|
126
|
ERn Financial LLC
Middleton,
Wisconsin
|
$809K
|
+$18.9K
|
+370
|
+2%
|
|
|
127
|
LexAurum Advisors
Overland Park,
Kansas
|
$805K
|
+$105K
|
+2,054
|
+15%
|
|
|
128
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$797K
|
+$20K
|
+392
|
+3%
|
|
|
129
|
CFO4Life Group
Coppell,
Texas
|
$778K
|
-$4.33M
|
-84,835
|
-85%
|
|
|
130
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$766K
|
–
|
–
|
–
|
|
|
131
|
Gratus Capital
Atlanta,
Georgia
|
$765K
|
-$1.18M
|
-23,144
|
-61%
|
|
|
132
|
Beta Wealth Group
San Diego,
California
|
$753K
|
+$753K
|
+14,751
|
New
|
|
|
133
|
Summit Wealth Partners
Orlando,
Florida
|
$747K
|
–
|
–
|
–
|
|
|
134
|
Windsor Capital Management
Phoenix,
Arizona
|
$744K
|
-$87.1K
|
-1,706
|
-10%
|
|
|
135
|
Gradient Capital Advisors
San Diego,
California
|
$702K
|
+$472K
|
+9,249
|
+205%
|
|
|
136
|
Gries Financial
Cleveland,
Ohio
|
$680K
|
+$681K
|
+13,333
|
New
|
|
|
137
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$674K
|
–
|
–
|
–
|
|
|
138
|
United Capital Financial Advisors
Irving,
Texas
|
$666K
|
+$156K
|
+3,052
|
+31%
|
|
|
139
|
Rockefeller Capital Management
New York
|
$657K
|
+$204
|
+4
|
+0%
|
|
|
140
|
Kestra Advisory Services
Austin,
Texas
|
$614K
|
+$41.8K
|
+819
|
+7%
|
|
|
141
|
Tiedemann Advisors
New York
|
$601K
|
+$601K
|
+11,769
|
New
|
|
|
142
|
REDW Wealth
Albuquerque,
New Mexico
|
$583K
|
+$584K
|
+11,431
|
New
|
|
|
143
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$565K
|
-$22.2K
|
-435
|
-4%
|
|
|
144
|
Holderness Investments Company
Greensboro,
North Carolina
|
$565K
|
+$565K
|
+11,060
|
New
|
|
|
145
|
Webster Bank
Waterbury,
Connecticut
|
$504K
|
–
|
–
|
–
|
|
|
146
|
Opes Wealth Management
Menlo Park,
California
|
$496K
|
+$496K
|
+9,720
|
New
|
|
|
147
|
NWAM LLC
Mercer Island,
Washington
|
$482K
|
+$131K
|
+2,558
|
+37%
|
|
|
148
|
MONECO Advisors
Fairfield,
Connecticut
|
$474K
|
+$153K
|
+3,000
|
+48%
|
|
|
149
|
Nottingham Advisors
Amherst,
New York
|
$473K
|
+$473K
|
+9,270
|
New
|
|
|
150
|
Winfield Associates
Cleveland,
Ohio
|
$459K
|
+$459K
|
+9,000
|
New
|
|
