|
126
|
OLIO Financial Planning
Mclean,
Virginia
|
$4.69M
|
+$516K
|
+20,826
|
+12%
|
|
|
127
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.65M
|
+$115K
|
+4,660
|
+3%
|
|
|
128
|
Pioneer Wealth Management Group
Austin,
Texas
|
$4.55M
|
+$41.1K
|
+1,658
|
+0.9%
|
|
|
129
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$4.51M
|
+$218K
|
+8,792
|
+5%
|
|
|
130
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.48M
|
-$1.16M
|
-46,828
|
-20%
|
|
|
131
|
Ameriprise
Minneapolis,
Minnesota
|
$4.44M
|
+$1.51M
|
+60,926
|
+51%
|
|
|
132
|
St Louis Trust
Saint Louis,
Missouri
|
$4.42M
|
–
|
–
|
–
|
|
|
133
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.37M
|
+$673K
|
+27,145
|
+18%
|
|
|
134
|
Upper Left Wealth Management
Tampa,
Florida
|
$4.34M
|
+$41.3K
|
+1,665
|
+0.9%
|
|
|
135
|
Savant Capital
Rockford,
Illinois
|
$4.26M
|
-$122K
|
-4,914
|
-3%
|
|
|
136
|
Parallel Advisors
San Francisco,
California
|
$4.2M
|
+$279K
|
+11,251
|
+7%
|
|
|
137
|
AMI Investment Management
Kendallville,
Indiana
|
$4.19M
|
+$85.5K
|
+3,449
|
+2%
|
|
|
138
|
CX Institutional
Auburn,
Indiana
|
$4.19M
|
–
|
–
|
–
|
|
|
139
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$4.18M
|
+$141K
|
+5,688
|
+3%
|
|
|
140
|
Bank of America
Charlotte,
North Carolina
|
$4.16M
|
-$192K
|
-7,741
|
-4%
|
|
|
141
|
Wakefield Asset Management
Englewood,
Colorado
|
$4.16M
|
+$197K
|
+7,967
|
+5%
|
|
|
142
|
Destination Wealth Management
Walnut Creek,
California
|
$4.14M
|
-$3.64M
|
-147,093
|
-47%
|
|
|
143
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$4.11M
|
+$93.6K
|
+3,779
|
+2%
|
|
|
144
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$4.07M
|
+$118K
|
+4,759
|
+3%
|
|
|
145
|
Tradition Wealth Management
Edina,
Minnesota
|
$3.96M
|
-$58.7K
|
-2,368
|
-1%
|
|
|
146
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$3.93M
|
–
|
–
|
–
|
|
|
147
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$3.91M
|
-$61.5K
|
-2,482
|
-2%
|
|
|
148
|
West Paces Advisors
Atlanta,
Georgia
|
$3.89M
|
-$3.48M
|
-140,528
|
-47%
|
|
|
149
|
Sutton Wealth Advisors
Tampa,
Florida
|
$3.86M
|
-$3.09M
|
-124,723
|
-44%
|
|
|
150
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$3.84M
|
+$7.38K
|
+298
|
+0.2%
|
|
