|
151
|
Asset Dedication LLC
San Francisco,
California
|
$941K
|
-$14.1K
|
-250
|
-1%
|
|
|
152
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$939K
|
+$943K
|
+16,756
|
New
|
|
|
153
|
Prospera Financial Services
Dallas,
Texas
|
$931K
|
–
|
–
|
–
|
|
|
154
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$925K
|
+$22.6K
|
+402
|
+2%
|
|
|
155
|
Beta Wealth Group
San Diego,
California
|
$923K
|
+$927K
|
+16,463
|
New
|
|
|
156
|
Retirement Guys Formula
Maumee,
Ohio
|
$918K
|
+$922K
|
+16,378
|
New
|
|
|
157
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$911K
|
+$662K
|
+11,762
|
+262%
|
|
|
158
|
Waterfront Wealth
Overland Park,
Kansas
|
$884K
|
+$10.9K
|
+194
|
+1%
|
|
|
159
|
RGT Wealth Advisors
Dallas,
Texas
|
$874K
|
+$148K
|
+2,630
|
+20%
|
|
|
160
|
Avior Wealth Management
Omaha,
Nebraska
|
$865K
|
-$8.56K
|
-152
|
-1%
|
|
|
161
|
Advisory Services & Investments
Bend,
Oregon
|
$859K
|
+$12.8K
|
+228
|
+2%
|
|
|
162
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$846K
|
–
|
–
|
–
|
|
|
163
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$841K
|
+$140K
|
+2,489
|
+20%
|
|
|
164
|
Valeo Financial Advisors
Carmel,
Indiana
|
$840K
|
+$844K
|
+14,990
|
New
|
|
|
165
|
SVB Wealth
Boston,
Massachusetts
|
$835K
|
+$197K
|
+3,507
|
+31%
|
|
|
166
|
|
$835K
|
+$3.28M
|
+58,343
|
New
|
|
|
167
|
Relative Value Partners Group
|
$824K
|
+$827K
|
+14,692
|
New
|
|
|
168
|
Warwick Investment Management
Bryan,
Texas
|
$820K
|
+$1.13K
|
+20
|
+0.1%
|
|
|
169
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$815K
|
+$23.3K
|
+413
|
+3%
|
|
|
170
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$780K
|
-$47.7K
|
-847
|
-6%
|
|
|
171
|
SJS Investment Consulting
Sylvania,
Ohio
|
$735K
|
-$17.1K
|
-303
|
-2%
|
|
|
172
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$734K
|
–
|
–
|
–
|
|
|
173
|
Collective Family Office
York,
Pennsylvania
|
$727K
|
+$730K
|
+12,963
|
New
|
|
|
174
|
Peavine Capital
Reno,
Nevada
|
$723K
|
–
|
–
|
–
|
|
|
175
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$705K
|
+$266K
|
+4,729
|
+60%
|
|
