|
126
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$3.08M
|
-$2.53M
|
-86,175
|
-45%
|
|
|
127
|
My Personal CFO LLC
Vancouver,
Washington
|
$3.07M
|
+$331K
|
+11,273
|
+13%
|
|
|
128
|
GEM Asset Management
Plymouth,
Michigan
|
$3.06M
|
+$54K
|
+1,841
|
+2%
|
|
|
129
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$3.03M
|
+$123K
|
+4,196
|
+4%
|
|
|
130
|
Apella Capital
West Hartford,
Connecticut
|
$3.01M
|
+$2.85M
|
+97,273
|
New
|
|
|
131
|
Meritas Wealth Management
Larkspur,
California
|
$2.98M
|
–
|
–
|
–
|
|
|
132
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$2.91M
|
+$34.8K
|
+1,186
|
+1%
|
|
|
133
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$2.87M
|
-$617K
|
-21,034
|
-19%
|
|
|
134
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$2.73M
|
+$440K
|
+14,995
|
+21%
|
|
|
135
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$2.72M
|
-$283K
|
-9,646
|
-10%
|
|
|
136
|
Retirement Guys Formula
Maumee,
Ohio
|
$2.58M
|
+$154K
|
+5,267
|
+7%
|
|
|
137
|
Greenspring Advisors
Towson,
Maryland
|
$2.49M
|
-$226K
|
-7,699
|
-9%
|
|
|
138
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.42M
|
+$60K
|
+2,045
|
+3%
|
|
|
139
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.42M
|
-$29.5K
|
-1,006
|
-1%
|
|
|
140
|
Red Lighthouse Investment Management
New York
|
$2.42M
|
–
|
–
|
–
|
|
|
141
|
Investmark Advisory Group
Shelton,
Connecticut
|
$2.35M
|
+$345K
|
+11,780
|
+18%
|
|
|
142
|
Waterfront Wealth
Overland Park,
Kansas
|
$2.24M
|
+$210K
|
+7,177
|
+11%
|
|
|
143
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$2.23M
|
–
|
–
|
–
|
|
|
144
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$2.13M
|
-$45.2K
|
-1,541
|
-2%
|
|
|
145
|
Olistico Wealth
Tulsa,
Oklahoma
|
$1.97M
|
+$491K
|
+16,737
|
+36%
|
|
|
146
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.95M
|
+$37.1K
|
+1,266
|
+2%
|
|
|
147
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.89M
|
+$119K
|
+4,070
|
+7%
|
|
|
148
|
Forum Private Client Group
Fishers,
Indiana
|
$1.85M
|
+$58.9K
|
+2,008
|
+3%
|
|
|
149
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.84M
|
+$1.74M
|
+59,389
|
New
|
|
|
150
|
UBS Group
Zurich,
Switzerland
|
$1.83M
|
+$1.5M
|
+51,103
|
+654%
|
|
