|
126
|
Ritholtz Wealth Management
New York
|
$428K
|
–
|
–
|
–
|
|
|
127
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$386K
|
+$383K
|
+16,221
|
New
|
|
|
128
|
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
$382K
|
–
|
–
|
–
|
|
|
129
|
Willis Johnson & Associates
Houston,
Texas
|
$344K
|
+$341K
|
+14,425
|
New
|
|
|
130
|
4J Wealth Management
Alexandria,
Virginia
|
$339K
|
+$336K
|
+14,214
|
New
|
|
|
131
|
Treynor Bancshares
Treynor,
Iowa
|
$325K
|
+$1.25K
|
+53
|
+0.4%
|
|
|
132
|
Parallel Advisors
San Francisco,
California
|
$320K
|
+$317K
|
+13,420
|
New
|
|
|
133
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$315K
|
-$78.3K
|
-3,317
|
-20%
|
|
|
134
|
Cypress Wealth Services
Palm Desert,
California
|
$313K
|
–
|
–
|
–
|
|
|
135
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$310K
|
+$10.3K
|
+438
|
+3%
|
|
|
136
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$304K
|
–
|
–
|
–
|
|
|
137
|
Howland Capital Management
Boston,
Massachusetts
|
$301K
|
+$299K
|
+12,647
|
New
|
|
|
138
|
Summit Wealth Partners
Orlando,
Florida
|
$300K
|
+$68.8K
|
+2,913
|
+30%
|
|
|
139
|
InterOcean Capital Group
Nashville,
Tennessee
|
$297K
|
+$295K
|
+12,480
|
New
|
|
|
140
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$294K
|
–
|
–
|
–
|
|
|
141
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$290K
|
+$233K
|
+9,876
|
+428%
|
|
|
142
|
Old Mission Investment Co
Traverse City,
Michigan
|
$279K
|
–
|
–
|
–
|
|
|
143
|
Mutual Advisors
Omaha,
Nebraska
|
$276K
|
-$13.2K
|
-560
|
-5%
|
|
|
144
|
Meredith Wealth Planning
Maryville,
Illinois
|
$266K
|
+$1.6K
|
+68
|
+0.6%
|
|
|
145
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$242K
|
–
|
–
|
–
|
|
|
146
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$238K
|
+$236K
|
+10,000
|
New
|
|
|
147
|
Regions Financial Corp
Birmingham,
Alabama
|
$237K
|
+$234K
|
+9,926
|
New
|
|
|
148
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$237K
|
–
|
–
|
–
|
|
|
149
|
Vigilant Capital Management
Portland,
Maine
|
$236K
|
+$112K
|
+4,740
|
+92%
|
|
|
150
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$233K
|
–
|
–
|
–
|
|
