|
126
|
Total Wealth Planning
Cincinnati,
Ohio
|
$273K
|
–
|
–
|
–
|
|
|
127
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$268K
|
-$19.8K
|
-305
|
-7%
|
|
|
128
|
Berger Financial Group
Plymouth,
Minnesota
|
$264K
|
–
|
–
|
–
|
|
|
129
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$261K
|
-$132K
|
-2,034
|
-33%
|
|
|
130
|
Private Ocean
San Rafael,
California
|
$253K
|
+$908
|
+14
|
+0.4%
|
|
|
131
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$250K
|
+$256K
|
+3,940
|
New
|
|
|
132
|
Hardin Capital Partners
Greenville,
South Carolina
|
$247K
|
+$252K
|
+3,892
|
New
|
|
|
133
|
Clearstead Advisors
Cleveland,
Ohio
|
$242K
|
+$248K
|
+3,816
|
New
|
|
|
134
|
|
$242K
|
+$247K
|
+3,814
|
New
|
|
|
135
|
TCI Wealth Advisors
Tucson,
Arizona
|
$238K
|
–
|
–
|
–
|
|
|
136
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$235K
|
+$39.8K
|
+613
|
+20%
|
|
|
137
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$233K
|
+$116K
|
+1,785
|
+95%
|
|
|
138
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$231K
|
+$1.04K
|
+16
|
+0.4%
|
|
|
139
|
Modera Wealth Management
Westwood,
New Jersey
|
$230K
|
+$908
|
+14
|
+0.4%
|
|
|
140
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$228K
|
–
|
–
|
–
|
|
|
141
|
Rockbridge Investment Management
Syracuse,
New York
|
$227K
|
+$65
|
+1
|
+0%
|
|
|
142
|
WealthShield Partners
Cary,
North Carolina
|
$221K
|
-$6.81K
|
-105
|
-3%
|
|
|
143
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$207K
|
+$211K
|
+3,256
|
New
|
|
|
144
|
William Blair & Company
Chicago,
Illinois
|
$206K
|
-$25.3K
|
-390
|
-11%
|
|
|
145
|
Tacita Capital
Toronto,
Ontario, Canada
|
$201K
|
-$190K
|
-2,936
|
-48%
|
|
|
146
|
Frazier Financial Advisors
Columbus,
Ohio
|
$157K
|
-$54.3K
|
-837
|
-25%
|
|
|
147
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$126K
|
-$3.44K
|
-53
|
-3%
|
|
|
148
|
Fidelity Investments
Boston,
Massachusetts
|
$118K
|
+$7.13K
|
+110
|
+6%
|
|
|
149
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$114K
|
+$1.88K
|
+29
|
+2%
|
|
|
150
|
Global Retirement Partners
San Rafael,
California
|
$114K
|
-$11.4K
|
-176
|
-9%
|
|
