|
126
|
Pathstone Family Office
Englewood,
New Jersey
|
$2.37M
|
-$1.37M
|
-50,231
|
-36%
|
|
|
127
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$2.37M
|
+$853K
|
+31,393
|
+56%
|
|
|
128
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$2.3M
|
+$1.04M
|
+38,249
|
+81%
|
|
|
129
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$2.12M
|
-$224K
|
-8,239
|
-10%
|
|
|
130
|
Red Lighthouse Investment Management
New York
|
$2.11M
|
+$2.12M
|
+77,983
|
New
|
|
|
131
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$2.1M
|
+$659K
|
+24,231
|
+45%
|
|
|
132
|
Retirement Guys Formula
Maumee,
Ohio
|
$2.07M
|
-$1.82K
|
-67
|
-0.1%
|
|
|
133
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.01M
|
-$2.37M
|
-87,081
|
-54%
|
|
|
134
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$1.96M
|
+$1.97M
|
+72,380
|
New
|
|
|
135
|
Renaissance Technologies
New York
|
$1.87M
|
+$935K
|
+34,400
|
+99%
|
|
|
136
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$1.86M
|
+$1.87M
|
+68,908
|
New
|
|
|
137
|
Weinberger Asset Management
Los Angeles,
California
|
$1.84M
|
+$1.85M
|
+68,191
|
New
|
|
|
138
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.63M
|
+$81.5K
|
+2,998
|
+5%
|
|
|
139
|
Financial Alternatives
La Jolla,
California
|
$1.62M
|
+$1.63M
|
+59,841
|
New
|
|
|
140
|
Ancora Advisors
Cleveland,
Ohio
|
$1.57M
|
-$3.35M
|
-123,314
|
-68%
|
|
|
141
|
Forum Private Client Group
Fishers,
Indiana
|
$1.57M
|
+$77.6K
|
+2,856
|
+5%
|
|
|
142
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.47M
|
+$693K
|
+25,508
|
+99%
|
|
|
143
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.41M
|
–
|
–
|
–
|
|
|
144
|
|
$1.39M
|
-$380K
|
-13,991
|
-21%
|
|
|
145
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.37M
|
-$368K
|
-13,533
|
-61%
|
|
|
146
|
Investmark Advisory Group
Shelton,
Connecticut
|
$1.33M
|
+$1.34M
|
+49,363
|
New
|
|
|
147
|
Burton Enright Welch
Walnut Creek,
California
|
$1.28M
|
-$1.76M
|
-64,895
|
-58%
|
|
|
148
|
Olistico Wealth
Tulsa,
Oklahoma
|
$1.27M
|
+$1.28M
|
+46,971
|
New
|
|
|
149
|
HighTower Advisors
Chicago,
Illinois
|
$1.23M
|
-$56.2K
|
-2,069
|
-4%
|
|
|
150
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.22M
|
-$1.88M
|
-69,037
|
-60%
|
|
