|
126
|
Retirement Planning Group (New York)
Malta,
New York
|
$2.26M
|
-$72.5K
|
-235
|
-3%
|
|
|
127
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$2.26M
|
+$931K
|
+3,018
|
+65%
|
|
|
128
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.21M
|
–
|
–
|
–
|
|
|
129
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.17M
|
+$925
|
+3
|
+0%
|
|
|
130
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.15M
|
+$67.2K
|
+218
|
+3%
|
|
|
131
|
Formulate Financial
Boca Raton,
Florida
|
$2.14M
|
–
|
–
|
–
|
|
|
132
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$2.14M
|
+$2.24M
|
+7,259
|
New
|
|
|
133
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.14M
|
-$91.9K
|
-298
|
-4%
|
|
|
134
|
Foster & Motley
Cincinnati,
Ohio
|
$2.13M
|
-$80.2K
|
-260
|
-3%
|
|
|
135
|
Landmark Wealth Management (New York)
Melville,
New York
|
$2.1M
|
+$533K
|
+1,727
|
+32%
|
|
|
136
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$2.08M
|
-$73.4K
|
-238
|
-3%
|
|
|
137
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.01M
|
+$2.1M
|
+6,799
|
New
|
|
|
138
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2M
|
-$433K
|
-1,403
|
-17%
|
|
|
139
|
Corient Private Wealth
Miami,
Florida
|
$1.98M
|
-$33.3K
|
-108
|
-2%
|
|
|
140
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.84M
|
–
|
–
|
–
|
|
|
141
|
Rockefeller Capital Management
New York
|
$1.79M
|
+$222K
|
+721
|
+13%
|
|
|
142
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.77M
|
+$75.2K
|
+244
|
+4%
|
|
|
143
|
|
$1.75M
|
+$1.82M
|
+5,916
|
New
|
|
|
144
|
Neuberger Berman Group
New York
|
$1.72M
|
–
|
–
|
–
|
|
|
145
|
Verus Wealth Management
De Pere,
Wisconsin
|
$1.7M
|
+$211K
|
+685
|
+13%
|
|
|
146
|
Indivisible Partners
Clearwater,
Florida
|
$1.66M
|
+$55.8K
|
+181
|
+3%
|
|
|
147
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.64M
|
+$1.72M
|
+5,565
|
New
|
|
|
148
|
ETF Portfolio Partners
Leawood,
Kansas
|
$1.62M
|
–
|
–
|
–
|
|
|
149
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.61M
|
-$2.07M
|
-6,704
|
-55%
|
|
|
150
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$1.59M
|
-$139K
|
-452
|
-8%
|
|
