|
176
|
TAGStone Capital
Charlotte,
North Carolina
|
$4.79M
|
+$97.5K
|
+1,893
|
+2%
|
|
|
177
|
Shearwater Capital
Denver,
Colorado
|
$4.69M
|
-$135K
|
-2,622
|
-3%
|
|
|
178
|
Park Avenue Securities
New York
|
$4.69M
|
+$982K
|
+19,083
|
+28%
|
|
|
179
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$4.66M
|
-$43.4K
|
-843
|
-1%
|
|
|
180
|
|
$4.63M
|
+$696K
|
+13,529
|
+19%
|
|
|
181
|
Pioneer Wealth Management Group
Austin,
Texas
|
$4.5M
|
+$1.29M
|
+25,142
|
+44%
|
|
|
182
|
Berkeley Inc
Boise,
Idaho
|
$4.46M
|
+$487K
|
+9,451
|
+13%
|
|
|
183
|
Wealthstream Advisors
New York
|
$4.45M
|
-$34.9K
|
-677
|
-0.8%
|
|
|
184
|
Soundmark Wealth Management
Kirkland,
Washington
|
$4.31M
|
-$274K
|
-5,327
|
-6%
|
|
|
185
|
Claris Advisors
St. Louis,
Missouri
|
$4.25M
|
-$62.8K
|
-1,220
|
-2%
|
|
|
186
|
Shira Ridge Wealth Management
Larkspur,
California
|
$4.21M
|
-$80.4K
|
-1,561
|
-2%
|
|
|
187
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$4.15M
|
-$127K
|
-2,459
|
-3%
|
|
|
188
|
Bay Colony Advisors
Concord,
Massachusetts
|
$4.12M
|
+$1.26M
|
+24,572
|
+48%
|
|
|
189
|
Hartline Investment Corp
Winnetka,
Illinois
|
$4.12M
|
+$3.9M
|
+75,665
|
New
|
|
|
190
|
Level Financial Advisors
East Amherst,
New York
|
$4.1M
|
-$84.8K
|
-1,647
|
-2%
|
|
|
191
|
Valued Wealth Advisors
Holladay,
Utah
|
$4.09M
|
-$11.7M
|
-227,679
|
-75%
|
|
|
192
|
True Wealth Design
Akron,
Ohio
|
$4.06M
|
-$67.5K
|
-1,312
|
-2%
|
|
|
193
|
Evensky & Katz
Coral Gables,
Florida
|
$4.05M
|
+$5.2K
|
+101
|
+0.1%
|
|
|
194
|
City State Bank
Norwalk,
Iowa
|
$4.04M
|
+$361K
|
+7,021
|
+10%
|
|
|
195
|
BetterWealth
San Jose,
California
|
$3.93M
|
-$212K
|
-4,120
|
-5%
|
|
|
196
|
Efficient Advisors
Mason,
Ohio
|
$3.83M
|
+$344K
|
+6,673
|
+10%
|
|
|
197
|
SC&H Financial Advisors
Sparks,
Maryland
|
$3.75M
|
+$69.7K
|
+1,354
|
+2%
|
|
|
198
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.74M
|
-$56.8K
|
-1,104
|
-2%
|
|
|
199
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.72M
|
-$1.16M
|
-22,523
|
-25%
|
|
|
200
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.72M
|
+$649K
|
+12,610
|
+23%
|
|
