|
151
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$4.35M
|
-$8.52K
|
-67
|
-0.2%
|
|
|
152
|
Vident Advisory
Alpharetta,
Georgia
|
$4.31M
|
+$1.15K
|
+9
|
+0%
|
|
|
153
|
Parsons Capital Management
Providence,
Rhode Island
|
$4.29M
|
+$8.78K
|
+69
|
+0.2%
|
|
|
154
|
McDonald Partners
Cleveland,
Ohio
|
$4.22M
|
–
|
–
|
–
|
|
|
155
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$4.18M
|
+$325K
|
+2,559
|
+9%
|
|
|
156
|
Colorado Capital Management
Boulder,
Colorado
|
$4.17M
|
-$604K
|
-4,753
|
-13%
|
|
|
157
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$4.1M
|
+$121K
|
+953
|
+3%
|
|
|
158
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$4.04M
|
-$192K
|
-1,509
|
-5%
|
|
|
159
|
Watchman Group
Plano,
Texas
|
$4.02M
|
+$66.5K
|
+523
|
+2%
|
|
|
160
|
WealthShield Partners
Cary,
North Carolina
|
$3.96M
|
+$878K
|
+6,908
|
+30%
|
|
|
161
|
Neumann Capital Management
Foster City,
California
|
$3.96M
|
+$134K
|
+1,053
|
+4%
|
|
|
162
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$3.91M
|
+$46.9K
|
+369
|
+1%
|
|
|
163
|
Beam Wealth Advisors
Covington,
Louisiana
|
$3.9M
|
+$1.03M
|
+8,096
|
+38%
|
|
|
164
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$3.87M
|
-$45.4K
|
-357
|
-1%
|
|
|
165
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$3.87M
|
+$3.74M
|
+29,376
|
New
|
|
|
166
|
Essex Financial Services
Essex,
Connecticut
|
$3.84M
|
-$52.8K
|
-415
|
-1%
|
|
|
167
|
Focused Wealth Management
Newburgh,
New York
|
$3.83M
|
+$63.8K
|
+502
|
New
|
|
|
168
|
Western Wealth Management
Golden,
Colorado
|
$3.79M
|
+$107K
|
+845
|
+3%
|
|
|
169
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$3.75M
|
+$159K
|
+1,253
|
+5%
|
|
|
170
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$3.69M
|
-$160K
|
-1,256
|
-4%
|
|
|
171
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$3.69M
|
+$343K
|
+2,699
|
+11%
|
|
|
172
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.68M
|
-$15.5K
|
-122
|
-0.4%
|
|
|
173
|
Private Trust Company
Cleveland,
Ohio
|
$3.68M
|
-$63.8K
|
-502
|
-2%
|
|
|
174
|
Aspiriant LLC
Los Angeles,
California
|
$3.67M
|
+$4.45K
|
+35
|
+0.1%
|
|
|
175
|
Greenline Partners
New York
|
$3.64M
|
–
|
–
|
–
|
|
