|
151
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$3.5M
|
–
|
–
|
–
|
|
|
152
|
Peninsula Wealth
San Francisco,
California
|
$3.45M
|
+$1.11M
|
+33,262
|
+48%
|
|
|
153
|
Crown Wealth Group
Charlotte,
North Carolina
|
$3.38M
|
+$145K
|
+4,352
|
+5%
|
|
|
154
|
|
$3.36M
|
+$20K
|
+602
|
+0.6%
|
|
|
155
|
Summit Financial Strategies
Columbus,
Ohio
|
$3.33M
|
–
|
–
|
–
|
|
|
156
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.19M
|
+$3.17M
|
+95,406
|
New
|
|
|
157
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.03M
|
–
|
–
|
–
|
|
|
158
|
MML Investors Services
Springfield,
Massachusetts
|
$3.01M
|
+$52.8K
|
+1,589
|
+2%
|
|
|
159
|
Kooman & Associates
Altoona,
Pennsylvania
|
$2.99M
|
+$2.97M
|
+89,242
|
New
|
|
|
160
|
Adero Partners
Pleasanton,
California
|
$2.67M
|
-$259K
|
-7,805
|
-9%
|
|
|
161
|
KM Capital Management
Austin,
Texas
|
$2.66M
|
+$2.64M
|
+79,545
|
New
|
|
|
162
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$2.58M
|
+$2.56M
|
+77,126
|
New
|
|
|
163
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$2.56M
|
+$2.54M
|
+76,332
|
New
|
|
|
164
|
Zhang Financial
Portage,
Michigan
|
$2.52M
|
+$1.66M
|
+49,911
|
+198%
|
|
|
165
|
Prospera Financial Services
Dallas,
Texas
|
$2.48M
|
–
|
–
|
–
|
|
|
166
|
Cypress Wealth Services
Palm Desert,
California
|
$2.43M
|
-$31.4K
|
-944
|
-1%
|
|
|
167
|
Northwest Wealth Management
Spencer,
Iowa
|
$2.42M
|
-$45.3K
|
-1,364
|
-2%
|
|
|
168
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.42M
|
+$2.4M
|
+72,159
|
New
|
|
|
169
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$2.35M
|
–
|
–
|
–
|
|
|
170
|
TIAA FSB
Jacksonville,
Florida
|
$2.32M
|
-$20.4K
|
-615
|
-0.9%
|
|
|
171
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$2.31M
|
-$84.1K
|
-2,530
|
-4%
|
|
|
172
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$2.3M
|
-$47.9K
|
-1,442
|
-2%
|
|
|
173
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.29M
|
+$161K
|
+4,837
|
+8%
|
|
|
174
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$2.28M
|
–
|
–
|
–
|
|
|
175
|
Regions Financial Corp
Birmingham,
Alabama
|
$2.23M
|
+$111K
|
+3,350
|
+5%
|
|
