|
76
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$362K
|
+$373K
|
+7,094
|
New
|
|
|
77
|
PMG Wealth Management
Hawthorn Woods,
Illinois
|
$331K
|
–
|
–
|
–
|
|
|
78
|
|
$327K
|
–
|
–
|
–
|
|
|
79
|
Charles Schwab
San Francisco,
California
|
$326K
|
-$94.6K
|
-1,798
|
-22%
|
|
|
80
|
Caldwell Trust
Venice,
Florida
|
$314K
|
–
|
–
|
–
|
|
|
81
|
Sovran Advisors
San Diego,
California
|
$309K
|
+$11.7K
|
+222
|
+4%
|
|
|
82
|
Carret Asset Management
New York
|
$307K
|
–
|
–
|
–
|
|
|
83
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$301K
|
–
|
–
|
–
|
|
|
84
|
Private Trust Company
Cleveland,
Ohio
|
$300K
|
-$8.05K
|
-153
|
-3%
|
|
|
85
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$296K
|
+$474
|
+9
|
+0.2%
|
|
|
86
|
Gotham Asset Management
New York
|
$289K
|
+$297K
|
+5,649
|
New
|
|
|
87
|
Allspring Global Investments
Charlotte,
North Carolina
|
$287K
|
+$210K
|
+4,000
|
+250%
|
|
|
88
|
NewEdge Advisors
New Orleans,
Louisiana
|
$284K
|
–
|
–
|
–
|
|
|
89
|
Eastern Bank
Boston,
Massachusetts
|
$281K
|
+$267K
|
+5,066
|
+1,162%
|
|
|
90
|
IHT Wealth Management
Chicago,
Illinois
|
$264K
|
-$33.6K
|
-639
|
-11%
|
|
|
91
|
Financial Guidance Group
Palm Harbor,
Florida
|
$262K
|
–
|
–
|
–
|
|
|
92
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$255K
|
–
|
–
|
–
|
|
|
93
|
Revisor Wealth Management
Akron,
Ohio
|
$238K
|
–
|
–
|
–
|
|
|
94
|
Briaud Financial Planning
College Station,
Texas
|
$234K
|
–
|
–
|
–
|
|
|
95
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$232K
|
+$239K
|
+4,534
|
New
|
|
|
96
|
Modera Wealth Management
Westwood,
New Jersey
|
$223K
|
-$7.37K
|
-140
|
-3%
|
|
|
97
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$221K
|
-$298K
|
-5,672
|
-57%
|
|
|
98
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$213K
|
–
|
–
|
–
|
|
|
99
|
|
$203K
|
-$10.2M
|
-193,474
|
-98%
|
|
|
100
|
Farther Finance Advisors
San Francisco,
California
|
$194K
|
–
|
–
|
–
|
|
