|
126
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$370K
|
-$53.7K
|
-1,719
|
-13%
|
|
|
127
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$358K
|
+$61.9K
|
+1,980
|
+22%
|
|
|
128
|
Landmark Wealth Management (New York)
Melville,
New York
|
$354K
|
+$1K
|
+32
|
+0.3%
|
|
|
129
|
Key Financial Inc
West Chester,
Pennsylvania
|
$344K
|
–
|
–
|
–
|
|
|
130
|
Corient Private Wealth
Miami,
Florida
|
$344K
|
-$74.2K
|
-2,373
|
-18%
|
|
|
131
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$335K
|
+$107K
|
+3,427
|
+50%
|
|
|
132
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$331K
|
+$23.4K
|
+747
|
+8%
|
|
|
133
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$326K
|
-$1.88K
|
-60
|
-0.6%
|
|
|
134
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$325K
|
-$29.4K
|
-941
|
-9%
|
|
|
135
|
TCI Wealth Advisors
Tucson,
Arizona
|
$290K
|
-$37.2K
|
-1,190
|
-12%
|
|
|
136
|
Carlson Capital Management
Northfield,
Minnesota
|
$278K
|
-$1.82M
|
-58,135
|
-87%
|
|
|
137
|
Aspiriant LLC
Los Angeles,
California
|
$270K
|
-$28.2K
|
-902
|
-10%
|
|
|
138
|
Wallace Advisory Group
Lafayette,
California
|
$254K
|
-$2.38K
|
-76
|
-0.9%
|
|
|
139
|
Mason Investment Advisory Services
Reston,
Virginia
|
$251K
|
–
|
–
|
–
|
|
|
140
|
Berger Financial Group
Plymouth,
Minnesota
|
$250K
|
–
|
–
|
–
|
|
|
141
|
Berkeley Inc
Boise,
Idaho
|
$233K
|
–
|
–
|
–
|
|
|
142
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$232K
|
-$53.1K
|
-1,700
|
-19%
|
|
|
143
|
FWG Investments
Lexington,
Kentucky
|
$229K
|
+$221K
|
+7,054
|
New
|
|
|
144
|
Sterling Wealth Management
Champaign,
Illinois
|
$229K
|
–
|
–
|
–
|
|
|
145
|
Citadel Advisors
Miami,
Florida
|
$226K
|
-$482K
|
-15,418
|
-69%
|
|
|
146
|
Apella Capital
West Hartford,
Connecticut
|
$221K
|
–
|
–
|
–
|
|
|
147
|
|
$220K
|
+$212K
|
+6,784
|
New
|
|
|
148
|
Kelly Financial Services
Braintree,
Massachusetts
|
$220K
|
-$27.7K
|
-887
|
-12%
|
|
|
149
|
Omega Financial Group
Santa Barbara,
California
|
$219K
|
-$5.81K
|
-186
|
-3%
|
|
|
150
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$218K
|
+$11.6K
|
+371
|
+6%
|
|
