|
126
|
Family Office Research
Bethesda,
Maryland
|
$853K
|
-$3.52K
|
-58
|
-0.4%
|
|
|
127
|
J.W. Cole Advisors
Tampa,
Florida
|
$841K
|
+$34.5K
|
+569
|
+4%
|
|
|
128
|
BTC Capital Management
Des Moines,
Iowa
|
$827K
|
-$1.15K
|
-19
|
-0.1%
|
|
|
129
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$820K
|
+$30.3K
|
+500
|
+4%
|
|
|
130
|
VERITY Wealth Advisors
Sausalito,
United States
|
$803K
|
+$2.54K
|
+42
|
+0.3%
|
|
|
131
|
Capital Planning Advisors
Roseville,
California
|
$803K
|
–
|
–
|
–
|
|
|
132
|
SCS Capital Management
Boston,
Massachusetts
|
$792K
|
–
|
–
|
–
|
|
|
133
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$789K
|
-$33K
|
-545
|
-4%
|
|
|
134
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$770K
|
-$25.4K
|
-419
|
-3%
|
|
|
135
|
James J. Burns & Company
Melville,
New York
|
$741K
|
-$7.7K
|
-127
|
-1%
|
|
|
136
|
Coldstream Capital Management
Bellevue,
Washington
|
$698K
|
–
|
–
|
–
|
|
|
137
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$698K
|
-$1.69M
|
-27,896
|
-71%
|
|
|
138
|
Delta Capital Management
Red Bank,
New Jersey
|
$697K
|
–
|
–
|
–
|
|
|
139
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$657K
|
+$53.6K
|
+885
|
+9%
|
|
|
140
|
Stifel Financial
St. Louis,
Missouri
|
$654K
|
+$63.8K
|
+1,052
|
+11%
|
|
|
141
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$653K
|
+$61
|
+1
|
+0%
|
|
|
142
|
One Capital Management
Westlake Village,
California
|
$625K
|
-$27.6K
|
-455
|
-4%
|
|
|
143
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$618K
|
+$612K
|
+10,106
|
New
|
|
|
144
|
Strata Wealth Advisors
Dallas,
Texas
|
$614K
|
+$29.8K
|
+492
|
+5%
|
|
|
145
|
CreativeOne Wealth
Overland Park,
Kansas
|
$590K
|
-$20.8K
|
-343
|
-3%
|
|
|
146
|
Glenview Trust
Louisville,
Kentucky
|
$581K
|
–
|
–
|
–
|
|
|
147
|
Congress Wealth Management
Boston,
Massachusetts
|
$580K
|
–
|
–
|
–
|
|
|
148
|
Integrated Advisors Network
Dallas,
Texas
|
$576K
|
–
|
–
|
–
|
|
|
149
|
Accel Wealth Management
Waverly,
Iowa
|
$575K
|
-$91.6K
|
-1,511
|
-14%
|
|
|
150
|
James Investment Research
Alpha,
Ohio
|
$550K
|
–
|
–
|
–
|
|
