|
151
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$463K
|
+$491K
|
+10,929
|
New
|
|
|
152
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$459K
|
-$3.42K
|
-76
|
-0.7%
|
|
|
153
|
Passive Capital Management
Baltimore,
Maryland
|
$458K
|
–
|
–
|
–
|
|
|
154
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$450K
|
-$27.1K
|
-602
|
-6%
|
|
|
155
|
Penobscot Wealth Management
Portland,
Maine
|
$449K
|
+$84.9K
|
+1,889
|
+23%
|
|
|
156
|
Squire Investment Management Company
Orem,
Utah
|
$448K
|
+$447K
|
+9,937
|
New
|
|
|
157
|
Envision Financial Planning
Memphis,
Tennessee
|
$443K
|
+$494
|
+11
|
+0.1%
|
|
|
158
|
Envestnet Asset Management
Chicago,
Illinois
|
$442K
|
+$67.6K
|
+1,504
|
+18%
|
|
|
159
|
Mariner
Overland Park,
Kansas
|
$436K
|
+$5.26K
|
+117
|
+1%
|
|
|
160
|
Define Financial
San Diego,
California
|
$417K
|
+$4.58K
|
+102
|
+1%
|
|
|
161
|
Outbound Financial Inc
Boulder,
Colorado
|
$415K
|
+$3.55K
|
+79
|
+0.9%
|
|
|
162
|
Altiora Financial Group
Lebanon,
Ohio
|
$410K
|
–
|
–
|
–
|
|
|
163
|
Physician Wealth Advisors
Midvale,
Utah
|
$410K
|
–
|
–
|
–
|
|
|
164
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$392K
|
+$36.2K
|
+805
|
+10%
|
|
|
165
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$392K
|
+$391K
|
+8,695
|
New
|
|
|
166
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$392K
|
+$132K
|
+2,930
|
+51%
|
|
|
167
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$380K
|
-$419K
|
-9,326
|
-53%
|
|
|
168
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$357K
|
+$405
|
+9
|
+0.1%
|
|
|
169
|
Winter & Associates
St. Paul,
Minnesota
|
$354K
|
+$353K
|
+7,860
|
New
|
|
|
170
|
Ruedi Wealth Management
Champaign,
Illinois
|
$345K
|
+$7.73K
|
+172
|
+2%
|
|
|
171
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$344K
|
-$61.1K
|
-1,359
|
-15%
|
|
|
172
|
Cardiff Park Advisors
Carlsbad,
California
|
$341K
|
+$15.7K
|
+349
|
+5%
|
|
|
173
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$340K
|
+$59.5K
|
+1,324
|
+21%
|
|
|
174
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$337K
|
–
|
–
|
–
|
|
|
175
|
Eaton-Cambridge
Phoenix,
Arizona
|
$333K
|
–
|
–
|
–
|
|
