|
126
|
Fiduciary Trust
Boston,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
|
127
|
Charles Schwab
San Francisco,
California
|
$283K
|
+$297K
|
+11,871
|
New
|
|
|
128
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$282K
|
-$25.1K
|
-1,000
|
-8%
|
|
|
129
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$280K
|
–
|
–
|
–
|
|
|
130
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$277K
|
-$93.6K
|
-3,735
|
-24%
|
|
|
131
|
Matthew Hamilton Rosenberg
|
$272K
|
–
|
–
|
–
|
|
|
132
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$261K
|
+$89K
|
+3,553
|
+48%
|
|
|
133
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$256K
|
–
|
–
|
–
|
|
|
134
|
VisionPoint Advisory Group
Dallas,
Texas
|
$250K
|
+$259K
|
+10,350
|
New
|
|
|
135
|
Meridian Wealth Management
Lexington,
Kentucky
|
$250K
|
-$131K
|
-5,232
|
-33%
|
|
|
136
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$246K
|
+$258K
|
+10,307
|
New
|
|
|
137
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$243K
|
–
|
–
|
–
|
|
|
138
|
Investmark Advisory Group
Shelton,
Connecticut
|
$240K
|
+$5.94K
|
+237
|
+2%
|
|
|
139
|
Mission Wealth Management
Santa Barbara,
California
|
$233K
|
+$6.41K
|
+256
|
+3%
|
|
|
140
|
Jones Financial Companies
Des Peres,
Missouri
|
$231K
|
+$120K
|
+4,791
|
+97%
|
|
|
141
|
Grimes & Company
Westborough,
Massachusetts
|
$231K
|
+$243K
|
+9,691
|
New
|
|
|
142
|
Prostatis Group
Hanover,
Maryland
|
$227K
|
-$2.14M
|
-85,410
|
-90%
|
|
|
143
|
CRA Financial Services
Northfield,
New Jersey
|
$225K
|
–
|
–
|
–
|
|
|
144
|
|
$222K
|
+$233K
|
+9,294
|
New
|
|
|
145
|
Brown Advisory
Baltimore,
Maryland
|
$219K
|
–
|
–
|
–
|
|
|
146
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$211K
|
+$1.03K
|
+41
|
+0.5%
|
|
|
147
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$182K
|
-$66.3K
|
-2,645
|
-26%
|
|
|
148
|
Castleview Partners
Dallas,
Texas
|
$180K
|
+$186K
|
+7,441
|
New
|
|
|
149
|
Coppell Advisory Solutions
Coppell,
Texas
|
$168K
|
-$17.7K
|
-708
|
-9%
|
|
|
150
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$150K
|
+$158K
|
+6,291
|
New
|
|
