|
126
|
Osaic Holdings
Scottsdale,
Arizona
|
$766K
|
+$104K
|
+3,569
|
+16%
|
|
|
127
|
BluePointe Capital Management
Menlo Park,
California
|
$756K
|
+$219K
|
+7,532
|
+40%
|
|
|
128
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$708K
|
+$712K
|
+24,478
|
New
|
|
|
129
|
Apella Capital
West Hartford,
Connecticut
|
$699K
|
+$708K
|
+24,356
|
New
|
|
|
130
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$631K
|
-$17K
|
-586
|
-3%
|
|
|
131
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$591K
|
+$131K
|
+4,516
|
+28%
|
|
|
132
|
Aire Advisors
Beverly Hills,
California
|
$568K
|
+$11.4K
|
+393
|
+2%
|
|
|
133
|
Park Avenue Securities
New York
|
$533K
|
+$537K
|
+18,453
|
New
|
|
|
134
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$503K
|
-$13.1K
|
-450
|
-3%
|
|
|
135
|
Flow Traders U.S.
New York
|
$501K
|
+$504K
|
+17,337
|
New
|
|
|
136
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$484K
|
+$144K
|
+4,936
|
+42%
|
|
|
137
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$428K
|
+$430K
|
+14,787
|
New
|
|
|
138
|
TAGStone Capital
Charlotte,
North Carolina
|
$424K
|
+$426K
|
+14,658
|
New
|
|
|
139
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$422K
|
–
|
–
|
–
|
|
|
140
|
My Personal CFO LLC
Vancouver,
Washington
|
$412K
|
–
|
–
|
–
|
|
|
141
|
Willow Creek Wealth Management
Sebastopol,
California
|
$396K
|
–
|
–
|
–
|
|
|
142
|
KEB Asset Management
Springfield,
Illinois
|
$385K
|
–
|
–
|
–
|
|
|
143
|
SYM Financial Corp
Winona Lake,
Indiana
|
$364K
|
-$14.5K
|
-498
|
-4%
|
|
|
144
|
Warner Financial
Bethesda,
Maryland
|
$359K
|
+$1.54K
|
+53
|
+0.4%
|
|
|
145
|
Sensible Money
Scottsdale,
Arizona
|
$359K
|
+$4.22K
|
+145
|
+1%
|
|
|
146
|
Asset Dedication LLC
San Francisco,
California
|
$355K
|
–
|
–
|
–
|
|
|
147
|
Avior Wealth Management
Omaha,
Nebraska
|
$351K
|
+$353K
|
+12,129
|
New
|
|
|
148
|
LJI Wealth Management
Indianapolis,
Indiana
|
$348K
|
+$350K
|
+12,048
|
New
|
|
|
149
|
RCS Financial Planning
Annapolis,
Maryland
|
$335K
|
-$18K
|
-620
|
-5%
|
|
|
150
|
Hilltop Holdings
Dallas,
Texas
|
$325K
|
-$46K
|
-1,582
|
-12%
|
|
