|
126
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$5.95M
|
+$555K
|
+9,009
|
+9%
|
|
|
127
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$5.75M
|
+$1.34M
|
+21,818
|
+28%
|
|
|
128
|
Creative Planning
Overland Park,
Kansas
|
$5.71M
|
+$2.23M
|
+36,260
|
+57%
|
|
|
129
|
Physician Wealth Advisors
Midvale,
Utah
|
$5.71M
|
+$13.2K
|
+214
|
+0.2%
|
|
|
130
|
|
$5.66M
|
-$94.5K
|
-1,535
|
-2%
|
|
|
131
|
Madison Asset Management
Madison,
Wisconsin
|
$5.58M
|
-$484K
|
-7,865
|
-7%
|
|
|
132
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$5.55M
|
+$208K
|
+3,382
|
+4%
|
|
|
133
|
Agilis Partners
Waltham,
Massachusetts
|
$5.32M
|
-$3.12M
|
-50,732
|
-35%
|
|
|
134
|
Capital Insight Partners
Scottsdale,
Arizona
|
$5.29M
|
+$521K
|
+8,466
|
+10%
|
|
|
135
|
Clear Creek Financial Management
Silverdale,
Washington
|
$5.15M
|
+$322K
|
+5,233
|
+6%
|
|
|
136
|
Oppenheimer & Co
New York
|
$5.14M
|
+$69.6K
|
+1,131
|
+1%
|
|
|
137
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$5.13M
|
+$562K
|
+9,134
|
+11%
|
|
|
138
|
HB Wealth Management
Atlanta,
Georgia
|
$5.08M
|
-$278K
|
-4,523
|
-5%
|
|
|
139
|
AE Wealth Management
Topeka,
Kansas
|
$5.06M
|
-$967K
|
-15,701
|
-15%
|
|
|
140
|
FC Advisory
West Chester,
Pennsylvania
|
$4.96M
|
-$683K
|
-11,096
|
-11%
|
|
|
141
|
Gleason Group
Prospect,
Kentucky
|
$4.91M
|
+$53.4K
|
+868
|
+1%
|
|
|
142
|
Penobscot Wealth Management
Portland,
Maine
|
$4.86M
|
+$5.25M
|
+85,215
|
New
|
|
|
143
|
Atria Investments
Charlotte,
North Carolina
|
$4.78M
|
+$5.16M
|
+83,820
|
New
|
|
|
144
|
Renaissance Technologies
New York
|
$4.6M
|
+$4.96M
|
+80,600
|
New
|
|
|
145
|
Newton One Investments
Newark,
Delaware
|
$4.53M
|
+$97.6K
|
+1,585
|
+2%
|
|
|
146
|
Forum Private Client Group
Fishers,
Indiana
|
$4.47M
|
+$1.73M
|
+28,134
|
+56%
|
|
|
147
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.45M
|
+$123
|
+2
|
+0%
|
|
|
148
|
Portfolio Solutions
Royal Oak,
Michigan
|
$4.43M
|
+$4.78M
|
+77,710
|
New
|
|
|
149
|
Tortoise Investment Management
White Plains,
New York
|
$4.43M
|
+$90.4K
|
+1,468
|
+2%
|
|
|
150
|
Weatherly Asset Management
Del Mar,
California
|
$4.33M
|
+$58.4K
|
+948
|
+1%
|
|
