|
301
|
Graypoint LLC
Albany,
New York
|
$806K
|
-$1.19M
|
-35,112
|
-57%
|
|
|
302
|
TD Private Client Wealth
New York
|
$798K
|
+$105K
|
+3,088
|
+14%
|
|
|
303
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$778K
|
-$747K
|
-21,944
|
-47%
|
|
|
304
|
Fidelity Investments
Boston,
Massachusetts
|
$777K
|
+$364K
|
+10,702
|
+75%
|
|
|
305
|
Truist Financial
Charlotte,
North Carolina
|
$769K
|
-$11.5K
|
-338
|
-1%
|
|
|
306
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$768K
|
+$99.1K
|
+2,913
|
+13%
|
|
|
307
|
Redwood Financial Network
Solon,
Ohio
|
$735K
|
-$8.85K
|
-260
|
-1%
|
|
|
308
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$734K
|
–
|
–
|
–
|
|
|
309
|
Strategic Financial Planning
Plano,
Texas
|
$721K
|
+$318K
|
+9,355
|
+67%
|
|
|
310
|
Comerica Bank
Dallas,
Texas
|
$715K
|
+$245K
|
+7,204
|
+44%
|
|
|
311
|
Merit Financial Group
Alpharetta,
Georgia
|
$710K
|
+$393K
|
+11,538
|
+102%
|
|
|
312
|
Life Planning Partners
Jacksonville,
Florida
|
$705K
|
–
|
–
|
–
|
|
|
313
|
Raleigh Capital Management
Cary,
North Carolina
|
$691K
|
-$85.8K
|
-2,521
|
-10%
|
|
|
314
|
IRON Financial
Northbrook,
Illinois
|
$675K
|
+$1.4K
|
+41
|
+0.2%
|
|
|
315
|
Vise Technologies
New York
|
$673K
|
+$738K
|
+21,690
|
New
|
|
|
316
|
Citadel Advisors
Miami,
Florida
|
$670K
|
+$735K
|
+21,591
|
New
|
|
|
317
|
Hofer & Associates
Thousand Oaks,
California
|
$666K
|
-$42.8K
|
-1,257
|
-6%
|
|
|
318
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$665K
|
+$12K
|
+354
|
+2%
|
|
|
319
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$663K
|
+$919
|
+27
|
+0.1%
|
|
|
320
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$662K
|
-$43.5K
|
-1,277
|
-6%
|
|
|
321
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$649K
|
+$281K
|
+8,269
|
+65%
|
|
|
322
|
Apella Capital
West Hartford,
Connecticut
|
$648K
|
–
|
–
|
–
|
|
|
323
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$643K
|
-$300K
|
-8,827
|
-30%
|
|
|
324
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$641K
|
+$68
|
+2
|
+0%
|
|
|
325
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$641K
|
+$703K
|
+20,665
|
New
|
|
