|
151
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$615K
|
-$40.4K
|
-705
|
-6%
|
|
|
152
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$597K
|
+$44.4K
|
+774
|
+8%
|
|
|
153
|
Prospera Financial Services
Dallas,
Texas
|
$593K
|
+$11.2K
|
+196
|
+2%
|
|
|
154
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$590K
|
+$3.44K
|
+60
|
+0.6%
|
|
|
155
|
Sentinus LLC
Oak Brook,
Illinois
|
$574K
|
+$776K
|
+13,533
|
+147%
|
|
|
156
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$564K
|
+$32.1K
|
+560
|
+6%
|
|
|
157
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$559K
|
-$21K
|
-366
|
-4%
|
|
|
158
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$548K
|
+$6.08K
|
+106
|
+1%
|
|
|
159
|
EFG Asset Management (Americas)
Miami,
Florida
|
$547K
|
+$3.96K
|
+69
|
+0.8%
|
|
|
160
|
New Capital Management
Houston,
Texas
|
$542K
|
+$12K
|
+210
|
+2%
|
|
|
161
|
Modera Wealth Management
Westwood,
New Jersey
|
$534K
|
+$23K
|
+401
|
+5%
|
|
|
162
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$534K
|
-$12K
|
-210
|
-2%
|
|
|
163
|
RHS Financial
San Francisco,
California
|
$533K
|
+$516K
|
+9,000
|
New
|
|
|
164
|
Sunbelt Securities
Houston,
Texas
|
$530K
|
-$82.6K
|
-1,440
|
-14%
|
|
|
165
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$530K
|
–
|
–
|
–
|
|
|
166
|
World Investment Advisors
Santa Barbara,
California
|
$528K
|
+$266K
|
+4,634
|
+108%
|
|
|
167
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$521K
|
–
|
–
|
–
|
|
|
168
|
Concurrent Investment Advisors
Tampa,
Florida
|
$515K
|
+$10.8K
|
+188
|
+2%
|
|
|
169
|
Boston Research & Management
Manchester,
Massachusetts
|
$511K
|
+$5.16K
|
+90
|
+1%
|
|
|
170
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$510K
|
+$2.35K
|
+41
|
+0.5%
|
|
|
171
|
NewEdge Advisors
New Orleans,
Louisiana
|
$508K
|
-$128K
|
-2,224
|
-21%
|
|
|
172
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$502K
|
–
|
–
|
–
|
|
|
173
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$496K
|
+$237K
|
+4,142
|
+98%
|
|
|
174
|
Oxford Financial Group
Carmel,
Indiana
|
$494K
|
-$319K
|
-5,569
|
-40%
|
|
|
175
|
Brio Consultants
San Francisco,
California
|
$492K
|
+$31.1K
|
+542
|
+7%
|
|
