|
126
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$1.09M
|
-$60.1K
|
-2,382
|
-5%
|
|
|
127
|
Beacon Financial Group
Dallas,
Texas
|
$1.09M
|
-$369K
|
-14,626
|
-25%
|
|
|
128
|
American Century Companies
Kansas City,
Missouri
|
$1.08M
|
–
|
–
|
–
|
|
|
129
|
Summit Financial Group
Moorefield,
West Virginia
|
$1.03M
|
–
|
–
|
–
|
|
|
130
|
Prudential Financial
Newark,
New Jersey
|
$986K
|
+$467K
|
+18,501
|
+83%
|
|
|
131
|
Epic Trust Investment Advisors
Richland,
Washington
|
$975K
|
-$88.6K
|
-3,510
|
-8%
|
|
|
132
|
OTA Financial Group
Purchase,
New York
|
$964K
|
-$761K
|
-30,137
|
-43%
|
|
|
133
|
Windham Capital Management
Boston,
Massachusetts
|
$940K
|
-$39.2K
|
-1,551
|
-4%
|
|
|
134
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$936K
|
-$248K
|
-9,809
|
-20%
|
|
|
135
|
Courier Capital
Buffalo,
New York
|
$934K
|
–
|
–
|
–
|
|
|
136
|
CreativeOne Wealth
Overland Park,
Kansas
|
$926K
|
+$969K
|
+38,392
|
New
|
|
|
137
|
Baker Avenue Asset Management
San Francisco,
California
|
$922K
|
+$237K
|
+9,393
|
+33%
|
|
|
138
|
Davenport & Co
Richmond,
Virginia
|
$913K
|
+$200K
|
+7,914
|
+26%
|
|
|
139
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$908K
|
-$157K
|
-6,203
|
-14%
|
|
|
140
|
Mercer Global Advisors
Denver,
Colorado
|
$907K
|
-$5.02K
|
-199
|
-0.5%
|
|
|
141
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$893K
|
-$348K
|
-13,800
|
-27%
|
|
|
142
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$872K
|
-$117K
|
-4,637
|
-11%
|
|
|
143
|
GeoWealth Management
Chicago,
Illinois
|
$856K
|
-$21.9K
|
-866
|
-2%
|
|
|
144
|
Source Financial Advisors
New York
|
$816K
|
-$21.3K
|
-842
|
-2%
|
|
|
145
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$804K
|
–
|
–
|
–
|
|
|
146
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$797K
|
-$249K
|
-9,850
|
-23%
|
|
|
147
|
Koshinski Asset Management
Decatur,
Illinois
|
$792K
|
+$15K
|
+595
|
+2%
|
|
|
148
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$788K
|
+$824K
|
+32,654
|
New
|
|
|
149
|
Coastline Trust
Providence,
Rhode Island
|
$786K
|
-$1.63M
|
-64,550
|
-66%
|
|
|
150
|
Whittier Trust
South Pasadena,
California
|
$770K
|
-$2.11M
|
-83,752
|
-72%
|
|
