|
126
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.25M
|
-$40.4K
|
-858
|
-3%
|
|
|
127
|
Aspiriant LLC
Los Angeles,
California
|
$1.24M
|
-$19.1K
|
-406
|
-2%
|
|
|
128
|
Diversify Advisory Services
Sandy,
Utah
|
$1.21M
|
+$1.22M
|
+25,986
|
New
|
|
|
129
|
Stifel Financial
St. Louis,
Missouri
|
$1.2M
|
+$229K
|
+4,857
|
+23%
|
|
|
130
|
TD Private Client Wealth
New York
|
$1.2M
|
-$62.7K
|
-1,333
|
-5%
|
|
|
131
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.19M
|
-$278K
|
-5,914
|
-19%
|
|
|
132
|
RFG Advisory
Birmingham,
Alabama
|
$1.18M
|
+$16.6K
|
+352
|
+1%
|
|
|
133
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$1.14M
|
+$55.8K
|
+1,185
|
+5%
|
|
|
134
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.13M
|
+$38.2K
|
+811
|
+3%
|
|
|
135
|
Brewster Financial Planning
Brooklyn,
New York
|
$1.12M
|
–
|
–
|
–
|
|
|
136
|
Cable Hill Partners
Portland,
Oregon
|
$1.11M
|
–
|
–
|
–
|
|
|
137
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1.11M
|
+$660K
|
+14,020
|
+148%
|
|
|
138
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.1M
|
-$96.4K
|
-2,049
|
-8%
|
|
|
139
|
Aprio Wealth Management
Atlanta,
Georgia
|
$1.09M
|
-$21.6K
|
-460
|
-2%
|
|
|
140
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.07M
|
-$17.6K
|
-374
|
-2%
|
|
|
141
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.05M
|
+$65.5K
|
+1,393
|
+7%
|
|
|
142
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.04M
|
+$135K
|
+2,875
|
+15%
|
|
|
143
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.04M
|
+$473K
|
+10,055
|
+84%
|
|
|
144
|
Neumann Capital Management
Foster City,
California
|
$1.03M
|
+$193K
|
+4,110
|
+23%
|
|
|
145
|
Prudential Financial
Newark,
New Jersey
|
$1.02M
|
-$214K
|
-4,541
|
-17%
|
|
|
146
|
Invera Wealth Advisors
Bend,
Oregon
|
$1.01M
|
+$288K
|
+6,118
|
+38%
|
|
|
147
|
|
$987K
|
+$1.51K
|
+32
|
+0.2%
|
|
|
148
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$983K
|
–
|
–
|
–
|
|
|
149
|
NFP Retirement Inc
Aliso Viejo,
California
|
$983K
|
+$983K
|
+20,890
|
New
|
|
|
150
|
Valeo Financial Advisors
Carmel,
Indiana
|
$976K
|
+$34.8K
|
+740
|
+4%
|
|
