|
151
|
MML Investors Services
Springfield,
Massachusetts
|
$1M
|
-$828K
|
-32,965
|
-45%
|
|
|
152
|
Blue Square Asset Management
New York
|
$1M
|
–
|
–
|
–
|
|
|
153
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$968K
|
+$965K
|
+38,432
|
New
|
|
|
154
|
KCS Wealth Advisory
Los Angeles,
California
|
$945K
|
+$942K
|
+37,520
|
New
|
|
|
155
|
Wealthspire Advisors (New York)
New York
|
$944K
|
–
|
–
|
–
|
|
|
156
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$921K
|
-$6K
|
-239
|
-0.6%
|
|
|
157
|
Chesley Taft & Associates
Chicago,
Illinois
|
$918K
|
+$136K
|
+5,400
|
+17%
|
|
|
158
|
Trust Company
Manhattan,
Kansas
|
$912K
|
–
|
–
|
–
|
|
|
159
|
Barrett & Company
Providence,
Rhode Island
|
$907K
|
+$58.4K
|
+2,326
|
+7%
|
|
|
160
|
Belpointe Asset Management
Reno,
Nevada
|
$880K
|
-$688K
|
-27,377
|
-44%
|
|
|
161
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$880K
|
+$877K
|
+34,936
|
New
|
|
|
162
|
Valmark Advisers
Akron,
Ohio
|
$879K
|
–
|
–
|
–
|
|
|
163
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$878K
|
+$293K
|
+11,682
|
+50%
|
|
|
164
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$846K
|
+$3.89K
|
+155
|
+0.5%
|
|
|
165
|
Farmers National Bank
Danville,
Kentucky
|
$842K
|
+$61K
|
+2,429
|
+8%
|
|
|
166
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$835K
|
–
|
–
|
–
|
|
|
167
|
Stokes Family Office
New Orleans,
Louisiana
|
$831K
|
–
|
–
|
–
|
|
|
168
|
SageView Advisory Group
Newport Beach,
California
|
$825K
|
+$17K
|
+676
|
+2%
|
|
|
169
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$812K
|
–
|
–
|
–
|
|
|
170
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$793K
|
–
|
–
|
–
|
|
|
171
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$789K
|
+$561K
|
+22,349
|
+249%
|
|
|
172
|
MONECO Advisors
Fairfield,
Connecticut
|
$779K
|
-$4.7K
|
-187
|
-0.6%
|
|
|
173
|
Segment Wealth Management
Houston,
Texas
|
$777K
|
-$15.1K
|
-600
|
-2%
|
|
|
174
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$763K
|
–
|
–
|
–
|
|
|
175
|
|
$761K
|
+$251K
|
+10,000
|
+50%
|
|
