|
151
|
TAGStone Capital
Charlotte,
North Carolina
|
$450K
|
-$1.67K
|
-56
|
-0.4%
|
|
|
152
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$450K
|
–
|
–
|
–
|
|
|
153
|
Sensible Money
Scottsdale,
Arizona
|
$440K
|
+$56K
|
+1,881
|
+15%
|
|
|
154
|
Asset Dedication LLC
San Francisco,
California
|
$438K
|
+$58.3K
|
+1,958
|
+16%
|
|
|
155
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$432K
|
+$147K
|
+4,946
|
+55%
|
|
|
156
|
KEB Asset Management
Springfield,
Illinois
|
$410K
|
–
|
–
|
–
|
|
|
157
|
Willow Creek Wealth Management
Sebastopol,
California
|
$396K
|
-$25.4K
|
-854
|
-6%
|
|
|
158
|
SYM Financial Corp
Winona Lake,
Indiana
|
$387K
|
–
|
–
|
–
|
|
|
159
|
Warner Financial
Bethesda,
Maryland
|
$385K
|
+$1.61K
|
+54
|
+0.4%
|
|
|
160
|
MML Investors Services
Springfield,
Massachusetts
|
$368K
|
+$74.5K
|
+2,500
|
+26%
|
|
|
161
|
Tortoise Investment Management
White Plains,
New York
|
$363K
|
+$52.1K
|
+1,750
|
+17%
|
|
|
162
|
RCS Financial Planning
Annapolis,
Maryland
|
$359K
|
+$1.82K
|
+61
|
+0.5%
|
|
|
163
|
Quantinno Capital Management
New York
|
$351K
|
+$339K
|
+11,389
|
New
|
|
|
164
|
Quadcap Wealth Management
Frisco,
Texas
|
$330K
|
+$102K
|
+3,419
|
+47%
|
|
|
165
|
Americana Partners
Houston,
Texas
|
$327K
|
–
|
–
|
–
|
|
|
166
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$324K
|
+$20.3K
|
+682
|
+7%
|
|
|
167
|
Hilltop Holdings
Dallas,
Texas
|
$315K
|
-$30.5K
|
-1,025
|
-9%
|
|
|
168
|
Stifel Financial
St. Louis,
Missouri
|
$285K
|
-$5.69K
|
-191
|
-2%
|
|
|
169
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$285K
|
-$27.9K
|
-935
|
-9%
|
|
|
170
|
Old Mission Capital
Chicago,
Illinois
|
$283K
|
+$273K
|
+9,173
|
New
|
|
|
171
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$277K
|
+$268K
|
+9,001
|
New
|
|
|
172
|
Choreo LLC
Rockford,
Illinois
|
$276K
|
+$5.6K
|
+188
|
+2%
|
|
|
173
|
SOL Capital Management
Rockville,
Maryland
|
$269K
|
+$9.23K
|
+310
|
+4%
|
|
|
174
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$263K
|
+$28.8K
|
+967
|
+13%
|
|
|
175
|
Family CFO
Los Altos,
California
|
$261K
|
–
|
–
|
–
|
|
