|
126
|
Rockefeller Capital Management
New York
|
$2.12M
|
-$564K
|
-11,322
|
-21%
|
|
|
127
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$2.09M
|
+$67.7K
|
+1,358
|
+3%
|
|
|
128
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.06M
|
+$138K
|
+2,778
|
+7%
|
|
|
129
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$2.05M
|
–
|
–
|
–
|
|
|
130
|
Evergreen Wealth Management
Williamston,
Michigan
|
$2.03M
|
+$2.02M
|
+40,582
|
New
|
|
|
131
|
Two West Capital Advisors
Overland Park,
Kansas
|
$2.02M
|
-$61K
|
-1,224
|
-3%
|
|
|
132
|
Plum Street Advisors
New Orleans,
Louisiana
|
$1.99M
|
+$1.77M
|
+35,587
|
+825%
|
|
|
133
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.99M
|
+$171K
|
+3,425
|
+9%
|
|
|
134
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.98M
|
-$64.1K
|
-1,286
|
-3%
|
|
|
135
|
GEN Financial Management
Plymouth,
Minnesota
|
$1.88M
|
+$328K
|
+6,586
|
+21%
|
|
|
136
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.87M
|
+$89.9K
|
+1,805
|
+5%
|
|
|
137
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$1.86M
|
+$240K
|
+4,825
|
+15%
|
|
|
138
|
Lakewood Asset Management
Naperville,
Illinois
|
$1.84M
|
+$470K
|
+9,439
|
+34%
|
|
|
139
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.8M
|
-$254K
|
-5,095
|
-12%
|
|
|
140
|
Signal Tree Financial Partners
Copley,
Ohio
|
$1.8M
|
-$22.1K
|
-443
|
-1%
|
|
|
141
|
Prudent Man Investment Management
Louisville,
Colorado
|
$1.75M
|
–
|
–
|
–
|
|
|
142
|
MontVue Capital Management
Lynchburg,
Virginia
|
$1.75M
|
+$15.1K
|
+304
|
+0.9%
|
|
|
143
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.74M
|
+$1.73M
|
+34,720
|
New
|
|
|
144
|
Root Financial Partners
Encinitas,
California
|
$1.63M
|
+$628K
|
+12,595
|
+63%
|
|
|
145
|
Oppenheimer & Co
New York
|
$1.63M
|
+$1.16M
|
+23,269
|
+250%
|
|
|
146
|
Applied Capital
Little Rock,
Arkansas
|
$1.62M
|
+$9.02K
|
+181
|
+0.6%
|
|
|
147
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$1.58M
|
+$74K
|
+1,486
|
+5%
|
|
|
148
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.56M
|
-$3.05M
|
-61,242
|
-66%
|
|
|
149
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.55M
|
+$35.9K
|
+720
|
+2%
|
|
|
150
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$1.54M
|
+$1.53M
|
+30,765
|
New
|
|
