|
51
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$349K
|
–
|
–
|
–
|
|
|
52
|
Commerce Bank
Kansas City,
Missouri
|
$323K
|
+$110K
|
+5,315
|
+45%
|
|
|
53
|
&Partners
Nashville,
Tennessee
|
$300K
|
+$4.98K
|
+241
|
+2%
|
|
|
54
|
Rockefeller Capital Management
New York
|
$299K
|
+$41.3K
|
+2,000
|
+14%
|
|
|
55
|
Summit Financial
Parsippany,
New Jersey
|
$296K
|
+$321K
|
+15,536
|
New
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$267K
|
-$1.72K
|
-83
|
-0.6%
|
|
|
57
|
Landscape Capital Management
Englewood,
New Jersey
|
$257K
|
+$281K
|
+13,623
|
New
|
|
|
58
|
International Assets Investment Management
Orlando,
Florida
|
$253K
|
–
|
–
|
–
|
|
|
59
|
Madison Park Capital Advisors
Seattle,
Washington
|
$245K
|
–
|
–
|
–
|
|
|
60
|
World Equity Group
Schaumburg,
Illinois
|
$240K
|
+$48.6K
|
+2,350
|
+23%
|
|
|
61
|
|
$231K
|
+$34.7K
|
+1,681
|
+16%
|
|
|
62
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$227K
|
+$249K
|
+12,050
|
New
|
|
|
63
|
Stephens Inc
Little Rock,
Arkansas
|
$225K
|
-$46.5K
|
-2,250
|
-16%
|
|
|
64
|
Leavell Investment Management
Mobile,
Alabama
|
$223K
|
+$20.7K
|
+1,000
|
+9%
|
|
|
65
|
Concurrent Investment Advisors
Tampa,
Florida
|
$219K
|
+$240K
|
+11,592
|
New
|
|
|
66
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$218K
|
–
|
–
|
–
|
|
|
67
|
|
$216K
|
+$237K
|
+11,470
|
New
|
|
|
68
|
Waverly Advisors
Birmingham,
Alabama
|
$206K
|
-$32.4K
|
-1,570
|
-13%
|
|
|
69
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$198K
|
–
|
–
|
–
|
|
|
70
|
SteelPeak Wealth
Woodland Hills,
California
|
$197K
|
-$517
|
-25
|
-0.2%
|
|
|
71
|
Comerica Bank
Dallas,
Texas
|
$181K
|
-$46.4K
|
-2,248
|
-19%
|
|
|
72
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$122K
|
-$336K
|
-16,256
|
-72%
|
|
|
73
|
Global Retirement Partners
San Rafael,
California
|
$97.3K
|
+$107K
|
+5,156
|
New
|
|
|
74
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$75.5K
|
–
|
–
|
–
|
|
|
75
|
Washington Trust
Westerly,
Rhode Island
|
$66.6K
|
–
|
–
|
–
|
|
