|
126
|
Quantum Financial Advisors
El Segundo,
California
|
$3.33M
|
-$16.7K
|
-536
|
-0.5%
|
|
|
127
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.24M
|
-$12.5K
|
-400
|
-0.4%
|
|
|
128
|
Park Avenue Securities
New York
|
$3.24M
|
+$83.6K
|
+2,685
|
+3%
|
|
|
129
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.19M
|
+$2.92M
|
+93,737
|
+726%
|
|
|
130
|
Helen Stephens Group
Fort Worth,
Texas
|
$3.19M
|
+$20.3K
|
+651
|
+0.6%
|
|
|
131
|
GEM Asset Management
Plymouth,
Michigan
|
$3.09M
|
+$134K
|
+4,309
|
+4%
|
|
|
132
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$3.06M
|
+$51.6K
|
+1,657
|
+2%
|
|
|
133
|
My Personal CFO LLC
Vancouver,
Washington
|
$3.05M
|
+$90.9K
|
+2,920
|
+3%
|
|
|
134
|
Apella Capital
West Hartford,
Connecticut
|
$2.92M
|
+$10.4K
|
+334
|
+0.3%
|
|
|
135
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$2.86M
|
+$52.2K
|
+1,678
|
+2%
|
|
|
136
|
Catalyst Private Wealth
San Mateo,
California
|
$2.66M
|
-$739K
|
-23,722
|
-21%
|
|
|
137
|
UBS Group
Zurich,
Switzerland
|
$2.65M
|
+$922K
|
+29,604
|
+50%
|
|
|
138
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$2.64M
|
–
|
–
|
–
|
|
|
139
|
Meritas Wealth Management
Larkspur,
California
|
$2.63M
|
-$258K
|
-8,275
|
-9%
|
|
|
140
|
Relative Value Partners Group
|
$2.52M
|
+$2.62M
|
+84,015
|
New
|
|
|
141
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$2.51M
|
-$127K
|
-4,074
|
-5%
|
|
|
142
|
Investmark Advisory Group
Shelton,
Connecticut
|
$2.5M
|
+$235K
|
+7,559
|
+10%
|
|
|
143
|
Waterfront Wealth
Overland Park,
Kansas
|
$2.42M
|
+$407K
|
+13,084
|
+19%
|
|
|
144
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.38M
|
+$992K
|
+31,860
|
+67%
|
|
|
145
|
Red Lighthouse Investment Management
New York
|
$2.34M
|
–
|
–
|
–
|
|
|
146
|
Retirement Guys Formula
Maumee,
Ohio
|
$2.33M
|
-$174K
|
-5,582
|
-7%
|
|
|
147
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$2.23M
|
+$181K
|
+5,820
|
+8%
|
|
|
148
|
Greenspring Advisors
Towson,
Maryland
|
$2.2M
|
-$214K
|
-6,880
|
-9%
|
|
|
149
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$2.16M
|
–
|
–
|
–
|
|
|
150
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$2.12M
|
+$559K
|
+17,958
|
+34%
|
|
