|
151
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$7.35M
|
-$9.24K
|
-365
|
-0.1%
|
|
|
152
|
Cedar Wealth Management
Walnut Creek,
California
|
$7.04M
|
–
|
–
|
–
|
|
|
153
|
Pathstone Family Office
Englewood,
New Jersey
|
$7M
|
+$7.6M
|
+300,276
|
New
|
|
|
154
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$6.88M
|
–
|
–
|
–
|
|
|
155
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$6.75M
|
-$69.5M
|
-2,743,420
|
-90%
|
|
|
156
|
Aspiriant LLC
Los Angeles,
California
|
$6.57M
|
-$116K
|
-4,580
|
-2%
|
|
|
157
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$6.54M
|
-$6.66K
|
-263
|
-0.1%
|
|
|
158
|
Safeguard Investment Advisory Group
Corona,
California
|
$6.5M
|
+$5.97M
|
+235,726
|
New
|
|
|
159
|
Fort Point Capital Partners
San Francisco,
California
|
$6.19M
|
+$36.6K
|
+1,446
|
+0.5%
|
|
|
160
|
1900 Wealth Management
San Antonio,
Texas
|
$6.12M
|
+$414K
|
+16,359
|
+7%
|
|
|
161
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$6.11M
|
+$853K
|
+33,684
|
+15%
|
|
|
162
|
RFG Advisory
Birmingham,
Alabama
|
$6.05M
|
+$4.25M
|
+167,750
|
+239%
|
|
|
163
|
WealthSource Partners
San Luis Obispo,
California
|
$6M
|
+$2.9M
|
+114,642
|
+80%
|
|
|
164
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$5.88M
|
+$2.27M
|
+89,747
|
+63%
|
|
|
165
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$5.7M
|
+$2.45M
|
+96,704
|
+65%
|
|
|
166
|
Silver Oak Advisory Group
Portland,
Oregon
|
$5.61M
|
-$127K
|
-5,030
|
-2%
|
|
|
167
|
Investmark Advisory Group
Shelton,
Connecticut
|
$5.31M
|
-$134K
|
-5,293
|
-2%
|
|
|
168
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$5.08M
|
-$724K
|
-28,606
|
-12%
|
|
|
169
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$5.06M
|
-$95.9K
|
-3,789
|
-2%
|
|
|
170
|
American Portfolios Advisors
Holbrook,
New York
|
$4.97M
|
-$208K
|
-8,229
|
-4%
|
|
|
171
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.82M
|
+$112K
|
+4,436
|
+2%
|
|
|
172
|
WR Wealth Planners
Columbia,
Missouri
|
$4.81M
|
+$895K
|
+35,332
|
+21%
|
|
|
173
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$4.73M
|
-$157K
|
-6,220
|
-3%
|
|
|
174
|
Five Oceans Advisors
Santa Monica,
California
|
$4.73M
|
+$1.99M
|
+78,454
|
+63%
|
|
|
175
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.6M
|
+$545K
|
+21,543
|
+12%
|
|
