|
126
|
Johnson Wealth Management
Grand Forks,
North Dakota
|
$356K
|
–
|
–
|
–
|
|
|
127
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$347K
|
+$353K
|
+6,416
|
New
|
|
|
128
|
SEI Investments
Oaks,
Pennsylvania
|
$329K
|
+$30K
|
+545
|
+10%
|
|
|
129
|
Vise Technologies
New York
|
$296K
|
+$302K
|
+5,479
|
New
|
|
|
130
|
Timonier Family Office
Winston Salem,
North Carolina
|
$283K
|
-$24.9K
|
-453
|
-8%
|
|
|
131
|
Brooklyn Investment Group
Brooklyn,
New York
|
$281K
|
+$285K
|
+5,184
|
New
|
|
|
132
|
Spinnaker Investment Group
Newport Beach,
California
|
$277K
|
-$78.4K
|
-1,424
|
-22%
|
|
|
133
|
Concord Wealth Partners
Abingdon,
Virginia
|
$276K
|
+$87.5K
|
+1,589
|
+45%
|
|
|
134
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$262K
|
–
|
–
|
–
|
|
|
135
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$247K
|
+$6.33K
|
+115
|
+3%
|
|
|
136
|
Advyzon Investment Management
Lisle,
Illinois
|
$243K
|
+$247K
|
+4,489
|
New
|
|
|
137
|
Index Fund Advisors
Irvine,
California
|
$241K
|
+$6.11K
|
+111
|
+3%
|
|
|
138
|
Creative Planning
Overland Park,
Kansas
|
$234K
|
+$238K
|
+4,327
|
New
|
|
|
139
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$229K
|
+$233K
|
+4,237
|
New
|
|
|
140
|
Clearstead Advisors
Cleveland,
Ohio
|
$228K
|
+$233K
|
+4,224
|
New
|
|
|
141
|
Victory Financial Group
Austin,
Texas
|
$226K
|
+$230K
|
+4,180
|
New
|
|
|
142
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$218K
|
–
|
–
|
–
|
|
|
143
|
BankChampaign National Association
Champaign,
Illinois
|
$188K
|
+$27.5K
|
+499
|
New
|
|
|
144
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$100K
|
-$6.94K
|
-126
|
-6%
|
|
|
145
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$96K
|
+$3.14K
|
+57
|
+3%
|
|
|
146
|
Trust Company
Manhattan,
Kansas
|
$86.5K
|
+$88.1K
|
+1,600
|
New
|
|
|
147
|
Wells Fargo
San Francisco,
California
|
$85.6K
|
+$78K
|
+1,416
|
+848%
|
|
|
148
|
Private Wealth Management Group
Princeton,
New Jersey
|
$74.1K
|
-$39.2K
|
-712
|
-34%
|
|
|
149
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$74K
|
+$39.6K
|
+720
|
+113%
|
|
|
150
|
Strategic Wealth Partners
Independence,
Ohio
|
$62.4K
|
-$171K
|
-3,115
|
-73%
|
|
