|
76
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$129K
|
–
|
–
|
–
|
|
|
77
|
Soltis Investment Advisors
St. George,
Utah
|
$124K
|
–
|
–
|
–
|
|
|
78
|
Vanguard Group
Malvern,
Pennsylvania
|
$115K
|
–
|
–
|
–
|
|
|
79
|
Summit Financial
Parsippany,
New Jersey
|
$115K
|
-$35.3K
|
-3,400
|
-24%
|
|
|
80
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$107K
|
–
|
–
|
–
|
|
|
81
|
Heritage Financial Services
Westwood,
Massachusetts
|
$105K
|
+$105K
|
+10,101
|
New
|
|
|
82
|
|
$104K
|
+$104K
|
+10,000
|
New
|
|
|
83
|
Sittner & Nelson
Eugene,
Oregon
|
$52.3K
|
+$1.03K
|
+99
|
+2%
|
|
|
84
|
TD Capital Management
Memphis,
Tennessee
|
$46.9K
|
–
|
–
|
–
|
|
|
85
|
NBT Bank
Norwich,
New York
|
$42K
|
–
|
–
|
–
|
|
|
86
|
Kestra Advisory Services
Austin,
Texas
|
$40.1K
|
+$40K
|
+3,846
|
New
|
|
|
87
|
Barrett & Company
Providence,
Rhode Island
|
$33.9K
|
–
|
–
|
–
|
|
|
88
|
International Assets Investment Management
Orlando,
Florida
|
$30.7K
|
+$30.6K
|
+2,947
|
New
|
|
|
89
|
Daytona Street Capital
Saint Louis,
Missouri
|
$23.8K
|
+$23.7K
|
+2,281
|
New
|
|
|
90
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$21.9K
|
–
|
–
|
–
|
|
|
91
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$13.6K
|
–
|
–
|
–
|
|
|
92
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$6.98K
|
+$6.95K
|
+669
|
New
|
|
|
93
|
Navalign LLC
Encino,
California
|
$5.81K
|
+$5.79K
|
+557
|
New
|
|
|
94
|
Highline Wealth Partners
Sherman Oaks,
California
|
$2.09K
|
-$935
|
-90
|
-31%
|
|
|
95
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.8K
|
+$1.8K
|
+173
|
New
|
|
|
96
|
Allworth Financial
Folsom,
California
|
$1.04K
|
–
|
–
|
–
|
|
|
97
|
Creative Financial Designs
Kokomo,
Indiana
|
$636
|
–
|
–
|
–
|
|
|
98
|
AssetMark Inc
Concord,
California
|
$167
|
–
|
–
|
–
|
|
|
99
|
Gunpowder Capital Management
Towson,
Maryland
|
$63
|
+$62
|
+6
|
New
|
|
|
100
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
–
|
-$826K
|
-79,526
|
Closed
|
|
