|
126
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$1.3M
|
+$60.7K
|
+683
|
+5%
|
|
|
127
|
Aprio Wealth Management
Atlanta,
Georgia
|
$1.29M
|
-$44K
|
-495
|
-3%
|
|
|
128
|
|
$1.29M
|
+$79.3K
|
+893
|
+7%
|
|
|
129
|
TIAA FSB
Jacksonville,
Florida
|
$1.27M
|
+$149K
|
+1,682
|
+14%
|
|
|
130
|
Evercore Wealth Management
New York
|
$1.27M
|
–
|
–
|
–
|
|
|
131
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.26M
|
-$16.8K
|
-189
|
-1%
|
|
|
132
|
Equitable Holdings
New York
|
$1.25M
|
-$55K
|
-619
|
-4%
|
|
|
133
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.25M
|
+$54.5K
|
+614
|
+5%
|
|
|
134
|
Cetera Advisors
Denver,
Colorado
|
$1.23M
|
-$117K
|
-1,317
|
-9%
|
|
|
135
|
Rollins Financial
Atlanta,
Georgia
|
$1.23M
|
-$76.5K
|
-861
|
-6%
|
|
|
136
|
United Capital Financial Advisors
Irving,
Texas
|
$1.2M
|
–
|
–
|
–
|
|
|
137
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.18M
|
–
|
–
|
–
|
|
|
138
|
Addison Advisors
Middlebury,
Vermont
|
$1.18M
|
+$38.6K
|
+435
|
+4%
|
|
|
139
|
|
$1.17M
|
-$305K
|
-3,439
|
-22%
|
|
|
140
|
Harbour Investments
Madison,
Wisconsin
|
$1.16M
|
-$7.28K
|
-82
|
-0.7%
|
|
|
141
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.15M
|
–
|
–
|
–
|
|
|
142
|
Sound Stewardship
Overland Park,
Kansas
|
$1.14M
|
+$888
|
+10
|
+0.1%
|
|
|
143
|
NEPC LLC
Boston,
Massachusetts
|
$1.13M
|
+$392K
|
+4,414
|
+58%
|
|
|
144
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.13M
|
+$355
|
+4
|
+0%
|
|
|
145
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.12M
|
-$650K
|
-7,313
|
-38%
|
|
|
146
|
Avantax Advisory Services
Dallas,
Texas
|
$1.11M
|
+$55.6K
|
+626
|
+6%
|
|
|
147
|
Glenview Trust
Louisville,
Kentucky
|
$1.1M
|
–
|
–
|
–
|
|
|
148
|
Destiny Capital
Golden,
Colorado
|
$1.1M
|
–
|
–
|
–
|
|
|
149
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$1.09M
|
-$24.8K
|
-279
|
-2%
|
|
|
150
|
Portland Global Advisors
Portland,
Maine
|
$1.07M
|
–
|
–
|
–
|
|
