|
176
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.92M
|
+$1.92M
|
+79,079
|
New
|
|
|
177
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.88M
|
+$485K
|
+20,000
|
+35%
|
|
|
178
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.87M
|
+$47K
|
+1,937
|
+3%
|
|
|
179
|
Beacon Financial Group
Dallas,
Texas
|
$1.86M
|
-$23K
|
-948
|
-1%
|
|
|
180
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$1.84M
|
-$41.1K
|
-1,694
|
-2%
|
|
|
181
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.82M
|
+$145K
|
+5,981
|
+9%
|
|
|
182
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.82M
|
+$8.62K
|
+355
|
+0.5%
|
|
|
183
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.79M
|
–
|
–
|
–
|
|
|
184
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.76M
|
+$139K
|
+5,729
|
+9%
|
|
|
185
|
FourThought Financial Partners
Venice,
Florida
|
$1.76M
|
+$592K
|
+24,387
|
+51%
|
|
|
186
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.75M
|
-$87.9K
|
-3,621
|
-5%
|
|
|
187
|
Valley Wealth Managers
Paramus,
New Jersey
|
$1.73M
|
+$19.3K
|
+795
|
+1%
|
|
|
188
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$1.66M
|
+$80.1K
|
+3,300
|
+5%
|
|
|
189
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$1.65M
|
+$506K
|
+20,835
|
+44%
|
|
|
190
|
|
$1.54M
|
–
|
–
|
–
|
|
|
191
|
Drive Wealth Management
Lehi,
Utah
|
$1.54M
|
-$268K
|
-11,023
|
-15%
|
|
|
192
|
Barrett & Company
Providence,
Rhode Island
|
$1.53M
|
+$174K
|
+7,181
|
+13%
|
|
|
193
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$1.52M
|
–
|
–
|
–
|
|
|
194
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$1.49M
|
+$90.4K
|
+3,726
|
+6%
|
|
|
195
|
Segment Wealth Management
Houston,
Texas
|
$1.49M
|
+$30.1K
|
+1,238
|
+2%
|
|
|
196
|
High Note Wealth
Deephaven,
Minnesota
|
$1.47M
|
+$1.05M
|
+43,240
|
+249%
|
|
|
197
|
Jefferson Bridge Capital
Nashville,
Tennessee
|
$1.46M
|
+$39.5K
|
+1,626
|
+3%
|
|
|
198
|
|
$1.45M
|
+$1.46M
|
+59,975
|
New
|
|
|
199
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.43M
|
+$289K
|
+11,922
|
+25%
|
|
|
200
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.42M
|
+$9.13K
|
+376
|
+0.6%
|
|
