|
176
|
Prudent Man Advisors
Naperville,
Illinois
|
$1.5M
|
+$1.5M
|
+29,655
|
New
|
|
|
177
|
Avantax Advisory Services
Dallas,
Texas
|
$1.5M
|
+$127K
|
+2,517
|
+9%
|
|
|
178
|
|
$1.49M
|
+$202K
|
+3,995
|
+16%
|
|
|
179
|
Seed Wealth Management
Evanston,
Illinois
|
$1.47M
|
+$1.01M
|
+20,000
|
+222%
|
|
|
180
|
|
$1.45M
|
+$1.44M
|
+28,551
|
New
|
|
|
181
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.45M
|
-$593K
|
-11,715
|
-29%
|
|
|
182
|
WealthShield Partners
Cary,
North Carolina
|
$1.44M
|
+$347K
|
+6,865
|
+32%
|
|
|
183
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.44M
|
+$13K
|
+257
|
+0.9%
|
|
|
184
|
Zhang Financial
Portage,
Michigan
|
$1.43M
|
+$313K
|
+6,179
|
+28%
|
|
|
185
|
Valmark Advisers
Akron,
Ohio
|
$1.43M
|
+$75.3K
|
+1,488
|
+6%
|
|
|
186
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.4M
|
+$1.39M
|
+27,572
|
New
|
|
|
187
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.39M
|
-$123K
|
-2,432
|
-8%
|
|
|
188
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.39M
|
-$498K
|
-9,855
|
-26%
|
|
|
189
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.33M
|
-$108K
|
-2,135
|
-8%
|
|
|
190
|
Aviance Capital Partners
Naples,
Florida
|
$1.32M
|
+$1.31M
|
+25,969
|
New
|
|
|
191
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$1.31M
|
+$105K
|
+2,067
|
+9%
|
|
|
192
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$1.3M
|
+$102K
|
+2,012
|
+9%
|
|
|
193
|
Shufro Rose & Co
New York
|
$1.27M
|
–
|
–
|
–
|
|
|
194
|
Whittier Trust
South Pasadena,
California
|
$1.26M
|
-$10K
|
-198
|
-0.8%
|
|
|
195
|
KM Capital Management
Austin,
Texas
|
$1.22M
|
-$136K
|
-2,697
|
-10%
|
|
|
196
|
Park Avenue Securities
New York
|
$1.2M
|
-$398K
|
-7,860
|
-25%
|
|
|
197
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.2M
|
-$809K
|
-15,988
|
-40%
|
|
|
198
|
|
$1.18M
|
-$727K
|
-14,377
|
-38%
|
|
|
199
|
Gries Financial
Cleveland,
Ohio
|
$1.17M
|
–
|
–
|
–
|
|
|
200
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.15M
|
-$5.87K
|
-116
|
-0.5%
|
|
