|
126
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$408K
|
+$144K
|
+1,767
|
+51%
|
|
|
127
|
NewEdge Advisors
New Orleans,
Louisiana
|
$405K
|
+$80.8K
|
+988
|
+24%
|
|
|
128
|
Waverly Advisors
Birmingham,
Alabama
|
$404K
|
–
|
–
|
–
|
|
|
129
|
Tompkins Financial
Ithaca,
New York
|
$394K
|
–
|
–
|
–
|
|
|
130
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$391K
|
–
|
–
|
–
|
|
|
131
|
eCIO Inc
Madison,
Wisconsin
|
$387K
|
+$405K
|
+4,948
|
New
|
|
|
132
|
Capital Planning
Bellevue,
Washington
|
$386K
|
–
|
–
|
–
|
|
|
133
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
$381K
|
+$399K
|
+4,880
|
New
|
|
|
134
|
Joseph Group Capital Management
Columbus,
Ohio
|
$381K
|
-$98.9K
|
-1,210
|
-20%
|
|
|
135
|
Sterling Investment Counsel
Buffalo,
New York
|
$381K
|
-$17.1K
|
-209
|
-4%
|
|
|
136
|
Private Advisor Group
Morristown,
New Jersey
|
$364K
|
-$3.11K
|
-38
|
-0.8%
|
|
|
137
|
Convergence Financial
Columbia,
Missouri
|
$359K
|
+$61K
|
+746
|
+19%
|
|
|
138
|
PFG Investments
Woodbury,
New York
|
$358K
|
-$3.84K
|
-47
|
-1%
|
|
|
139
|
Community Financial Services Group
Newport,
Vermont
|
$352K
|
-$3.68K
|
-45
|
-1%
|
|
|
140
|
Webster Bank
Waterbury,
Connecticut
|
$346K
|
+$219K
|
+2,675
|
+153%
|
|
|
141
|
Carlson Financial
Canby,
Oregon
|
$327K
|
+$4.58K
|
+56
|
+1%
|
|
|
142
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$326K
|
+$46.6K
|
+570
|
+16%
|
|
|
143
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$321K
|
-$11.3K
|
-138
|
-3%
|
|
|
144
|
Bridges Investment Management
Omaha,
Nebraska
|
$318K
|
+$14.1K
|
+173
|
+4%
|
|
|
145
|
Financial Engines Advisors
Santa Clara,
California
|
$307K
|
–
|
–
|
–
|
|
|
146
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$302K
|
–
|
–
|
–
|
|
|
147
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$289K
|
-$159K
|
-1,950
|
-35%
|
|
|
148
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$285K
|
–
|
–
|
–
|
|
|
149
|
1900 Wealth Management
San Antonio,
Texas
|
$284K
|
+$297K
|
+3,632
|
New
|
|
|
150
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$283K
|
-$1.39K
|
-17
|
-0.5%
|
|
