|
126
|
Modera Wealth Management
Westwood,
New Jersey
|
$208K
|
+$6.2K
|
+101
|
+3%
|
|
|
127
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$207K
|
-$49.7K
|
-810
|
-19%
|
|
|
128
|
Dowling & Yahnke
San Diego,
California
|
$206K
|
–
|
–
|
–
|
|
|
129
|
Tarbox Family Office
Newport Beach,
California
|
$191K
|
–
|
–
|
–
|
|
|
130
|
WR Wealth Planners
Columbia,
Missouri
|
$145K
|
+$150K
|
+2,441
|
New
|
|
|
131
|
Osaic Holdings
Scottsdale,
Arizona
|
$140K
|
-$15.2K
|
-247
|
-9%
|
|
|
132
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$137K
|
–
|
–
|
–
|
|
|
133
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$126K
|
–
|
–
|
–
|
|
|
134
|
Rockbridge Investment Management
Syracuse,
New York
|
$106K
|
+$58.6K
|
+955
|
+120%
|
|
|
135
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$85K
|
-$170K
|
-2,764
|
-66%
|
|
|
136
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$80K
|
–
|
–
|
–
|
|
|
137
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$77K
|
+$4.42K
|
+72
|
+6%
|
|
|
138
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$53K
|
+$36.6K
|
+597
|
+200%
|
|
|
139
|
Annapolis Financial Services
Annapolis,
Maryland
|
$36K
|
–
|
–
|
–
|
|
|
140
|
IFP Advisors
Tampa,
Florida
|
$36K
|
+$44.4K
|
+724
|
New
|
|
|
141
|
CVA Family Office
Denver,
Colorado
|
$35K
|
–
|
–
|
–
|
|
|
142
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$32K
|
–
|
–
|
–
|
|
|
143
|
Life Planning Partners
Jacksonville,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
144
|
Bank of America
Charlotte,
North Carolina
|
$11K
|
+$11.8K
|
+192
|
New
|
|
|
145
|
Raffa Wealth Management
Washington,
District of Columbia
|
$9.24K
|
–
|
–
|
–
|
|
|
146
|
Bessemer Group
Woodbridge,
New Jersey
|
$9K
|
-$61
|
-1
|
-0.6%
|
|
|
147
|
Abacus Wealth Partners
Santa Monica,
California
|
–
|
-$1.62M
|
-25,605
|
Closed
|
|
|
148
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
–
|
-$333K
|
-5,263
|
Closed
|
|
|
149
|
Applied Capital
Little Rock,
Arkansas
|
–
|
-$319K
|
-5,030
|
Closed
|
|
|
150
|
Vista Capital Partners
Portland,
Oregon
|
–
|
-$247K
|
-3,908
|
Closed
|
|
