|
51
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$598K
|
+$376K
|
+6,806
|
+131%
|
|
|
52
|
Creative Planning
Overland Park,
Kansas
|
$583K
|
-$4.64K
|
-84
|
-0.7%
|
|
|
53
|
Raymond James & Associates
St Petersburg,
Florida
|
$583K
|
+$149K
|
+2,694
|
+30%
|
|
|
54
|
Perigon Wealth Management
San Francisco,
California
|
$573K
|
+$20.5K
|
+371
|
+3%
|
|
|
55
|
Mather Group
Chicago,
Illinois
|
$558K
|
+$619K
|
+11,218
|
New
|
|
|
56
|
Dowling & Yahnke
San Diego,
California
|
$554K
|
+$5.02K
|
+91
|
+0.8%
|
|
|
57
|
One Wealth Advisors
San Francisco,
California
|
$521K
|
-$113K
|
-2,055
|
-16%
|
|
|
58
|
|
$498K
|
+$252K
|
+4,571
|
+84%
|
|
|
59
|
Investmark Advisory Group
Shelton,
Connecticut
|
$493K
|
+$547K
|
+9,910
|
New
|
|
|
60
|
William Blair & Company
Chicago,
Illinois
|
$490K
|
+$436K
|
+7,890
|
+405%
|
|
|
61
|
Bremer Bank National Association
St Paul,
Minnesota
|
$451K
|
–
|
–
|
–
|
|
|
62
|
Strong Tower Advisory Services
Minneapolis,
Minnesota
|
$426K
|
+$4.42K
|
+80
|
+0.9%
|
|
|
63
|
Treynor Bancshares
Treynor,
Iowa
|
$412K
|
+$33.8K
|
+612
|
+8%
|
|
|
64
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$392K
|
+$40.6K
|
+736
|
+10%
|
|
|
65
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$361K
|
-$362K
|
-6,558
|
-47%
|
|
|
66
|
Avantax Advisory Services
Dallas,
Texas
|
$341K
|
-$158K
|
-2,865
|
-29%
|
|
|
67
|
Spearhead Capital Advisors
Wellington,
Florida
|
$341K
|
–
|
–
|
–
|
|
|
68
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$316K
|
–
|
–
|
–
|
|
|
69
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$285K
|
–
|
–
|
–
|
|
|
70
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$283K
|
+$314K
|
+5,680
|
New
|
|
|
71
|
Atria Wealth Solutions
New York
|
$277K
|
+$2.43K
|
+44
|
+0.8%
|
|
|
72
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$258K
|
-$8.83K
|
-160
|
-3%
|
|
|
73
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$255K
|
+$283K
|
+5,118
|
New
|
|
|
74
|
Bank of New York Mellon
New York
|
$238K
|
+$18.9K
|
+343
|
+8%
|
|
|
75
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$234K
|
+$7.07K
|
+128
|
+3%
|
|
