|
151
|
Fermata Advisors
Sonoma,
California
|
$3.06M
|
-$2.13M
|
-77,750
|
-41%
|
|
|
152
|
FinDec Wealth Services
Stockton,
California
|
$3.03M
|
+$168K
|
+6,130
|
+6%
|
|
|
153
|
Tortoise Investment Management
White Plains,
New York
|
$2.99M
|
+$216K
|
+7,898
|
+8%
|
|
|
154
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$2.83M
|
+$1.03M
|
+37,458
|
+56%
|
|
|
155
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.81M
|
+$48.5K
|
+1,773
|
+2%
|
|
|
156
|
CPA Asset Management
West Palm Beach,
Florida
|
$2.81M
|
-$56.2K
|
-2,054
|
-2%
|
|
|
157
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.78M
|
+$2.34M
|
+85,406
|
+518%
|
|
|
158
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.77M
|
+$971K
|
+35,473
|
+54%
|
|
|
159
|
Ancora Advisors
Cleveland,
Ohio
|
$2.74M
|
+$303K
|
+11,090
|
+12%
|
|
|
160
|
RFG Advisory
Birmingham,
Alabama
|
$2.73M
|
+$102K
|
+3,744
|
+4%
|
|
|
161
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.66M
|
+$664K
|
+24,264
|
+33%
|
|
|
162
|
Catalyst Private Wealth
San Mateo,
California
|
$2.64M
|
-$153K
|
-5,594
|
-5%
|
|
|
163
|
LPL Financial
San Diego,
California
|
$2.64M
|
+$834K
|
+30,483
|
+46%
|
|
|
164
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.61M
|
-$369K
|
-13,489
|
-12%
|
|
|
165
|
SOL Capital Management
Rockville,
Maryland
|
$2.54M
|
+$126K
|
+4,610
|
+5%
|
|
|
166
|
R.W. Roge & Company
Bohemia,
New York
|
$2.45M
|
+$2.05M
|
+74,799
|
+505%
|
|
|
167
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$2.39M
|
-$915K
|
-33,422
|
-28%
|
|
|
168
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.36M
|
+$300K
|
+10,968
|
+15%
|
|
|
169
|
Shearwater Capital
Denver,
Colorado
|
$2.29M
|
-$9.74K
|
-356
|
-0.4%
|
|
|
170
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.25M
|
-$207K
|
-7,564
|
-8%
|
|
|
171
|
Atria Investments
Charlotte,
North Carolina
|
$2.2M
|
+$416K
|
+15,187
|
+23%
|
|
|
172
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$2.17M
|
+$2.17M
|
+79,427
|
New
|
|
|
173
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.16M
|
-$224K
|
-8,185
|
-9%
|
|
|
174
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.15M
|
+$140K
|
+5,099
|
+7%
|
|
|
175
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$2.06M
|
-$428K
|
-15,646
|
-17%
|
|
