|
126
|
Traveka Wealth
Los Altos,
California
|
$2.16M
|
+$2.12M
|
+45,239
|
New
|
|
|
127
|
McNaughton Wealth Management
San Diego,
California
|
$2.15M
|
+$333K
|
+7,096
|
+19%
|
|
|
128
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$2.03M
|
+$1.99M
|
+42,410
|
New
|
|
|
129
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.96M
|
-$688K
|
-14,671
|
-26%
|
|
|
130
|
Sebold Capital Management
Lisle,
Illinois
|
$1.9M
|
-$435K
|
-9,269
|
-19%
|
|
|
131
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$1.89M
|
-$111K
|
-2,371
|
-6%
|
|
|
132
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.89M
|
-$1.48M
|
-31,495
|
-44%
|
|
|
133
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.88M
|
+$33.9K
|
+723
|
+2%
|
|
|
134
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.85M
|
-$895K
|
-19,070
|
-33%
|
|
|
135
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.83M
|
+$51.9K
|
+1,107
|
+3%
|
|
|
136
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.78M
|
-$175K
|
-3,725
|
-9%
|
|
|
137
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.72M
|
+$45.9K
|
+978
|
+3%
|
|
|
138
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.71M
|
-$241K
|
-5,135
|
-13%
|
|
|
139
|
Parkside Investments
Deerfield,
Illinois
|
$1.67M
|
-$3.23M
|
-68,839
|
-66%
|
|
|
140
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.66M
|
-$920K
|
-19,607
|
-36%
|
|
|
141
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.66M
|
-$759K
|
-16,183
|
-32%
|
|
|
142
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.65M
|
+$794K
|
+16,921
|
+97%
|
|
|
143
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$1.64M
|
+$1.63M
|
+34,789
|
New
|
|
|
144
|
CNB Bank
Clearfield,
Pennsylvania
|
$1.62M
|
-$9.66K
|
-206
|
-0.6%
|
|
|
145
|
FC Advisory
West Chester,
Pennsylvania
|
$1.62M
|
+$6.15K
|
+131
|
+0.4%
|
|
|
146
|
Creative Planning
Overland Park,
Kansas
|
$1.59M
|
+$103K
|
+2,185
|
+7%
|
|
|
147
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$1.59M
|
-$350K
|
-7,451
|
-18%
|
|
|
148
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.55M
|
-$6.56M
|
-139,731
|
-81%
|
|
|
149
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.55M
|
-$275K
|
-5,863
|
-15%
|
|
|
150
|
Opal Wealth Advisors
Jericho,
New York
|
$1.54M
|
-$1.07M
|
-22,762
|
-41%
|
|
