|
126
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$6.48M
|
+$6.6M
|
+32,288
|
New
|
|
|
127
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.29M
|
-$474K
|
-2,318
|
-7%
|
|
|
128
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$6.26M
|
-$18.8K
|
-92
|
-0.3%
|
|
|
129
|
Waverly Advisors
Birmingham,
Alabama
|
$6.18M
|
+$540K
|
+2,642
|
+9%
|
|
|
130
|
Kestra Advisory Services
Austin,
Texas
|
$6.15M
|
+$1.36M
|
+6,651
|
+28%
|
|
|
131
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$6.13M
|
-$203K
|
-990
|
-3%
|
|
|
132
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$6.06M
|
+$25K
|
+122
|
+0.4%
|
|
|
133
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.04M
|
+$4.77M
|
+23,298
|
+342%
|
|
|
134
|
Private Advisor Group
Morristown,
New Jersey
|
$5.91M
|
+$891K
|
+4,355
|
+6%
|
|
|
135
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$5.9M
|
-$789K
|
-3,855
|
-12%
|
|
|
136
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$5.83M
|
+$1.06M
|
+5,195
|
+22%
|
|
|
137
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$5.75M
|
+$277K
|
+1,355
|
+5%
|
|
|
138
|
Northern Trust
Chicago,
Illinois
|
$5.7M
|
+$51.5K
|
+252
|
+0.9%
|
|
|
139
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$5.63M
|
-$1.74M
|
-8,512
|
-23%
|
|
|
140
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$5.51M
|
-$242K
|
-1,181
|
-4%
|
|
|
141
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$5.36M
|
+$409
|
+2
|
+0%
|
|
|
142
|
SkyOak Wealth
Southfield,
Michigan
|
$5.2M
|
-$328K
|
-1,604
|
-6%
|
|
|
143
|
Fidelity Investments
Boston,
Massachusetts
|
$5.18M
|
-$1.04M
|
-5,086
|
-16%
|
|
|
144
|
Towerpoint Wealth
Sacramento,
California
|
$5.16M
|
+$328K
|
+1,605
|
+7%
|
|
|
145
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$5.09M
|
+$1.38M
|
+6,750
|
+36%
|
|
|
146
|
Garde Capital
Seattle,
Washington
|
$5.04M
|
-$35.2K
|
-172
|
-0.7%
|
|
|
147
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$5.04M
|
-$392K
|
-1,917
|
-7%
|
|
|
148
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$5.02M
|
-$71K
|
-347
|
-1%
|
|
|
149
|
McMillion Capital Management
Greensboro,
North Carolina
|
$4.93M
|
-$140K
|
-683
|
-3%
|
|
|
150
|
Fermata Advisors
Sonoma,
California
|
$4.91M
|
+$1.62M
|
+7,934
|
+48%
|
|
