|
126
|
Investment Planning Advisors
Cumming,
Georgia
|
$973K
|
-$341
|
-3
|
-0%
|
|
|
127
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$965K
|
+$1.02M
|
+8,969
|
New
|
|
|
128
|
OneAscent Financial Services
Birmingham,
Alabama
|
$925K
|
+$37.9K
|
+333
|
+4%
|
|
|
129
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$922K
|
+$537K
|
+4,721
|
+123%
|
|
|
130
|
Mutual Advisors
Omaha,
Nebraska
|
$890K
|
-$88.7K
|
-780
|
-9%
|
|
|
131
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$884K
|
+$74.3K
|
+653
|
+9%
|
|
|
132
|
Fairway Wealth
Independence,
Ohio
|
$882K
|
+$48.8K
|
+429
|
+6%
|
|
|
133
|
Wood Tarver Financial Group
Boise,
Idaho
|
$838K
|
-$7.81M
|
-68,682
|
-90%
|
|
|
134
|
Centerpoint Advisory Group
Overland Park,
Kansas
|
$835K
|
–
|
–
|
–
|
|
|
135
|
Flow Traders U.S.
New York
|
$831K
|
-$920K
|
-8,091
|
-51%
|
|
|
136
|
CreativeOne Wealth
Overland Park,
Kansas
|
$809K
|
-$33.9K
|
-298
|
-4%
|
|
|
137
|
WBH Advisory
Baltimore,
Maryland
|
$804K
|
-$18.1K
|
-159
|
-2%
|
|
|
138
|
Rockefeller Capital Management
New York
|
$795K
|
+$195K
|
+1,715
|
+30%
|
|
|
139
|
Retirement Planning Group (New York)
Malta,
New York
|
$788K
|
-$97.8K
|
-860
|
-11%
|
|
|
140
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$774K
|
-$11.1K
|
-98
|
-1%
|
|
|
141
|
Custom Index Systems
New York
|
$757K
|
+$800K
|
+7,036
|
New
|
|
|
142
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$755K
|
-$582K
|
-5,121
|
-42%
|
|
|
143
|
Vise Technologies
New York
|
$751K
|
–
|
–
|
–
|
|
|
144
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$727K
|
+$768K
|
+6,754
|
New
|
|
|
145
|
Northern Trust
Chicago,
Illinois
|
$726K
|
-$353K
|
-3,102
|
-32%
|
|
|
146
|
Phraction Management
Colchester,
Connecticut
|
$722K
|
–
|
–
|
–
|
|
|
147
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$694K
|
-$682
|
-6
|
-0.1%
|
|
|
148
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$692K
|
+$30.8K
|
+271
|
+4%
|
|
|
149
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$672K
|
–
|
–
|
–
|
|
|
150
|
Prasad Wealth Partners
Independence,
Ohio
|
$650K
|
-$40.4K
|
-355
|
-6%
|
|
