|
126
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$1.42M
|
–
|
–
|
–
|
|
|
127
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.34M
|
-$134
|
-6
|
-0%
|
|
|
128
|
Great Diamond Partners
Portland,
Maine
|
$1.3M
|
+$366K
|
+16,333
|
+39%
|
|
|
129
|
|
$1.28M
|
-$368K
|
-16,439
|
-22%
|
|
|
130
|
Kestra Advisory Services
Austin,
Texas
|
$1.27M
|
+$7.32K
|
+327
|
+0.6%
|
|
|
131
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.23M
|
-$1.08M
|
-48,450
|
-47%
|
|
|
132
|
SummitPoint Capital Management
Littleton,
Colorado
|
$1.22M
|
-$503K
|
-22,484
|
-29%
|
|
|
133
|
Lido Advisors
Los Angeles,
California
|
$1.21M
|
+$47.1K
|
+2,104
|
+4%
|
|
|
134
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.17M
|
+$1.17M
|
+52,080
|
New
|
|
|
135
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.14M
|
-$3.29M
|
-146,955
|
-74%
|
|
|
136
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$1.14M
|
+$74.9K
|
+3,346
|
+7%
|
|
|
137
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$1.09M
|
+$37.5K
|
+1,675
|
+4%
|
|
|
138
|
Davenport & Co
Richmond,
Virginia
|
$1.08M
|
+$789K
|
+35,265
|
+272%
|
|
|
139
|
Barrett & Company
Providence,
Rhode Island
|
$1.04M
|
+$3.07K
|
+137
|
+0.3%
|
|
|
140
|
Summit Wealth Partners
Orlando,
Florida
|
$1.03M
|
-$269
|
-12
|
-0%
|
|
|
141
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.02M
|
+$1.02M
|
+45,757
|
New
|
|
|
142
|
Straight Path Wealth Management
Jenison,
Michigan
|
$986K
|
+$15.8K
|
+708
|
+2%
|
|
|
143
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$971K
|
+$50K
|
+2,235
|
+5%
|
|
|
144
|
Beacon Pointe Advisors
Newport Beach,
California
|
$970K
|
+$311K
|
+13,875
|
+47%
|
|
|
145
|
Moulton Wealth Management
Spokane,
Washington
|
$969K
|
-$1.16M
|
-51,617
|
-54%
|
|
|
146
|
4J Wealth Management
Alexandria,
Virginia
|
$950K
|
+$142K
|
+6,332
|
+18%
|
|
|
147
|
Mariner
Overland Park,
Kansas
|
$944K
|
-$222K
|
-9,897
|
-19%
|
|
|
148
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$899K
|
+$136K
|
+6,093
|
+18%
|
|
|
149
|
Transcend Capital Advisors
Madison,
New Jersey
|
$896K
|
–
|
–
|
–
|
|
|
150
|
Dudley Capital Management
Middleburg,
Virginia
|
$880K
|
–
|
–
|
–
|
|
