|
151
|
SkyOak Wealth
Southfield,
Michigan
|
$1.54M
|
–
|
–
|
–
|
|
|
152
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$1.52M
|
-$106K
|
-1,473
|
-7%
|
|
|
153
|
Occidental Asset Management
Burlingame,
California
|
$1.49M
|
-$18.6K
|
-259
|
-1%
|
|
|
154
|
MGO One Seven
Beachwood,
Ohio
|
$1.48M
|
+$599K
|
+8,365
|
+71%
|
|
|
155
|
WhitTier Trust Company
Reno,
Nevada
|
$1.48M
|
–
|
–
|
–
|
|
|
156
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.47M
|
+$1.22M
|
+16,965
|
+545%
|
|
|
157
|
CVA Family Office
Denver,
Colorado
|
$1.45M
|
+$39.5K
|
+551
|
+3%
|
|
|
158
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.45M
|
-$1.13M
|
-15,704
|
-44%
|
|
|
159
|
EP Wealth Advisors
Torrance,
California
|
$1.45M
|
+$14.9K
|
+208
|
+1%
|
|
|
160
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.44M
|
-$45.6K
|
-636
|
-3%
|
|
|
161
|
Foresight Capital Management Advisors
Saline,
Michigan
|
$1.43M
|
+$1.4M
|
+19,577
|
New
|
|
|
162
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$1.43M
|
+$1.4M
|
+19,577
|
New
|
|
|
163
|
Prospera Financial Services
Dallas,
Texas
|
$1.43M
|
+$34.7K
|
+484
|
+3%
|
|
|
164
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.41M
|
-$63.3K
|
-883
|
-4%
|
|
|
165
|
Independent Financial Group
San Diego,
California
|
$1.4M
|
-$111K
|
-1,544
|
-7%
|
|
|
166
|
Capital City Trust
Tallahassee,
Florida
|
$1.39M
|
–
|
–
|
–
|
|
|
167
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.38M
|
+$924K
|
+12,894
|
+213%
|
|
|
168
|
Howard Capital Management
Roswell,
Georgia
|
$1.36M
|
+$1.09M
|
+15,199
|
+452%
|
|
|
169
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.35M
|
+$503K
|
+7,019
|
+61%
|
|
|
170
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.33M
|
-$353K
|
-4,930
|
-21%
|
|
|
171
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.32M
|
+$20.3K
|
+284
|
+2%
|
|
|
172
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$1.3M
|
+$1.28M
|
+17,890
|
New
|
|
|
173
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$1.3M
|
-$125K
|
-1,738
|
-9%
|
|
|
174
|
Towerpoint Wealth
Sacramento,
California
|
$1.28M
|
-$6.95K
|
-97
|
-0.5%
|
|
|
175
|
Win Advisors
Palm Beach Gardens,
Florida
|
$1.26M
|
+$1.24M
|
+17,314
|
New
|
|
