|
151
|
Heffernan Advisory
Flagstaff,
Arizona
|
$1.2M
|
+$1.2M
|
+24,897
|
New
|
|
|
152
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$1.15M
|
-$94.2K
|
-1,956
|
-8%
|
|
|
153
|
IFP Advisors
Tampa,
Florida
|
$1.12M
|
+$964
|
+20
|
+0.1%
|
|
|
154
|
Blume Capital Management
Berkeley,
California
|
$1.09M
|
–
|
–
|
–
|
|
|
155
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$1.07M
|
+$446K
|
+9,246
|
+71%
|
|
|
156
|
Investmark Advisory Group
Shelton,
Connecticut
|
$1.07M
|
+$8.19K
|
+170
|
+0.8%
|
|
|
157
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$991K
|
-$40.5K
|
-840
|
-4%
|
|
|
158
|
KEB Asset Management
Springfield,
Illinois
|
$912K
|
+$373K
|
+7,746
|
+69%
|
|
|
159
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$904K
|
+$67K
|
+1,391
|
+8%
|
|
|
160
|
Sterling Wealth Advisors
Plantation,
Florida
|
$889K
|
+$48
|
+1
|
+0%
|
|
|
161
|
Claris Advisors
St. Louis,
Missouri
|
$888K
|
+$392K
|
+8,143
|
+79%
|
|
|
162
|
Cogent Private Wealth
Orlando,
Florida
|
$887K
|
+$887K
|
+18,408
|
New
|
|
|
163
|
Pacific Asset Management
Gig Harbor,
Washington
|
$885K
|
+$350K
|
+7,263
|
+65%
|
|
|
164
|
Triune Financial Partners
Overland Park,
Kansas
|
$876K
|
+$415K
|
+8,621
|
+91%
|
|
|
165
|
Safeguard Investment Advisory Group
Corona,
California
|
$864K
|
+$39.9K
|
+829
|
+5%
|
|
|
166
|
ArborFi Advisors
Ann Arbor,
Michigan
|
$859K
|
+$64.1K
|
+1,331
|
+8%
|
|
|
167
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$854K
|
-$138K
|
-2,865
|
-14%
|
|
|
168
|
Financial Plan Inc
Bellingham,
Washington
|
$843K
|
+$843K
|
+17,491
|
New
|
|
|
169
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$814K
|
+$631K
|
+13,097
|
+344%
|
|
|
170
|
JP Wealth Management
Mt. Pleasant,
South Carolina
|
$813K
|
–
|
–
|
–
|
|
|
171
|
|
$792K
|
+$207K
|
+4,306
|
+36%
|
|
|
172
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$780K
|
+$57.8K
|
+1,200
|
+8%
|
|
|
173
|
Kings Path Partners
Sugar Land,
Texas
|
$769K
|
+$148K
|
+3,063
|
+24%
|
|
|
174
|
Crews Bank & Trust
Wauchula,
Florida
|
$757K
|
-$78.8K
|
-1,635
|
-9%
|
|
|
175
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$740K
|
-$34.1K
|
-707
|
-4%
|
|
