|
126
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.27M
|
+$1.21M
|
+50,086
|
New
|
|
|
127
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.25M
|
+$1.17M
|
+48,609
|
New
|
|
|
128
|
Creative Planning
Overland Park,
Kansas
|
$1.19M
|
-$151K
|
-6,232
|
-12%
|
|
|
129
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$1.18M
|
+$1.13M
|
+46,818
|
New
|
|
|
130
|
Brown Wealth Management
Naperville,
Illinois
|
$1.18M
|
-$60.1K
|
-2,486
|
-5%
|
|
|
131
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.12M
|
+$112K
|
+4,631
|
+12%
|
|
|
132
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.1M
|
+$144K
|
+5,972
|
+16%
|
|
|
133
|
Tortoise Investment Management
White Plains,
New York
|
$1.1M
|
+$273K
|
+11,310
|
+35%
|
|
|
134
|
Kestra Advisory Services
Austin,
Texas
|
$1.08M
|
+$391K
|
+16,201
|
+62%
|
|
|
135
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.07M
|
-$21.2K
|
-877
|
-2%
|
|
|
136
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1.06M
|
-$12.1M
|
-499,392
|
-92%
|
|
|
137
|
Beta Wealth Group
San Diego,
California
|
$1.05M
|
+$11.3K
|
+468
|
+1%
|
|
|
138
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.04M
|
-$4.38M
|
-181,150
|
-82%
|
|
|
139
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.04M
|
+$474K
|
+19,622
|
+92%
|
|
|
140
|
Steward Partners Investment Advisory
New York
|
$1.03M
|
+$268K
|
+11,072
|
+37%
|
|
|
141
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.03M
|
-$149K
|
-6,154
|
-13%
|
|
|
142
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$1.03M
|
+$695K
|
+28,776
|
+241%
|
|
|
143
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.02M
|
+$162K
|
+6,723
|
+20%
|
|
|
144
|
DOHJ LLC
Seattle,
Washington
|
$1.02M
|
+$970K
|
+40,150
|
New
|
|
|
145
|
Private Trust Company
Cleveland,
Ohio
|
$1M
|
+$610K
|
+25,244
|
+176%
|
|
|
146
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$991K
|
+$946K
|
+39,158
|
New
|
|
|
147
|
ACT Advisors
Asheville,
North Carolina
|
$944K
|
+$29.1K
|
+1,205
|
+3%
|
|
|
148
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$941K
|
+$898K
|
+37,179
|
New
|
|
|
149
|
Crabel Capital Management
Los Angeles,
California
|
$934K
|
+$892K
|
+36,920
|
New
|
|
|
150
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$929K
|
–
|
–
|
–
|
|
