|
126
|
LPWM LLC
Minneapolis,
Minnesota
|
$4.48M
|
+$324K
|
+6,361
|
+8%
|
|
|
127
|
SkyOak Wealth
Southfield,
Michigan
|
$4.47M
|
-$20K
|
-392
|
-0.4%
|
|
|
128
|
ERn Financial LLC
Middleton,
Wisconsin
|
$4.46M
|
+$770K
|
+15,099
|
+21%
|
|
|
129
|
Ancora Advisors
Cleveland,
Ohio
|
$4.39M
|
+$2.71M
|
+53,210
|
+162%
|
|
|
130
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.38M
|
+$1.98M
|
+38,759
|
+82%
|
|
|
131
|
IMZ Advisory
Boca Raton,
Florida
|
$4.32M
|
-$1.29M
|
-25,327
|
-23%
|
|
|
132
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.31M
|
-$1.62M
|
-31,721
|
-27%
|
|
|
133
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$4.26M
|
-$73K
|
-1,432
|
-2%
|
|
|
134
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$4.21M
|
+$818K
|
+16,042
|
+24%
|
|
|
135
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.19M
|
-$8.92K
|
-175
|
-0.2%
|
|
|
136
|
MML Investors Services
Springfield,
Massachusetts
|
$4.15M
|
-$206K
|
-4,040
|
-5%
|
|
|
137
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$4.1M
|
+$880K
|
+17,267
|
+27%
|
|
|
138
|
KM Capital Management
Austin,
Texas
|
$4.08M
|
+$818K
|
+16,055
|
+25%
|
|
|
139
|
Jupiter Wealth Management
Glendale,
Colorado
|
$4.08M
|
–
|
–
|
–
|
|
|
140
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$4.03M
|
-$3.06M
|
-60,061
|
-43%
|
|
|
141
|
Truist Financial
Charlotte,
North Carolina
|
$4.02M
|
-$222K
|
-4,357
|
-5%
|
|
|
142
|
NavPoint Financial
Prior Lake,
Minnesota
|
$3.96M
|
-$257K
|
-5,051
|
-6%
|
|
|
143
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$3.93M
|
+$906K
|
+17,772
|
+30%
|
|
|
144
|
BCGM Wealth Management
Lafayette,
Indiana
|
$3.89M
|
-$360K
|
-7,057
|
-8%
|
|
|
145
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$3.88M
|
+$995K
|
+19,526
|
+35%
|
|
|
146
|
Perennial Advisors
New York
|
$3.86M
|
+$147K
|
+2,881
|
+4%
|
|
|
147
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.84M
|
+$331K
|
+6,504
|
+9%
|
|
|
148
|
Venturi Wealth Management
Austin,
Texas
|
$3.8M
|
+$985K
|
+19,318
|
+35%
|
|
|
149
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$3.79M
|
+$2.5M
|
+48,965
|
+193%
|
|
|
150
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$3.67M
|
-$430K
|
-8,433
|
-11%
|
|
