|
126
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$990K
|
+$14.7K
|
+444
|
+1%
|
|
|
127
|
Lutz Financial Services
Omaha,
Nebraska
|
$989K
|
-$13.6K
|
-409
|
-1%
|
|
|
128
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$980K
|
+$10.9K
|
+329
|
+1%
|
|
|
129
|
Krilogy Financial
St. Louis,
Missouri
|
$961K
|
+$4.71K
|
+142
|
+0.5%
|
|
|
130
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$936K
|
+$947K
|
+28,519
|
New
|
|
|
131
|
Gemmer Asset Management
Walnut Creek,
California
|
$912K
|
+$923K
|
+27,800
|
New
|
|
|
132
|
Valeo Financial Advisors
Carmel,
Indiana
|
$878K
|
-$210K
|
-6,314
|
-19%
|
|
|
133
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$870K
|
+$62.2K
|
+1,874
|
+8%
|
|
|
134
|
UBS Group
Zurich,
Switzerland
|
$828K
|
+$419K
|
+12,629
|
+100%
|
|
|
135
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$792K
|
–
|
–
|
–
|
|
|
136
|
Falcon Wealth Planning
Ontario,
California
|
$789K
|
+$798K
|
+24,025
|
New
|
|
|
137
|
Level Financial Advisors
East Amherst,
New York
|
$750K
|
+$758K
|
+22,848
|
New
|
|
|
138
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$729K
|
+$738K
|
+22,217
|
New
|
|
|
139
|
Advisory Services & Investments
Bend,
Oregon
|
$718K
|
+$48.7K
|
+1,466
|
+7%
|
|
|
140
|
Annapolis Financial Services
Annapolis,
Maryland
|
$693K
|
+$17.3K
|
+520
|
+3%
|
|
|
141
|
Rockefeller Capital Management
New York
|
$688K
|
+$581K
|
+17,491
|
+500%
|
|
|
142
|
Bank of New York Mellon
New York
|
$681K
|
+$688K
|
+20,740
|
New
|
|
|
143
|
Schubert & Co
Mckinney,
Texas
|
$677K
|
+$685K
|
+20,636
|
New
|
|
|
144
|
Running Point Capital Advisors
El Segundo,
California
|
$675K
|
+$11.4K
|
+344
|
+2%
|
|
|
145
|
Windsor Creek Advisors
Bethel,
Vermont
|
$653K
|
+$664K
|
+20,000
|
New
|
|
|
146
|
Cetera Advisor Networks
El Segundo,
California
|
$632K
|
+$44.7K
|
+1,348
|
+8%
|
|
|
147
|
Zhang Financial
Portage,
Michigan
|
$620K
|
+$11.4K
|
+342
|
+2%
|
|
|
148
|
KeyBank National Association
Cleveland,
Ohio
|
$618K
|
–
|
–
|
–
|
|
|
149
|
|
$604K
|
–
|
–
|
–
|
|
|
150
|
Fortress Wealth Management
Culver City,
California
|
$593K
|
+$600K
|
+18,076
|
New
|
|
