|
126
|
Financial Connections Group
Corte Madera,
California
|
$3.62M
|
+$1.17M
|
+26,743
|
+42%
|
|
|
127
|
Wealthstream Advisors
New York
|
$3.6M
|
-$14.8K
|
-338
|
-0.4%
|
|
|
128
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$3.53M
|
+$27K
|
+615
|
+0.7%
|
|
|
129
|
Soundmark Wealth Management
Kirkland,
Washington
|
$3.52M
|
-$12.7K
|
-290
|
-0.3%
|
|
|
130
|
Bank of America
Charlotte,
North Carolina
|
$3.51M
|
+$2.25M
|
+51,197
|
+142%
|
|
|
131
|
Claris Advisors
St. Louis,
Missouri
|
$3.4M
|
+$19.6K
|
+448
|
+0.5%
|
|
|
132
|
Level Financial Advisors
East Amherst,
New York
|
$3.32M
|
+$3.62M
|
+82,472
|
New
|
|
|
133
|
AE Wealth Management
Topeka,
Kansas
|
$3.3M
|
+$3.6M
|
+82,032
|
New
|
|
|
134
|
UBS Group
Zurich,
Switzerland
|
$3.29M
|
+$369K
|
+8,408
|
+11%
|
|
|
135
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.24M
|
+$2.87M
|
+65,507
|
+433%
|
|
|
136
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$3.02M
|
-$559K
|
-12,736
|
-14%
|
|
|
137
|
3D/L Capital Management
Hartford,
Connecticut
|
$2.82M
|
+$8.95K
|
+204
|
+0.3%
|
|
|
138
|
Annapolis Financial Services
Annapolis,
Maryland
|
$2.78M
|
+$86.9K
|
+1,981
|
+3%
|
|
|
139
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.76M
|
-$145K
|
-3,308
|
-5%
|
|
|
140
|
Schubert & Co
Mckinney,
Texas
|
$2.68M
|
+$1.27M
|
+28,937
|
+77%
|
|
|
141
|
Klingman & Associates
New York
|
$2.58M
|
-$25.5K
|
-582
|
-0.9%
|
|
|
142
|
Applied Capital
Little Rock,
Arkansas
|
$2.56M
|
-$18.8K
|
-428
|
-0.7%
|
|
|
143
|
|
$2.5M
|
+$2.73M
|
+62,152
|
New
|
|
|
144
|
Liberty Wealth Management
Oakland,
California
|
$2.49M
|
+$137K
|
+3,122
|
+5%
|
|
|
145
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$2.48M
|
+$2.7M
|
+61,563
|
New
|
|
|
146
|
tru Independence
Portland,
Oregon
|
$2.43M
|
+$2.65M
|
+60,347
|
New
|
|
|
147
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.32M
|
+$27.9K
|
+637
|
+1%
|
|
|
148
|
TAGStone Capital
Charlotte,
North Carolina
|
$2.28M
|
-$43.4K
|
-990
|
-2%
|
|
|
149
|
Tobias Financial Advisors
Plantation,
Florida
|
$2.2M
|
+$2.4M
|
+54,644
|
New
|
|
|
150
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$2.18M
|
+$240K
|
+5,480
|
+11%
|
|
