|
151
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.2M
|
+$203K
|
+8,265
|
+20%
|
|
|
152
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.17M
|
+$1.17M
|
+47,573
|
New
|
|
|
153
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.15M
|
-$4.51K
|
-184
|
-0.4%
|
|
|
154
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.14M
|
+$593K
|
+24,175
|
+109%
|
|
|
155
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$1.14M
|
+$520K
|
+21,181
|
+84%
|
|
|
156
|
Bellecapital
Zurich,
Switzerland
|
$1.13M
|
–
|
–
|
–
|
|
|
157
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.1M
|
-$40.2K
|
-1,638
|
-4%
|
|
|
158
|
Corient Private Wealth
Miami,
Florida
|
$1.09M
|
–
|
–
|
–
|
|
|
159
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.08M
|
–
|
–
|
–
|
|
|
160
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.07M
|
+$1.06M
|
+43,397
|
New
|
|
|
161
|
Element Wealth
Ridgeland,
Mississippi
|
$1.07M
|
+$651K
|
+26,545
|
+158%
|
|
|
162
|
Alesco Advisors
Pittsford,
New York
|
$1.03M
|
-$1.18M
|
-48,070
|
-53%
|
|
|
163
|
Tompkins Financial
Ithaca,
New York
|
$1.03M
|
-$1.18M
|
-48,070
|
-53%
|
|
|
164
|
Rockefeller Capital Management
New York
|
$1.03M
|
+$53.2K
|
+2,170
|
+5%
|
|
|
165
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$1.02M
|
+$4.91K
|
+200
|
+0.5%
|
|
|
166
|
Blue Square Asset Management
New York
|
$995K
|
–
|
–
|
–
|
|
|
167
|
Barrett & Company
Providence,
Rhode Island
|
$945K
|
+$93.9K
|
+3,829
|
+11%
|
|
|
168
|
NovaPoint Capital
Atlanta,
Georgia
|
$944K
|
+$29.4K
|
+1,197
|
+3%
|
|
|
169
|
CreativeOne Wealth
Overland Park,
Kansas
|
$925K
|
-$25K
|
-1,020
|
-3%
|
|
|
170
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$917K
|
+$774K
|
+31,551
|
+550%
|
|
|
171
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$909K
|
–
|
–
|
–
|
|
|
172
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$906K
|
-$6.58K
|
-268
|
-0.7%
|
|
|
173
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$886K
|
+$19.7K
|
+803
|
+2%
|
|
|
174
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$880K
|
-$12.3K
|
-500
|
-1%
|
|
|
175
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$853K
|
–
|
–
|
–
|
|
