|
126
|
Total Wealth Planning
Cincinnati,
Ohio
|
$13.6M
|
-$577K
|
-3,624
|
-4%
|
|
|
127
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$13.5M
|
+$3.66K
|
+23
|
+0%
|
|
|
128
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.3M
|
-$166K
|
-1,042
|
-1%
|
|
|
129
|
Fidelity Investments
Boston,
Massachusetts
|
$13M
|
-$560K
|
-3,517
|
-4%
|
|
|
130
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$13M
|
-$131K
|
-823
|
-1%
|
|
|
131
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$13M
|
+$778K
|
+4,887
|
+6%
|
|
|
132
|
Bartlett & Co
Cincinnati,
Ohio
|
$13M
|
-$218K
|
-1,367
|
-2%
|
|
|
133
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$13M
|
-$218K
|
-1,367
|
-2%
|
|
|
134
|
EP Wealth Advisors
Torrance,
California
|
$12.8M
|
-$302K
|
-1,895
|
-2%
|
|
|
135
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$12.8M
|
+$12.4M
|
+78,020
|
+2,738%
|
|
|
136
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$12.7M
|
+$40.6K
|
+255
|
+0.3%
|
|
|
137
|
|
$12.3M
|
+$258K
|
+1,621
|
+2%
|
|
|
138
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$12.2M
|
+$11.6M
|
+72,972
|
New
|
|
|
139
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$12.2M
|
+$822K
|
+5,166
|
+7%
|
|
|
140
|
Brookstone Capital Management
Wheaton,
Illinois
|
$12.1M
|
-$859K
|
-5,396
|
-7%
|
|
|
141
|
Ancora Advisors
Cleveland,
Ohio
|
$12M
|
+$841K
|
+5,285
|
+7%
|
|
|
142
|
Tradition Wealth Management
Edina,
Minnesota
|
$11.9M
|
+$366K
|
+2,298
|
+3%
|
|
|
143
|
Avion Wealth
The Woodlands,
Texas
|
$11.9M
|
–
|
–
|
–
|
|
|
144
|
Atria Wealth Solutions
New York
|
$11.9M
|
+$1.19M
|
+7,482
|
+11%
|
|
|
145
|
Quest Investment Management
Lake Oswego,
Oregon
|
$11.8M
|
–
|
–
|
–
|
|
|
146
|
James Investment Research
Alpha,
Ohio
|
$11.7M
|
-$389K
|
-2,443
|
-3%
|
|
|
147
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$11.7M
|
-$20.4K
|
-128
|
-0.2%
|
|
|
148
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$11.6M
|
+$7.21M
|
+45,314
|
+162%
|
|
|
149
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$11.3M
|
+$108K
|
+677
|
+1%
|
|
|
150
|
BBJS Financial Advisors
Seattle,
Washington
|
$11.3M
|
+$11.3M
|
+71,076
|
New
|
|
