|
126
|
Canopy Partners
Cincinnati,
Ohio
|
$5.48M
|
+$3.27M
|
+90,046
|
+160%
|
|
|
127
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.31M
|
-$2.77M
|
-76,181
|
-35%
|
|
|
128
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5.3M
|
+$216K
|
+5,954
|
+4%
|
|
|
129
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$5.28M
|
+$76.1K
|
+2,094
|
+2%
|
|
|
130
|
Hardy Reed
Tupelo,
Mississippi
|
$5.28M
|
-$54.4K
|
-1,497
|
-1%
|
|
|
131
|
HFG Wealth Management
The Woodlands,
Texas
|
$5.2M
|
+$452K
|
+12,436
|
+10%
|
|
|
132
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$5.19M
|
-$68.8K
|
-1,893
|
-1%
|
|
|
133
|
Mattern Wealth Management
Lawrence,
Kansas
|
$5.1M
|
+$291K
|
+8,018
|
+6%
|
|
|
134
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$4.98M
|
-$446K
|
-12,284
|
-8%
|
|
|
135
|
Retirement Solution
Redmond,
Washington
|
$4.92M
|
-$164K
|
-4,515
|
-3%
|
|
|
136
|
Cypress Point Wealth Management
Dallas,
Texas
|
$4.9M
|
-$28.5K
|
-784
|
-0.6%
|
|
|
137
|
Annapolis Financial Services
Annapolis,
Maryland
|
$4.79M
|
-$1.53M
|
-42,020
|
-25%
|
|
|
138
|
GEM Asset Management
Plymouth,
Michigan
|
$4.67M
|
+$155K
|
+4,265
|
+4%
|
|
|
139
|
Rather & Kittrell
Knoxville,
Tennessee
|
$4.61M
|
-$142K
|
-3,896
|
-3%
|
|
|
140
|
Signature Resources Capital Management
Newport Beach,
California
|
$4.51M
|
+$2.04K
|
+56
|
+0%
|
|
|
141
|
My Personal CFO LLC
Vancouver,
Washington
|
$4.48M
|
+$122K
|
+3,358
|
+3%
|
|
|
142
|
Andrews Lucia Wealth Management
Danville,
California
|
$4.44M
|
–
|
–
|
–
|
|
|
143
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$4.28M
|
-$61.6K
|
-1,695
|
-1%
|
|
|
144
|
Park Avenue Securities
New York
|
$4.25M
|
+$192K
|
+5,273
|
+5%
|
|
|
145
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.16M
|
+$90.3K
|
+2,485
|
+2%
|
|
|
146
|
RFG Advisory
Birmingham,
Alabama
|
$4.08M
|
-$38.2K
|
-1,050
|
-1%
|
|
|
147
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4.07M
|
+$2.14K
|
+59
|
+0.1%
|
|
|
148
|
Kestra Advisory Services
Austin,
Texas
|
$4.02M
|
-$224K
|
-6,158
|
-5%
|
|
|
149
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$4.02M
|
+$1.43M
|
+39,428
|
+58%
|
|
|
150
|
Helen Stephens Group
Fort Worth,
Texas
|
$4.01M
|
-$179K
|
-4,912
|
-4%
|
|
