|
126
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$382K
|
+$382K
|
+8,002
|
New
|
|
|
127
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$375K
|
+$1.15K
|
+24
|
+0.3%
|
|
|
128
|
Simplicity Wealth
Summit,
New Jersey
|
$375K
|
+$1.15K
|
+24
|
+0.3%
|
|
|
129
|
CVA Family Office
Denver,
Colorado
|
$372K
|
+$175K
|
+3,670
|
+89%
|
|
|
130
|
Copperleaf Capital
Raleigh,
North Carolina
|
$366K
|
+$18.5K
|
+387
|
+5%
|
|
|
131
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$362K
|
-$18.3K
|
-384
|
-5%
|
|
|
132
|
Family Capital Management
Grand Rapids,
Michigan
|
$361K
|
+$51.5K
|
+1,078
|
+17%
|
|
|
133
|
Aspiriant LLC
Los Angeles,
California
|
$358K
|
+$358K
|
+7,486
|
New
|
|
|
134
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$353K
|
+$27.3K
|
+572
|
+8%
|
|
|
135
|
Annapolis Financial Services
Annapolis,
Maryland
|
$311K
|
+$127K
|
+2,653
|
+69%
|
|
|
136
|
Red Lighthouse Investment Management
New York
|
$305K
|
–
|
–
|
–
|
|
|
137
|
IFG Advisory
Atlanta,
Georgia
|
$302K
|
+$302K
|
+6,328
|
New
|
|
|
138
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$299K
|
+$299K
|
+6,249
|
New
|
|
|
139
|
Colonial Trust
Spartanburg,
South Carolina
|
$282K
|
-$3.63K
|
-76
|
-1%
|
|
|
140
|
Envision Financial Planning
Memphis,
Tennessee
|
$281K
|
+$430
|
+9
|
+0.2%
|
|
|
141
|
KFG Wealth Management
Granger,
Indiana
|
$273K
|
–
|
–
|
–
|
|
|
142
|
Creative Planning
Overland Park,
Kansas
|
$266K
|
–
|
–
|
–
|
|
|
143
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$263K
|
-$4.06K
|
-85
|
-2%
|
|
|
144
|
Comerica Bank
Dallas,
Texas
|
$259K
|
–
|
–
|
–
|
|
|
145
|
Seaside Wealth Management
Carlsbad,
California
|
$245K
|
+$1.58K
|
+33
|
+0.6%
|
|
|
146
|
Clear Creek Financial Management
Silverdale,
Washington
|
$242K
|
–
|
–
|
–
|
|
|
147
|
SeaCrest Wealth Management
Purchase,
New York
|
$238K
|
-$14.7K
|
-308
|
-6%
|
|
|
148
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$233K
|
+$233K
|
+4,879
|
New
|
|
|
149
|
Meredith Wealth Planning
Maryville,
Illinois
|
$230K
|
+$230K
|
+4,805
|
New
|
|
|
150
|
Choreo LLC
Rockford,
Illinois
|
$220K
|
+$220K
|
+4,607
|
New
|
|
