|
176
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.27M
|
–
|
–
|
–
|
|
|
177
|
Orin Green Financial
San Diego,
California
|
$1.25M
|
+$1.36M
|
+31,158
|
New
|
|
|
178
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.25M
|
+$26.4K
|
+606
|
+2%
|
|
|
179
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.24M
|
-$44.4K
|
-1,020
|
-3%
|
|
|
180
|
Pine Valley Investments
Marlton,
New Jersey
|
$1.22M
|
+$122K
|
+2,798
|
+11%
|
|
|
181
|
Curtis Advisory Group
Santa Barbara,
California
|
$1.21M
|
-$4.14K
|
-95
|
-0.3%
|
|
|
182
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.21M
|
+$16.6K
|
+382
|
+1%
|
|
|
183
|
Calton & Associates
Tampa,
Florida
|
$1.2M
|
+$715K
|
+16,433
|
+145%
|
|
|
184
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.19M
|
–
|
–
|
–
|
|
|
185
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$1.19M
|
-$5.94M
|
-136,479
|
-82%
|
|
|
186
|
Chris Bulman
Roseville,
California
|
$1.17M
|
+$1.18M
|
+27,129
|
New
|
|
|
187
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.17M
|
+$1.17M
|
+26,943
|
New
|
|
|
188
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$1.12M
|
–
|
–
|
–
|
|
|
189
|
IEQ Capital
Foster City,
California
|
$1.12M
|
+$20.5K
|
+471
|
+2%
|
|
|
190
|
Mission Wealth Management
Santa Barbara,
California
|
$1.1M
|
-$8.36K
|
-192
|
-0.8%
|
|
|
191
|
Atria Investments
Charlotte,
North Carolina
|
$991K
|
-$81.9K
|
-1,882
|
-8%
|
|
|
192
|
Meridian Wealth Management
Lexington,
Kentucky
|
$968K
|
+$100K
|
+2,305
|
+11%
|
|
|
193
|
Wealthspire Advisors (New York)
New York
|
$958K
|
+$482K
|
+11,064
|
+100%
|
|
|
194
|
Manchester Capital Management
Manchester,
Vermont
|
$943K
|
–
|
–
|
–
|
|
|
195
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$939K
|
+$263K
|
+6,046
|
+35%
|
|
|
196
|
Nova Wealth Management
Bonita Springs,
Florida
|
$904K
|
-$247K
|
-5,663
|
-21%
|
|
|
197
|
Independent Financial Group
San Diego,
California
|
$903K
|
+$156K
|
+3,577
|
+21%
|
|
|
198
|
LVW Advisors
Pittsford,
New York
|
$888K
|
–
|
–
|
–
|
|
|
199
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$884K
|
-$18.8K
|
-432
|
-2%
|
|
|
200
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$870K
|
+$4.35K
|
+100
|
+0.5%
|
|
