|
101
|
HORAN Wealth
Cincinnati,
Ohio
|
$406K
|
+$406K
|
+15,160
|
New
|
|
|
102
|
Blue Square Asset Management
New York
|
$402K
|
-$751K
|
-28,051
|
-65%
|
|
|
103
|
Clearstead Advisors
Cleveland,
Ohio
|
$391K
|
–
|
–
|
–
|
|
|
104
|
Creative Planning
Overland Park,
Kansas
|
$386K
|
-$119K
|
-4,447
|
-24%
|
|
|
105
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$382K
|
+$5.86K
|
+219
|
+2%
|
|
|
106
|
Rockefeller Capital Management
New York
|
$377K
|
+$1.15K
|
+43
|
+0.3%
|
|
|
107
|
BCS Wealth Management
Johnson City,
Tennessee
|
$376K
|
–
|
–
|
–
|
|
|
108
|
Avantax Planning Partners
Dubuque,
Iowa
|
$348K
|
–
|
–
|
–
|
|
|
109
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$344K
|
-$19.8K
|
-739
|
-5%
|
|
|
110
|
Savant Capital
Rockford,
Illinois
|
$337K
|
–
|
–
|
–
|
|
|
111
|
Legacy Private Trust
Neenah,
Wisconsin
|
$313K
|
–
|
–
|
–
|
|
|
112
|
Confluence Investment Management
St. Louis,
Missouri
|
$310K
|
–
|
–
|
–
|
|
|
113
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$309K
|
+$22.2K
|
+830
|
+8%
|
|
|
114
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$303K
|
-$4.01M
|
-150,024
|
-93%
|
|
|
115
|
Cora Capital Advisors
Marlton,
New Jersey
|
$290K
|
-$30.1K
|
-1,125
|
-9%
|
|
|
116
|
Crews Bank & Trust
Wauchula,
Florida
|
$284K
|
-$375K
|
-14,020
|
-57%
|
|
|
117
|
MONECO Advisors
Fairfield,
Connecticut
|
$280K
|
–
|
–
|
–
|
|
|
118
|
Wealthspire Advisors (New York)
New York
|
$273K
|
–
|
–
|
–
|
|
|
119
|
Novem Group
Rochester,
New York
|
$272K
|
-$251K
|
-9,388
|
-48%
|
|
|
120
|
Atomi Financial Group
New York
|
$268K
|
+$268K
|
+10,014
|
New
|
|
|
121
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$268K
|
+$40.1K
|
+1,500
|
+18%
|
|
|
122
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$255K
|
-$2.38K
|
-89
|
-0.9%
|
|
|
123
|
TPG Advisors
Northfield,
Illinois
|
$249K
|
-$104K
|
-3,900
|
-30%
|
|
|
124
|
Arrow Financial
Glens Falls,
New York
|
$241K
|
–
|
–
|
–
|
|
|
125
|
AssetMark Inc
Concord,
California
|
$241K
|
-$652K
|
-24,367
|
-73%
|
|
