|
51
|
MGO One Seven
Beachwood,
Ohio
|
$714K
|
+$23.8K
|
+704
|
+3%
|
|
|
52
|
Kirr Marbach & Co
Columbus,
Indiana
|
$649K
|
–
|
–
|
–
|
|
|
53
|
Kestra Advisory Services
Austin,
Texas
|
$619K
|
+$49K
|
+1,448
|
+8%
|
|
|
54
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$593K
|
-$29.1K
|
-860
|
-5%
|
|
|
55
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$578K
|
+$201K
|
+5,938
|
+50%
|
|
|
56
|
|
$561K
|
+$581K
|
+17,171
|
New
|
|
|
57
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$553K
|
-$5.45K
|
-161
|
-0.9%
|
|
|
58
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$542K
|
+$337K
|
+9,969
|
+150%
|
|
|
59
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$541K
|
–
|
–
|
–
|
|
|
60
|
|
$516K
|
+$27.7K
|
+820
|
+5%
|
|
|
61
|
Successful Portfolios
Clearwater,
Florida
|
$505K
|
+$13.7K
|
+406
|
+3%
|
|
|
62
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$505K
|
+$34.8K
|
+1,030
|
+7%
|
|
|
63
|
|
$493K
|
+$31.4K
|
+927
|
+7%
|
|
|
64
|
GatePass Capital
Independence,
Ohio
|
$482K
|
–
|
–
|
–
|
|
|
65
|
Rockefeller Capital Management
New York
|
$479K
|
+$2.03K
|
+60
|
+0.4%
|
|
|
66
|
Delta Capital Management
Red Bank,
New Jersey
|
$436K
|
–
|
–
|
–
|
|
|
67
|
Waverly Advisors
Birmingham,
Alabama
|
$422K
|
+$16.8K
|
+497
|
+4%
|
|
|
68
|
Pathstone Holdings
Englewood,
New Jersey
|
$417K
|
+$2.98K
|
+88
|
+0.7%
|
|
|
69
|
First Financial Bankshares
Abilene,
Texas
|
$415K
|
–
|
–
|
–
|
|
|
70
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$415K
|
-$5.92K
|
-175
|
-1%
|
|
|
71
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$412K
|
–
|
–
|
–
|
|
|
72
|
Corient Private Wealth
Miami,
Florida
|
$392K
|
-$5.62K
|
-166
|
-1%
|
|
|
73
|
Financial Plan Inc
Bellingham,
Washington
|
$392K
|
+$406K
|
+11,988
|
New
|
|
|
74
|
Cora Capital Advisors
Marlton,
New Jersey
|
$391K
|
+$23.9K
|
+706
|
+6%
|
|
|
75
|
Joel Isaacson & Co
New York
|
$388K
|
–
|
–
|
–
|
|
