|
126
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$932K
|
+$922K
|
+21,470
|
New
|
|
|
127
|
Mission Wealth Management
Santa Barbara,
California
|
$928K
|
+$917K
|
+21,372
|
New
|
|
|
128
|
|
$889K
|
+$367K
|
+8,556
|
+72%
|
|
|
129
|
Bank of America
Charlotte,
North Carolina
|
$878K
|
+$49.4K
|
+1,150
|
+6%
|
|
|
130
|
SB Capital Management
Encino,
California
|
$877K
|
+$866K
|
+20,183
|
New
|
|
|
131
|
Investment Advisory Group
Hanover,
Massachusetts
|
$871K
|
–
|
–
|
–
|
|
|
132
|
Financial Plan Inc
Bellingham,
Washington
|
$839K
|
+$829K
|
+19,317
|
New
|
|
|
133
|
Hicks Capital Management
Columbus,
Ohio
|
$800K
|
–
|
–
|
–
|
|
|
134
|
Cordant Inc
Portland,
Oregon
|
$788K
|
-$4.59K
|
-107
|
-0.6%
|
|
|
135
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$787K
|
–
|
–
|
–
|
|
|
136
|
Opes Wealth Management
Menlo Park,
California
|
$779K
|
+$3K
|
+70
|
+0.4%
|
|
|
137
|
Signature Resources Capital Management
Newport Beach,
California
|
$777K
|
+$137K
|
+3,200
|
+22%
|
|
|
138
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$776K
|
+$1.59K
|
+37
|
+0.2%
|
|
|
139
|
Wealthspire Advisors (New York)
New York
|
$766K
|
–
|
–
|
–
|
|
|
140
|
Osaic Holdings
Scottsdale,
Arizona
|
$759K
|
+$101K
|
+2,353
|
+16%
|
|
|
141
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$745K
|
–
|
–
|
–
|
|
|
142
|
Creative Capital Management Investments
San Diego,
California
|
$732K
|
-$19.3K
|
-449
|
-3%
|
|
|
143
|
Ruedi Wealth Management
Champaign,
Illinois
|
$687K
|
+$30.6K
|
+713
|
+5%
|
|
|
144
|
Envision Financial Planning
Memphis,
Tennessee
|
$687K
|
+$154K
|
+3,589
|
+29%
|
|
|
145
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$686K
|
–
|
–
|
–
|
|
|
146
|
Montis Financial
Waltham,
Massachusetts
|
$686K
|
–
|
–
|
–
|
|
|
147
|
Tortoise Investment Management
White Plains,
New York
|
$683K
|
+$123K
|
+2,860
|
+22%
|
|
|
148
|
Professional Financial Solutions
Falls Chruch,
Virginia
|
$677K
|
+$669K
|
+15,594
|
New
|
|
|
149
|
Hutchinson Capital Management
San Rafael,
California
|
$633K
|
-$40.9K
|
-954
|
-6%
|
|
|
150
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$618K
|
+$1.29K
|
+30
|
+0.2%
|
|
