|
176
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$363K
|
–
|
–
|
–
|
|
|
177
|
Welch & Forbes
Boston,
Massachusetts
|
$362K
|
–
|
–
|
–
|
|
|
178
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$362K
|
-$14.9K
|
-100
|
-4%
|
|
|
179
|
Fidelity Investments
Boston,
Massachusetts
|
$359K
|
+$90.7K
|
+610
|
+33%
|
|
|
180
|
Global Retirement Partners
San Rafael,
California
|
$351K
|
-$231K
|
-1,556
|
-39%
|
|
|
181
|
Tradewinds LLC
Raleigh,
North Carolina
|
$341K
|
–
|
–
|
–
|
|
|
182
|
J.W. Cole Advisors
Tampa,
Florida
|
$334K
|
-$81.5K
|
-548
|
-19%
|
|
|
183
|
Focus Financial Network
Minneapolis,
Minnesota
|
$334K
|
+$341K
|
+2,297
|
New
|
|
|
184
|
Insigneo Advisory Services
Miami,
Florida
|
$332K
|
-$85.5K
|
-575
|
-20%
|
|
|
185
|
Argent Trust Co
Nashville,
Tennessee
|
$323K
|
-$43.7K
|
-294
|
-12%
|
|
|
186
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$313K
|
–
|
–
|
–
|
|
|
187
|
Synovus Financial
Columbus,
Georgia
|
$313K
|
+$320K
|
+2,152
|
New
|
|
|
188
|
Beaton Management Company
Haverhill,
Massachusetts
|
$312K
|
–
|
–
|
–
|
|
|
189
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$310K
|
-$7.13K
|
-48
|
-2%
|
|
|
190
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$307K
|
–
|
–
|
–
|
|
|
191
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$306K
|
-$1.64K
|
-11
|
-0.5%
|
|
|
192
|
OneAscent Financial Services
Birmingham,
Alabama
|
$306K
|
+$313K
|
+2,104
|
New
|
|
|
193
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$300K
|
-$24.5K
|
-165
|
-7%
|
|
|
194
|
L & S Advisors
Los Angeles,
California
|
$297K
|
-$119K
|
-801
|
-28%
|
|
|
195
|
Davenport & Co
Richmond,
Virginia
|
$293K
|
–
|
–
|
–
|
|
|
196
|
Raymond James Trust
St. Petersburg,
Florida
|
$292K
|
-$43.9K
|
-295
|
-13%
|
|
|
197
|
BOK Financial
Tulsa,
Oklahoma
|
$289K
|
–
|
–
|
–
|
|
|
198
|
|
$275K
|
–
|
–
|
–
|
|
|
199
|
TruWealth Advisors
Metairie,
Louisiana
|
$272K
|
–
|
–
|
–
|
|
|
200
|
Brookstone Capital Management
Wheaton,
Illinois
|
$270K
|
-$27.4K
|
-184
|
-9%
|
|
