|
126
|
Yoder Wealth Management
Walnut Creek,
California
|
$3.63M
|
-$41.2K
|
-895
|
-1%
|
|
|
127
|
KeyBank National Association
Cleveland,
Ohio
|
$3.62M
|
+$3.15M
|
+68,482
|
+782%
|
|
|
128
|
Kestra Advisory Services
Austin,
Texas
|
$3.49M
|
+$3.64K
|
+79
|
+0.1%
|
|
|
129
|
Modern Wealth Management
Lenexa,
Kansas
|
$3.46M
|
-$6.68K
|
-145
|
-0.2%
|
|
|
130
|
Forteris Wealth Management
Armonk,
New York
|
$3.43M
|
+$3.36M
|
+73,050
|
New
|
|
|
131
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$3.3M
|
+$319K
|
+6,936
|
+11%
|
|
|
132
|
Security Financial Services
Fort Wayne,
Indiana
|
$3.19M
|
-$2.9K
|
-63
|
-0.1%
|
|
|
133
|
WFA of San Diego
San Diego,
California
|
$3.12M
|
-$139K
|
-3,010
|
-4%
|
|
|
134
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.09M
|
+$226K
|
+4,916
|
+8%
|
|
|
135
|
Sigma Investment Counselors
Northville,
Michigan
|
$3.03M
|
–
|
–
|
–
|
|
|
136
|
Institute for Wealth Management
Denver,
Colorado
|
$2.81M
|
-$39.9K
|
-867
|
-1%
|
|
|
137
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$2.78M
|
–
|
–
|
–
|
|
|
138
|
Northwest Bancshares
Warren,
Pennsylvania
|
$2.69M
|
-$10K
|
-218
|
-0.4%
|
|
|
139
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.57M
|
-$11.6K
|
-252
|
-0.5%
|
|
|
140
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.52M
|
-$60.3K
|
-1,309
|
-2%
|
|
|
141
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.33M
|
+$1.52K
|
+33
|
+0.1%
|
|
|
142
|
Wealthfront Advisers
Palo Alto,
California
|
$2.32M
|
+$133K
|
+2,878
|
+6%
|
|
|
143
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.3M
|
+$408K
|
+8,869
|
+22%
|
|
|
144
|
Bell Investment Advisors
Oakland,
California
|
$2.26M
|
-$50.8K
|
-1,103
|
-2%
|
|
|
145
|
US Bancorp
Minneapolis,
Minnesota
|
$2.25M
|
-$18.4K
|
-399
|
-0.8%
|
|
|
146
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.22M
|
–
|
–
|
–
|
|
|
147
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.2M
|
-$35K
|
-761
|
-2%
|
|
|
148
|
Summit Financial
Parsippany,
New Jersey
|
$2.19M
|
-$53K
|
-1,151
|
-2%
|
|
|
149
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.19M
|
+$1.17M
|
+25,408
|
+120%
|
|
|
150
|
Great Lakes Advisors
Chicago,
Illinois
|
$2.18M
|
+$2.99K
|
+65
|
+0.1%
|
|
