|
126
|
Brown Advisory
Baltimore,
Maryland
|
$1.05M
|
+$250K
|
+3,215
|
+31%
|
|
|
127
|
SouthState Corp
Winter Haven,
Florida
|
$1.02M
|
-$5.38M
|
-69,268
|
-84%
|
|
|
128
|
Daner Wealth Management
Alpharetta,
Georgia
|
$939K
|
+$1.4K
|
+18
|
+0.2%
|
|
|
129
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$926K
|
-$30.5K
|
-393
|
-3%
|
|
|
130
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$911K
|
+$1.16K
|
+15
|
+0.1%
|
|
|
131
|
CRA Financial Services
Northfield,
New Jersey
|
$771K
|
+$763K
|
+9,830
|
New
|
|
|
132
|
Concurrent Investment Advisors
Tampa,
Florida
|
$757K
|
+$338K
|
+4,354
|
+82%
|
|
|
133
|
Essex Financial Services
Essex,
Connecticut
|
$675K
|
+$193K
|
+2,488
|
+41%
|
|
|
134
|
L.K. Benson & Company
Baltimore,
Maryland
|
$674K
|
+$77.7K
|
+1,001
|
+13%
|
|
|
135
|
TFO Wealth Partners
Maumee,
Ohio
|
$612K
|
+$379K
|
+4,889
|
+168%
|
|
|
136
|
Wells Fargo
San Francisco,
California
|
$610K
|
+$604K
|
+7,779
|
New
|
|
|
137
|
Farmers Trust Company
Youngstown,
Ohio
|
$601K
|
-$19.5K
|
-251
|
-3%
|
|
|
138
|
Plancorp LLC
Saint Louis,
Missouri
|
$583K
|
+$577K
|
+7,439
|
New
|
|
|
139
|
Vanguard Group
Malvern,
Pennsylvania
|
$534K
|
+$529K
|
+6,814
|
New
|
|
|
140
|
Advyzon Investment Management
Lisle,
Illinois
|
$530K
|
+$5.82K
|
+75
|
+1%
|
|
|
141
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$528K
|
+$36.9K
|
+476
|
+8%
|
|
|
142
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$499K
|
-$35K
|
-451
|
-7%
|
|
|
143
|
Keystone Wealth Services
Palm Desert,
California
|
$473K
|
+$73K
|
+941
|
+18%
|
|
|
144
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$469K
|
+$464K
|
+5,980
|
New
|
|
|
145
|
J.W. Cole Advisors
Tampa,
Florida
|
$467K
|
+$205K
|
+2,640
|
+80%
|
|
|
146
|
Pasadena Private Wealth
Pasadena,
California
|
$465K
|
+$47.6K
|
+613
|
+12%
|
|
|
147
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$447K
|
-$5.04K
|
-65
|
-1%
|
|
|
148
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$415K
|
+$80.4K
|
+1,036
|
+24%
|
|
|
149
|
GeoWealth Management
Chicago,
Illinois
|
$387K
|
+$366K
|
+4,718
|
+2,154%
|
|
|
150
|
SageView Advisory Group
Newport Beach,
California
|
$385K
|
+$381K
|
+4,911
|
New
|
|
