|
126
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.33M
|
-$7.52M
|
-102,579
|
-84%
|
|
|
127
|
UMB Bank
Kansas City,
Missouri
|
$1.3M
|
–
|
–
|
–
|
|
|
128
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.29M
|
–
|
–
|
–
|
|
|
129
|
WNY Asset Management
Williamsville,
New York
|
$1.29M
|
+$259K
|
+3,535
|
+23%
|
|
|
130
|
Compass Advisory Group
Melville,
New York
|
$1.25M
|
+$824K
|
+11,236
|
+162%
|
|
|
131
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$1.25M
|
+$22.9K
|
+312
|
+2%
|
|
|
132
|
Franklin Resources
San Mateo,
California
|
$1.19M
|
-$105K
|
-1,436
|
-8%
|
|
|
133
|
New Capital Management
Houston,
Texas
|
$1.17M
|
–
|
–
|
–
|
|
|
134
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.16M
|
-$735K
|
-10,023
|
-37%
|
|
|
135
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$1.15M
|
-$318K
|
-4,337
|
-21%
|
|
|
136
|
Cetera Advisor Networks
El Segundo,
California
|
$1.13M
|
-$44.3K
|
-605
|
-4%
|
|
|
137
|
Creative Planning
Overland Park,
Kansas
|
$1.11M
|
-$200K
|
-2,732
|
-14%
|
|
|
138
|
Laurel Wealth Planning
Edina,
Minnesota
|
$1.1M
|
-$41.4K
|
-565
|
-3%
|
|
|
139
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.1M
|
+$109K
|
+1,483
|
+10%
|
|
|
140
|
Brown Advisory
Baltimore,
Maryland
|
$1.08M
|
+$21.8K
|
+298
|
+2%
|
|
|
141
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.03M
|
+$966K
|
+13,179
|
+798%
|
|
|
142
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$996K
|
+$29.8K
|
+407
|
+3%
|
|
|
143
|
Tectonic Advisors
Frisco,
Texas
|
$961K
|
+$1.03M
|
+14,000
|
New
|
|
|
144
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$944K
|
-$6.88M
|
-93,921
|
-87%
|
|
|
145
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$942K
|
-$55.3K
|
-754
|
-5%
|
|
|
146
|
WESCAP Management Group
Glendale,
California
|
$923K
|
-$1.88M
|
-25,633
|
-66%
|
|
|
147
|
Macroview Investment Management
Bethesda,
Maryland
|
$915K
|
-$11.7K
|
-160
|
-1%
|
|
|
148
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$913K
|
+$103K
|
+1,400
|
+12%
|
|
|
149
|
Patten Group
Chattanooga,
Tennessee
|
$874K
|
-$153K
|
-2,084
|
-14%
|
|
|
150
|
Round Rock Advisors
Wilton,
Connecticut
|
$857K
|
+$29.3K
|
+400
|
+3%
|
|
