|
151
|
Safeguard Investment Advisory Group
Corona,
California
|
$2.51M
|
-$516K
|
-11,881
|
-17%
|
|
|
152
|
LGL Partners
Philadelphia,
Pennsylvania
|
$2.48M
|
–
|
–
|
–
|
|
|
153
|
Financial Engines Advisors
Santa Clara,
California
|
$2.47M
|
+$842K
|
+19,399
|
+54%
|
|
|
154
|
WealthOne
Albany,
New York
|
$2.46M
|
+$825
|
+19
|
+0%
|
|
|
155
|
Financial Council
Towson,
Maryland
|
$2.46M
|
-$49.6K
|
-1,142
|
-2%
|
|
|
156
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.43M
|
–
|
–
|
–
|
|
|
157
|
Tortoise Investment Management
White Plains,
New York
|
$2.42M
|
+$638K
|
+14,700
|
+37%
|
|
|
158
|
CVA Family Office
Denver,
Colorado
|
$2.33M
|
+$7.08K
|
+163
|
+0.3%
|
|
|
159
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$2.32M
|
-$3.42M
|
-78,685
|
-60%
|
|
|
160
|
Montag & Associates
Atlanta,
Georgia
|
$2.23M
|
+$5.12K
|
+118
|
+0.2%
|
|
|
161
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$2.22M
|
-$6.3K
|
-145
|
-0.3%
|
|
|
162
|
Northern Trust
Chicago,
Illinois
|
$2.21M
|
+$133K
|
+3,065
|
+7%
|
|
|
163
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$2.16M
|
-$1.04K
|
-24
|
-0%
|
|
|
164
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$2.16M
|
+$205K
|
+4,718
|
+11%
|
|
|
165
|
Yoder Wealth Management
Walnut Creek,
California
|
$2.15M
|
+$2.1M
|
+48,327
|
New
|
|
|
166
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$2.14M
|
+$2.09M
|
+48,098
|
New
|
|
|
167
|
Carlson Capital Management
Northfield,
Minnesota
|
$2.1M
|
+$1.35K
|
+31
|
+0.1%
|
|
|
168
|
Silicon Hills Wealth Management
Austin,
Texas
|
$2.09M
|
-$2.24M
|
-51,495
|
-52%
|
|
|
169
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.09M
|
+$709K
|
+16,323
|
+53%
|
|
|
170
|
Five Oceans Advisors
Santa Monica,
California
|
$2.04M
|
+$72.5K
|
+1,669
|
+4%
|
|
|
171
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$2.03M
|
+$25.9K
|
+597
|
+1%
|
|
|
172
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.98M
|
+$1.41M
|
+32,440
|
+267%
|
|
|
173
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.98M
|
+$1.49M
|
+34,390
|
+337%
|
|
|
174
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.93M
|
-$11.1K
|
-255
|
-0.6%
|
|
|
175
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.93M
|
+$136K
|
+3,121
|
+8%
|
|
