|
126
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.65M
|
-$147K
|
-1,834
|
-4%
|
|
|
127
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$3.65M
|
+$321K
|
+4,003
|
+10%
|
|
|
128
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.62M
|
-$187K
|
-2,328
|
-5%
|
|
|
129
|
TAGStone Capital
Charlotte,
North Carolina
|
$3.59M
|
+$141K
|
+1,753
|
+4%
|
|
|
130
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.58M
|
-$525K
|
-6,546
|
-13%
|
|
|
131
|
Arax Advisory Partners
Denver,
Colorado
|
$3.58M
|
-$4.41K
|
-55
|
-0.1%
|
|
|
132
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.52M
|
+$792K
|
+9,881
|
+30%
|
|
|
133
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$3.5M
|
-$857K
|
-10,694
|
-20%
|
|
|
134
|
Savant Capital
Rockford,
Illinois
|
$3.4M
|
-$57.2K
|
-714
|
-2%
|
|
|
135
|
Tortoise Investment Management
White Plains,
New York
|
$3.34M
|
+$248K
|
+3,098
|
+8%
|
|
|
136
|
RFG Advisory
Birmingham,
Alabama
|
$3.33M
|
+$304K
|
+3,791
|
+10%
|
|
|
137
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$3.33M
|
+$127K
|
+1,587
|
+4%
|
|
|
138
|
Marotta Asset Management
Charlottesville,
Virginia
|
$3.3M
|
+$4.33K
|
+54
|
+0.1%
|
|
|
139
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.22M
|
-$6.97K
|
-87
|
-0.2%
|
|
|
140
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$3.18M
|
-$265K
|
-3,310
|
-8%
|
|
|
141
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$3.14M
|
-$6.77M
|
-84,471
|
-69%
|
|
|
142
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$3.12M
|
-$106K
|
-1,325
|
-3%
|
|
|
143
|
Calton & Associates
Tampa,
Florida
|
$3.1M
|
+$32.5K
|
+405
|
+1%
|
|
|
144
|
Collective Family Office
York,
Pennsylvania
|
$3.01M
|
–
|
–
|
–
|
|
|
145
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.94M
|
-$45.7K
|
-570
|
-2%
|
|
|
146
|
Blue Barn Wealth
Orem,
Utah
|
$2.93M
|
+$52.1K
|
+650
|
+2%
|
|
|
147
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.81M
|
–
|
–
|
–
|
|
|
148
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.79M
|
+$2.7M
|
+33,616
|
New
|
|
|
149
|
Indie Asset Partners
Carmel,
Indiana
|
$2.76M
|
+$163K
|
+2,031
|
+7%
|
|
|
150
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.65M
|
+$13.3K
|
+166
|
+0.5%
|
|
