|
126
|
Carroll Advisory Group
Texarkana,
Texas
|
$2.51M
|
+$2.49M
|
+8,117
|
New
|
|
|
127
|
Brio Consultants
San Francisco,
California
|
$2.46M
|
+$38K
|
+124
|
+2%
|
|
|
128
|
Retirement Planning Group (New York)
Malta,
New York
|
$2.44M
|
-$25.1K
|
-82
|
-1%
|
|
|
129
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.34M
|
-$11.3K
|
-37
|
-0.5%
|
|
|
130
|
Renaissance Technologies
New York
|
$2.32M
|
-$545K
|
-1,780
|
-19%
|
|
|
131
|
Foster & Motley
Cincinnati,
Ohio
|
$2.31M
|
-$116K
|
-378
|
-5%
|
|
|
132
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.31M
|
+$2.29M
|
+7,479
|
New
|
|
|
133
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.27M
|
–
|
–
|
–
|
|
|
134
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$2.25M
|
-$140K
|
-456
|
-6%
|
|
|
135
|
Formulate Financial
Boca Raton,
Florida
|
$2.24M
|
–
|
–
|
–
|
|
|
136
|
MGO One Seven
Beachwood,
Ohio
|
$2.22M
|
+$2.2M
|
+7,174
|
New
|
|
|
137
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.19M
|
-$24.8K
|
-81
|
-1%
|
|
|
138
|
Corient Private Wealth
Miami,
Florida
|
$2.1M
|
+$194K
|
+633
|
+10%
|
|
|
139
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.01M
|
+$352K
|
+1,148
|
+21%
|
|
|
140
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.96M
|
-$12.9K
|
-42
|
-0.7%
|
|
|
141
|
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
|
$1.89M
|
+$1.87M
|
+6,112
|
New
|
|
|
142
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$1.8M
|
-$333K
|
-1,087
|
-16%
|
|
|
143
|
Neuberger Berman Group
New York
|
$1.8M
|
–
|
–
|
–
|
|
|
144
|
Wealthspire Advisors (New York)
New York
|
$1.79M
|
+$106K
|
+346
|
+6%
|
|
|
145
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.78M
|
+$1.77M
|
+5,768
|
New
|
|
|
146
|
Royal Fund Management
Lady Lake,
Florida
|
$1.78M
|
+$266K
|
+869
|
+18%
|
|
|
147
|
Atria Investments
Charlotte,
North Carolina
|
$1.73M
|
+$342K
|
+1,115
|
+25%
|
|
|
148
|
ETF Portfolio Partners
Leawood,
Kansas
|
$1.7M
|
-$321K
|
-1,049
|
-16%
|
|
|
149
|
Indivisible Partners
Clearwater,
Florida
|
$1.68M
|
+$1.67M
|
+5,451
|
New
|
|
|
150
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.67M
|
+$8.58K
|
+28
|
+0.5%
|
|
