|
126
|
Blue Square Asset Management
New York
|
$880K
|
–
|
–
|
–
|
|
|
127
|
Segment Wealth Management
Houston,
Texas
|
$879K
|
+$19.4K
|
+820
|
+2%
|
|
|
128
|
TLWM Financial
San Antonio,
Texas
|
$872K
|
-$46.3K
|
-1,959
|
-5%
|
|
|
129
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$866K
|
-$68.7K
|
-2,907
|
-7%
|
|
|
130
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$856K
|
+$11.8K
|
+498
|
+1%
|
|
|
131
|
Ironwood Financial
Tucson,
Arizona
|
$839K
|
+$103K
|
+4,356
|
+14%
|
|
|
132
|
Rockefeller Capital Management
New York
|
$834K
|
-$43.3K
|
-1,833
|
-5%
|
|
|
133
|
Day & Ennis
Macon,
Georgia
|
$822K
|
-$23.8K
|
-1,006
|
-3%
|
|
|
134
|
Cannon Financial Strategists
Athens,
Georgia
|
$820K
|
+$825K
|
+34,935
|
New
|
|
|
135
|
Regions Financial Corp
Birmingham,
Alabama
|
$808K
|
–
|
–
|
–
|
|
|
136
|
Stokes Family Office
New Orleans,
Louisiana
|
$798K
|
–
|
–
|
–
|
|
|
137
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$771K
|
+$776K
|
+32,842
|
New
|
|
|
138
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$762K
|
-$19.9K
|
-841
|
-3%
|
|
|
139
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$739K
|
-$22.4K
|
-948
|
-3%
|
|
|
140
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$734K
|
+$2.43K
|
+103
|
+0.3%
|
|
|
141
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$729K
|
+$244K
|
+10,334
|
+50%
|
|
|
142
|
First Interstate Bank
Billings,
Montana
|
$720K
|
–
|
–
|
–
|
|
|
143
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$700K
|
+$6.88K
|
+291
|
+1%
|
|
|
144
|
4J Wealth Management
Alexandria,
Virginia
|
$696K
|
+$700K
|
+29,637
|
New
|
|
|
145
|
First National Trust
Hermitage,
Pennsylvania
|
$691K
|
–
|
–
|
–
|
|
|
146
|
Horan Securities
Cincinnati,
United States
|
$680K
|
+$24.4K
|
+1,034
|
+4%
|
|
|
147
|
Granite Harbor Advisors
Houston,
Texas
|
$656K
|
+$218K
|
+9,246
|
+49%
|
|
|
148
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$649K
|
+$653K
|
+27,650
|
New
|
|
|
149
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$642K
|
-$22.8K
|
-967
|
-3%
|
|
|
150
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$610K
|
–
|
–
|
–
|
|
