|
126
|
Corient Private Wealth
Miami,
Florida
|
$1.96M
|
+$1.45M
|
+18,697
|
+454%
|
|
|
127
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$1.96M
|
+$1.59M
|
+20,459
|
+871%
|
|
|
128
|
Keystone Wealth Services
Palm Desert,
California
|
$1.85M
|
-$271K
|
-3,491
|
-14%
|
|
|
129
|
Private Wealth Partners
Mill Valley,
California
|
$1.84M
|
-$1.29M
|
-16,605
|
-44%
|
|
|
130
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$1.83M
|
+$1.18M
|
+15,232
|
+252%
|
|
|
131
|
Fermata Advisors
Sonoma,
California
|
$1.78M
|
-$39.9K
|
-513
|
-2%
|
|
|
132
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.77M
|
-$5.55M
|
-71,428
|
-78%
|
|
|
133
|
IHT Wealth Management
Chicago,
Illinois
|
$1.74M
|
-$472K
|
-6,070
|
-23%
|
|
|
134
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.73M
|
+$1.56M
|
+20,107
|
New
|
|
|
135
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$1.71M
|
-$93.7K
|
-1,205
|
-6%
|
|
|
136
|
Ascent Group
Virginia Beach,
Virginia
|
$1.63M
|
+$243K
|
+3,131
|
+20%
|
|
|
137
|
Avantax Advisory Services
Dallas,
Texas
|
$1.63M
|
+$273K
|
+3,508
|
+23%
|
|
|
138
|
Fortis Group Advisors
Westwood,
New Jersey
|
$1.56M
|
-$103K
|
-1,321
|
-7%
|
|
|
139
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.55M
|
+$232K
|
+2,980
|
+20%
|
|
|
140
|
Rockefeller Capital Management
New York
|
$1.54M
|
-$890K
|
-11,452
|
-39%
|
|
|
141
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.51M
|
+$99.7K
|
+1,283
|
+8%
|
|
|
142
|
John W. Brooker & Co
Oakland,
California
|
$1.5M
|
-$6.8M
|
-87,435
|
-83%
|
|
|
143
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.5M
|
+$38.1K
|
+490
|
+3%
|
|
|
144
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.5M
|
+$1.35M
|
+17,378
|
New
|
|
|
145
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.43M
|
+$1.29M
|
+16,621
|
New
|
|
|
146
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.38M
|
-$71.5K
|
-920
|
-5%
|
|
|
147
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$1.37M
|
+$1.24M
|
+15,913
|
New
|
|
|
148
|
WBH Advisory
Baltimore,
Maryland
|
$1.37M
|
+$1.23M
|
+15,860
|
New
|
|
|
149
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.34M
|
+$1.21M
|
+15,621
|
New
|
|
|
150
|
Wayfinding Financial
Lynnwood,
Washington
|
$1.34M
|
+$209K
|
+2,689
|
+22%
|
|
