|
126
|
Trilogy Capital
Irvine,
California
|
$2.3M
|
+$461K
|
+8,013
|
+24%
|
|
|
127
|
SOL Capital Management
Rockville,
Maryland
|
$2.29M
|
-$201K
|
-3,495
|
-8%
|
|
|
128
|
Waterfront Wealth
Overland Park,
Kansas
|
$2.25M
|
+$175K
|
+3,038
|
+8%
|
|
|
129
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.12M
|
+$452K
|
+7,857
|
+26%
|
|
|
130
|
Sterneck Capital Management
Kansas City,
Missouri
|
$2.07M
|
-$192K
|
-3,338
|
-8%
|
|
|
131
|
Austin Asset Management
Austin,
Texas
|
$2.02M
|
+$122K
|
+2,115
|
+6%
|
|
|
132
|
Abacus Planning Group
Columbia,
South Carolina
|
$2M
|
–
|
–
|
–
|
|
|
133
|
Private Advisor Group
Morristown,
New Jersey
|
$1.98M
|
-$7.82K
|
-136
|
-0.4%
|
|
|
134
|
Orion Capital Management
Coronado,
California
|
$1.96M
|
+$991K
|
+17,236
|
+95%
|
|
|
135
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$1.92M
|
+$52.7K
|
+917
|
+3%
|
|
|
136
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.91M
|
+$25.4K
|
+442
|
+1%
|
|
|
137
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.88M
|
+$2.24K
|
+39
|
+0.1%
|
|
|
138
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.86M
|
+$1.29M
|
+22,407
|
+203%
|
|
|
139
|
Forum Financial Management
Lombard,
Illinois
|
$1.71M
|
+$118K
|
+2,051
|
+7%
|
|
|
140
|
SageView Advisory Group
Newport Beach,
California
|
$1.62M
|
+$94.8K
|
+1,650
|
+6%
|
|
|
141
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.57M
|
+$65.7K
|
+1,144
|
+4%
|
|
|
142
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.5M
|
+$31.6K
|
+550
|
+2%
|
|
|
143
|
Mariner
Overland Park,
Kansas
|
$1.46M
|
-$79.6K
|
-1,385
|
-5%
|
|
|
144
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.46M
|
+$52.4K
|
+911
|
+4%
|
|
|
145
|
Tortoise Investment Management
White Plains,
New York
|
$1.45M
|
+$32.6K
|
+568
|
+2%
|
|
|
146
|
Waverly Advisors
Birmingham,
Alabama
|
$1.44M
|
+$25.2K
|
+438
|
+2%
|
|
|
147
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.39M
|
–
|
–
|
–
|
|
|
148
|
LAM Group
Lake Oswego,
Oregon
|
$1.36M
|
-$4.31K
|
-75
|
-0.3%
|
|
|
149
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.36M
|
+$183K
|
+3,182
|
+15%
|
|
|
150
|
Zhang Financial
Portage,
Michigan
|
$1.35M
|
+$1.4M
|
+24,305
|
New
|
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