|
126
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.14M
|
+$237K
|
+8,618
|
+24%
|
|
|
127
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$1.1M
|
+$1.18M
|
+42,981
|
New
|
|
|
128
|
Claris Advisors
St. Louis,
Missouri
|
$1.09M
|
+$318K
|
+11,597
|
+37%
|
|
|
129
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$1.09M
|
-$141K
|
-5,148
|
-11%
|
|
|
130
|
Ridgeline Wealth
Mesa,
Arizona
|
$1.08M
|
+$1.16M
|
+42,369
|
New
|
|
|
131
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$1.07M
|
+$162K
|
+5,915
|
+17%
|
|
|
132
|
Client 1st Advisory Group
Dunedin,
Florida
|
$1.06M
|
-$329K
|
-11,986
|
-22%
|
|
|
133
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.04M
|
+$1.12M
|
+40,796
|
New
|
|
|
134
|
SageOak Financial
Tulsa,
Oklahoma
|
$1.02M
|
+$1.1M
|
+39,958
|
New
|
|
|
135
|
Stifel Financial
St. Louis,
Missouri
|
$981K
|
-$32.5K
|
-1,184
|
-3%
|
|
|
136
|
Abacus Wealth Partners
Santa Monica,
California
|
$931K
|
+$80.3K
|
+2,926
|
+9%
|
|
|
137
|
Modera Wealth Management
Westwood,
New Jersey
|
$930K
|
+$289K
|
+10,525
|
+41%
|
|
|
138
|
Mattern Wealth Management
Lawrence,
Kansas
|
$917K
|
+$8.67K
|
+316
|
+0.9%
|
|
|
139
|
Visionary Horizons
Knoxville,
Tennessee
|
$915K
|
+$122K
|
+4,435
|
+14%
|
|
|
140
|
True North Advisors
Dallas,
Texas
|
$912K
|
+$980K
|
+35,696
|
New
|
|
|
141
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$890K
|
+$14.4K
|
+524
|
+2%
|
|
|
142
|
TownSquare Capital
Provo,
Utah
|
$860K
|
+$924K
|
+33,671
|
New
|
|
|
143
|
Vantage Point Financial
Lisle,
Illinois
|
$849K
|
+$913K
|
+33,254
|
New
|
|
|
144
|
Blue Trust Inc
Alpharetta,
Georgia
|
$833K
|
+$420K
|
+15,309
|
+88%
|
|
|
145
|
BWM Planning
The Woodlands,
Texas
|
$824K
|
-$458K
|
-16,687
|
-34%
|
|
|
146
|
Heritage Investment Group
Pompano Beach,
Florida
|
$810K
|
+$871K
|
+31,718
|
New
|
|
|
147
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$775K
|
+$265K
|
+9,657
|
+47%
|
|
|
148
|
Greenspring Advisors
Towson,
Maryland
|
$764K
|
+$15.7K
|
+573
|
+2%
|
|
|
149
|
SOL Capital Management
Rockville,
Maryland
|
$759K
|
-$65.9K
|
-2,400
|
-7%
|
|
|
150
|
McGrath & Associates
Asheville,
North Carolina
|
$748K
|
+$804K
|
+29,277
|
New
|
|
