|
126
|
Pinnacle Associates
New York
|
$12.1M
|
+$178K
|
+5,766
|
+2%
|
|
|
127
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$12.1M
|
+$178K
|
+5,766
|
+2%
|
|
|
128
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$12.1M
|
+$845K
|
+27,362
|
+8%
|
|
|
129
|
Colorado Capital Management
Boulder,
Colorado
|
$12M
|
+$1.74M
|
+56,202
|
+17%
|
|
|
130
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$12M
|
+$1.89M
|
+61,225
|
+19%
|
|
|
131
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$11.9M
|
+$304K
|
+9,847
|
+3%
|
|
|
132
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$11.9M
|
+$67.9K
|
+2,198
|
+0.6%
|
|
|
133
|
Stifel Financial
St. Louis,
Missouri
|
$11.7M
|
+$4.72M
|
+152,807
|
+68%
|
|
|
134
|
Sterling Wealth Advisors
Plantation,
Florida
|
$11.2M
|
+$201K
|
+6,497
|
+2%
|
|
|
135
|
tru Independence
Portland,
Oregon
|
$11.2M
|
-$3.75M
|
-121,580
|
-25%
|
|
|
136
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$11.2M
|
-$1.24M
|
-40,108
|
-10%
|
|
|
137
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$11M
|
-$200K
|
-6,491
|
-2%
|
|
|
138
|
Morling Financial Advisors
Fremont,
California
|
$10.8M
|
+$473K
|
+15,317
|
+5%
|
|
|
139
|
Archvest Wealth Advisors
Concord,
California
|
$10.8M
|
+$635K
|
+20,573
|
+6%
|
|
|
140
|
Liberty Wealth Management
Oakland,
California
|
$10.8M
|
-$2.19M
|
-70,830
|
-17%
|
|
|
141
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$10.6M
|
+$1.87M
|
+60,613
|
+22%
|
|
|
142
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$10.5M
|
+$82.8K
|
+2,681
|
+0.8%
|
|
|
143
|
B&D White Capital Company
Lakeway,
Texas
|
$10.5M
|
+$10.3M
|
+335,113
|
New
|
|
|
144
|
Graver Capital Management
Columbus,
Ohio
|
$10.4M
|
+$493K
|
+15,953
|
+5%
|
|
|
145
|
Mendota Financial Group
Madison,
Wisconsin
|
$10.2M
|
-$3.23M
|
-104,460
|
-24%
|
|
|
146
|
Parkshore Wealth Management
Granite Bay,
California
|
$9.97M
|
+$1.49M
|
+48,385
|
+18%
|
|
|
147
|
Bannerman Wealth Management Group
Lewisville,
Texas
|
$9.92M
|
+$322K
|
+10,437
|
+3%
|
|
|
148
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$9.83M
|
+$1.9M
|
+61,683
|
+24%
|
|
|
149
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$9.75M
|
+$4.59M
|
+148,630
|
+91%
|
|
|
150
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$9.68M
|
-$916K
|
-29,662
|
-9%
|
|
