|
76
|
Montecito Bank & Trust
Santa Barbara,
California
|
$335K
|
–
|
–
|
–
|
|
|
77
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$333K
|
+$940
|
+18
|
+0.3%
|
|
|
78
|
Rockefeller Capital Management
New York
|
$332K
|
–
|
–
|
–
|
|
|
79
|
Gray Private Wealth
Canton,
Massachusetts
|
$331K
|
-$15.3K
|
-293
|
-4%
|
|
|
80
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$325K
|
-$888
|
-17
|
-0.3%
|
|
|
81
|
Cary Street Partners
Richmond,
Virginia
|
$322K
|
+$11.7K
|
+225
|
+4%
|
|
|
82
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$306K
|
-$61K
|
-1,169
|
-17%
|
|
|
83
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$292K
|
–
|
–
|
–
|
|
|
84
|
KWB Wealth
Redlands,
California
|
$291K
|
+$289K
|
+5,530
|
New
|
|
|
85
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$278K
|
+$679
|
+13
|
+0.2%
|
|
|
86
|
Eastern Bank
Boston,
Massachusetts
|
$272K
|
-$16.1K
|
-309
|
-6%
|
|
|
87
|
Timmons Wealth Management
Attleboro,
Massachusetts
|
$262K
|
+$259K
|
+4,963
|
New
|
|
|
88
|
Cora Capital Advisors
Marlton,
New Jersey
|
$254K
|
+$252K
|
+4,825
|
New
|
|
|
89
|
Valeo Financial Advisors
Carmel,
Indiana
|
$254K
|
+$7.57K
|
+145
|
+3%
|
|
|
90
|
Crane Advisory
Fullerton,
California
|
$250K
|
-$14K
|
-268
|
-5%
|
|
|
91
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$243K
|
+$240K
|
+4,603
|
New
|
|
|
92
|
Townsend Asset Management
Raleigh,
North Carolina
|
$238K
|
+$679
|
+13
|
+0.3%
|
|
|
93
|
RMR Wealth Builders
Montclair,
New Jersey
|
$234K
|
+$7.05K
|
+135
|
+3%
|
|
|
94
|
Monument Capital Management
Alexandria,
Virginia
|
$231K
|
+$17.4K
|
+334
|
+8%
|
|
|
95
|
Global Retirement Partners
San Rafael,
California
|
$217K
|
-$79.7K
|
-1,526
|
-27%
|
|
|
96
|
US Bancorp
Minneapolis,
Minnesota
|
$217K
|
+$37.9K
|
+726
|
+21%
|
|
|
97
|
William Blair & Company
Chicago,
Illinois
|
$215K
|
–
|
–
|
–
|
|
|
98
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$207K
|
–
|
–
|
–
|
|
|
99
|
Prosperity Planning
Kansas City,
Missouri
|
$205K
|
–
|
–
|
–
|
|
|
100
|
Grove Bank & Trust
Miami,
Florida
|
$204K
|
–
|
–
|
–
|
|
