072
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$2.89M
|
-$82K
|
-286
|
-3%
|
|
|
1073
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.89M
|
+$101K
|
+351
|
+3%
|
|
|
1074
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.89M
|
-$189K
|
-658
|
-6%
|
|
|
1075
|
Asset Dedication LLC
San Francisco,
California
|
$2.89M
|
-$179K
|
-624
|
-6%
|
|
