|
126
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$1.72M
|
+$1.72M
|
+59,566
|
New
|
|
|
127
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$1.68M
|
-$13.9K
|
-482
|
-0.8%
|
|
|
128
|
Financial Services Advisory
Rockville,
Maryland
|
$1.64M
|
+$92.5K
|
+3,201
|
+6%
|
|
|
129
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$1.62M
|
+$32K
|
+1,107
|
+2%
|
|
|
130
|
Clear Investment Research
Alpharetta,
Georgia
|
$1.59M
|
-$231
|
-8
|
-0%
|
|
|
131
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.57M
|
-$417K
|
-14,413
|
-21%
|
|
|
132
|
&Partners
Nashville,
Tennessee
|
$1.5M
|
+$190K
|
+6,558
|
+14%
|
|
|
133
|
Wealthfront Advisers
Palo Alto,
California
|
$1.47M
|
+$749K
|
+25,908
|
+104%
|
|
|
134
|
Conning Inc
Hartford,
Connecticut
|
$1.46M
|
–
|
–
|
–
|
|
|
135
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.46M
|
-$118K
|
-4,099
|
-7%
|
|
|
136
|
Kestra Advisory Services
Austin,
Texas
|
$1.44M
|
-$208K
|
-7,211
|
-13%
|
|
|
137
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.44M
|
–
|
–
|
–
|
|
|
138
|
Huntington National Bank
Columbus,
Ohio
|
$1.44M
|
–
|
–
|
–
|
|
|
139
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.44M
|
+$11.3K
|
+392
|
+0.8%
|
|
|
140
|
Retirement Guys Formula
Maumee,
Ohio
|
$1.39M
|
-$194K
|
-6,713
|
-12%
|
|
|
141
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.38M
|
+$1.02M
|
+35,133
|
+276%
|
|
|
142
|
NovaPoint Capital
Atlanta,
Georgia
|
$1.37M
|
-$65.3K
|
-2,259
|
-5%
|
|
|
143
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.31M
|
+$205K
|
+7,088
|
+18%
|
|
|
144
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.3M
|
+$27.9K
|
+967
|
+2%
|
|
|
145
|
Prospera Financial Services
Dallas,
Texas
|
$1.3M
|
-$12.6K
|
-437
|
-1%
|
|
|
146
|
Atria Investments
Charlotte,
North Carolina
|
$1.3M
|
-$413K
|
-14,276
|
-24%
|
|
|
147
|
Iams Wealth Management
Omaha,
Nebraska
|
$1.27M
|
+$246K
|
+8,527
|
+24%
|
|
|
148
|
White Pine Capital
Bloomington,
Minnesota
|
$1.27M
|
+$182K
|
+6,296
|
+17%
|
|
|
149
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.22M
|
+$823K
|
+28,477
|
+204%
|
|
|
150
|
Truist Financial
Charlotte,
North Carolina
|
$1.21M
|
-$23.6K
|
-816
|
-2%
|
|
