|
126
|
Total Wealth Planning
Cincinnati,
Ohio
|
$245K
|
-$14.1K
|
-217
|
-5%
|
|
|
127
|
M&T Bank
Buffalo,
New York
|
$231K
|
–
|
–
|
–
|
|
|
128
|
Modera Wealth Management
Westwood,
New Jersey
|
$230K
|
+$651
|
+10
|
+0.3%
|
|
|
129
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$226K
|
–
|
–
|
–
|
|
|
130
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$224K
|
+$232K
|
+3,560
|
New
|
|
|
131
|
|
$223K
|
+$231K
|
+3,549
|
New
|
|
|
132
|
Rockbridge Investment Management
Syracuse,
New York
|
$219K
|
-$2.73K
|
-42
|
-1%
|
|
|
133
|
Compass Investment Advisers
Portland,
Oregon
|
$210K
|
+$218K
|
+3,342
|
New
|
|
|
134
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$206K
|
-$260
|
-4
|
-0.1%
|
|
|
135
|
William Blair & Company
Chicago,
Illinois
|
$204K
|
+$130
|
+2
|
+0.1%
|
|
|
136
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$199K
|
-$109K
|
-1,680
|
-35%
|
|
|
137
|
Fidelity Investments
Boston,
Massachusetts
|
$170K
|
+$43K
|
+661
|
+32%
|
|
|
138
|
Frazier Financial Advisors
Columbus,
Ohio
|
$157K
|
+$456
|
+7
|
+0.3%
|
|
|
139
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$149K
|
–
|
–
|
–
|
|
|
140
|
Tacita Capital
Toronto,
Ontario, Canada
|
$144K
|
-$57.5K
|
-884
|
-28%
|
|
|
141
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$119K
|
–
|
–
|
–
|
|
|
142
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$115K
|
–
|
–
|
–
|
|
|
143
|
AE Wealth Management
Topeka,
Kansas
|
$110K
|
+$114K
|
+1,746
|
New
|
|
|
144
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$110K
|
+$1.43K
|
+22
|
+1%
|
|
|
145
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$97.4K
|
–
|
–
|
–
|
|
|
146
|
IFP Advisors
Tampa,
Florida
|
$94.4K
|
+$97.6K
|
+1,500
|
New
|
|
|
147
|
Hollencrest Capital Management
Newport Beach,
California
|
$91.2K
|
–
|
–
|
–
|
|
|
148
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$86.4K
|
+$89.4K
|
+1,373
|
New
|
|
|
149
|
WealthShield Partners
Cary,
North Carolina
|
$82.8K
|
–
|
–
|
–
|
|
|
150
|
Global Retirement Partners
San Rafael,
California
|
$81.8K
|
–
|
–
|
–
|
|
