|
151
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$737K
|
+$34.4K
|
+795
|
+5%
|
|
|
152
|
Wealthspire Advisors (New York)
New York
|
$725K
|
–
|
–
|
–
|
|
|
153
|
Ruedi Wealth Management
Champaign,
Illinois
|
$718K
|
+$70.7K
|
+1,635
|
+10%
|
|
|
154
|
Tortoise Investment Management
White Plains,
New York
|
$708K
|
+$64.8K
|
+1,500
|
+10%
|
|
|
155
|
Silver Oak Advisory Group
Portland,
Oregon
|
$662K
|
+$102K
|
+2,349
|
+17%
|
|
|
156
|
Montis Financial
Waltham,
Massachusetts
|
$649K
|
–
|
–
|
–
|
|
|
157
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$635K
|
+$668K
|
+15,460
|
New
|
|
|
158
|
Professional Financial Solutions
Falls Chruch,
Virginia
|
$623K
|
-$18.9K
|
-437
|
-3%
|
|
|
159
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$616K
|
-$34.7K
|
-802
|
-5%
|
|
|
160
|
Envestnet Asset Management
Chicago,
Illinois
|
$609K
|
+$288K
|
+6,666
|
+82%
|
|
|
161
|
Hutchinson Capital Management
San Rafael,
California
|
$599K
|
–
|
–
|
–
|
|
|
162
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$596K
|
+$57.7K
|
+1,334
|
+10%
|
|
|
163
|
Family Wealth Partners
Matthews,
North Carolina
|
$580K
|
+$211K
|
+4,878
|
+53%
|
|
|
164
|
Glassman Wealth Services
Vienna,
Virginia
|
$570K
|
+$49.4K
|
+1,143
|
+9%
|
|
|
165
|
McGrath & Associates
Asheville,
North Carolina
|
$565K
|
+$4.37K
|
+101
|
+0.7%
|
|
|
166
|
Stratos Investment Management
Beachwood,
Ohio
|
$539K
|
-$384K
|
-8,872
|
-40%
|
|
|
167
|
Define Financial
San Diego,
California
|
$527K
|
+$1.21K
|
+28
|
+0.2%
|
|
|
168
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$517K
|
+$119K
|
+2,760
|
+28%
|
|
|
169
|
Three Arch Wealth Management
Irvine,
California
|
$494K
|
+$173K
|
+3,999
|
+50%
|
|
|
170
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$487K
|
-$12.3K
|
-285
|
-2%
|
|
|
171
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$481K
|
+$506K
|
+11,714
|
New
|
|
|
172
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$477K
|
+$1.12K
|
+26
|
+0.2%
|
|
|
173
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$472K
|
–
|
–
|
–
|
|
|
174
|
Golden State Equity Partners
South Coast Metro,
California
|
$471K
|
+$116K
|
+2,677
|
+31%
|
|
|
175
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$452K
|
+$821
|
+19
|
+0.2%
|
|
