|
126
|
WMS Partners
Towson,
Maryland
|
$1.43M
|
+$92.4K
|
+2,320
|
+7%
|
|
|
127
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.4M
|
-$206K
|
-5,168
|
-13%
|
|
|
128
|
Cooper Financial Group
Irvine,
California
|
$1.36M
|
+$8.41K
|
+211
|
+0.6%
|
|
|
129
|
Mercer Global Advisors
Denver,
Colorado
|
$1.34M
|
-$37.3K
|
-936
|
-3%
|
|
|
130
|
Reston Wealth Management
Reston,
Virginia
|
$1.33M
|
+$168K
|
+4,211
|
+14%
|
|
|
131
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$1.32M
|
+$21.9K
|
+549
|
+2%
|
|
|
132
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.29M
|
-$1.01M
|
-25,360
|
-44%
|
|
|
133
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.27M
|
-$685K
|
-17,200
|
-35%
|
|
|
134
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$1.27M
|
+$127K
|
+3,195
|
+11%
|
|
|
135
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.26M
|
+$447K
|
+11,211
|
+56%
|
|
|
136
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.25M
|
-$382K
|
-9,595
|
-24%
|
|
|
137
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.24M
|
+$58.9K
|
+1,477
|
+5%
|
|
|
138
|
Delta Investment Management
San Francisco,
California
|
$1.23M
|
-$43.7K
|
-1,097
|
-3%
|
|
|
139
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$1.21M
|
–
|
–
|
–
|
|
|
140
|
Avitas Wealth Management
Los Angeles,
California
|
$1.2M
|
+$59.7K
|
+1,499
|
+5%
|
|
|
141
|
Edge Financial Advisors
Wheaton,
Illinois
|
$1.18M
|
+$1.18M
|
+29,508
|
New
|
|
|
142
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$1.17M
|
-$35.8K
|
-899
|
-3%
|
|
|
143
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.17M
|
+$158K
|
+3,960
|
+16%
|
|
|
144
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$1.14M
|
+$2.27K
|
+57
|
+0.2%
|
|
|
145
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.03M
|
-$327K
|
-8,202
|
-24%
|
|
|
146
|
Westmount Partners
Los Angeles,
California
|
$1.02M
|
-$20.4K
|
-512
|
-2%
|
|
|
147
|
Atria Wealth Solutions
New York
|
$1.01M
|
+$61.9K
|
+1,553
|
+7%
|
|
|
148
|
Dudley Capital Management
Middleburg,
Virginia
|
$1.01M
|
–
|
–
|
–
|
|
|
149
|
Rockefeller Capital Management
New York
|
$1M
|
+$268K
|
+6,738
|
+37%
|
|
|
150
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$979K
|
+$121K
|
+3,046
|
+14%
|
|
