|
151
|
Fielder Capital Group
Nashville,
Tennessee
|
$3.93M
|
+$151K
|
+1,783
|
+4%
|
|
|
152
|
Prosperity Financial Group
San Ramon,
California
|
$3.87M
|
+$3.17M
|
+37,501
|
+658%
|
|
|
153
|
Trademark Financial Management
Bloomington,
Minnesota
|
$3.84M
|
-$4.61M
|
-54,579
|
-56%
|
|
|
154
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.84M
|
+$31.7K
|
+375
|
+0.9%
|
|
|
155
|
Seed Wealth Management
Evanston,
Illinois
|
$3.8M
|
+$30.4K
|
+360
|
+0.9%
|
|
|
156
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.64M
|
+$87.9K
|
+1,041
|
+3%
|
|
|
157
|
Visionary Horizons
Knoxville,
Tennessee
|
$3.35M
|
+$68.8K
|
+815
|
+2%
|
|
|
158
|
Rockefeller Capital Management
New York
|
$3.29M
|
-$268K
|
-3,168
|
-8%
|
|
|
159
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$3.25M
|
–
|
–
|
–
|
|
|
160
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.25M
|
+$3.07M
|
+36,310
|
New
|
|
|
161
|
Summit X LLC
Chesterfield,
Missouri
|
$3.22M
|
+$390K
|
+4,614
|
+15%
|
|
|
162
|
Triune Financial Partners
Overland Park,
Kansas
|
$3.21M
|
+$8.87K
|
+105
|
+0.3%
|
|
|
163
|
Facet Wealth Inc
Baltimore,
Maryland
|
$3.02M
|
-$1.12M
|
-13,270
|
-28%
|
|
|
164
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.94M
|
+$11.7K
|
+139
|
+0.4%
|
|
|
165
|
Prosperity Planning
Kansas City,
Missouri
|
$2.86M
|
+$338
|
+4
|
+0%
|
|
|
166
|
Integrity Wealth Solutions
Denver,
Colorado
|
$2.83M
|
+$91.7K
|
+1,086
|
+4%
|
|
|
167
|
Elevation Wealth Partners
Santa Rosa,
California
|
$2.8M
|
+$20.3K
|
+240
|
+0.8%
|
|
|
168
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$2.67M
|
-$22.1K
|
-262
|
-0.9%
|
|
|
169
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.67M
|
+$264K
|
+3,130
|
+12%
|
|
|
170
|
SageView Advisory Group
Newport Beach,
California
|
$2.64M
|
-$3.29K
|
-39
|
-0.1%
|
|
|
171
|
Silverlake Wealth Management
Williston,
Vermont
|
$2.63M
|
+$28.5K
|
+338
|
+1%
|
|
|
172
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.58M
|
+$398K
|
+4,713
|
+20%
|
|
|
173
|
KWB Wealth
Redlands,
California
|
$2.57M
|
-$100K
|
-1,188
|
-4%
|
|
|
174
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$2.51M
|
+$1.5M
|
+17,767
|
+173%
|
|
|
175
|
Sollinda Capital Management
Miami,
Florida
|
$2.47M
|
+$235K
|
+2,788
|
+11%
|
|
