|
126
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$280K
|
–
|
–
|
–
|
|
|
127
|
Human Investing
Lake Oswego,
Oregon
|
$277K
|
+$48.2K
|
+648
|
+22%
|
|
|
128
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$275K
|
–
|
–
|
–
|
|
|
129
|
MBE Wealth Management
Tomah,
Wisconsin
|
$272K
|
-$74.3K
|
-998
|
-22%
|
|
|
130
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$271K
|
+$74
|
+1
|
+0%
|
|
|
131
|
National Wealth Management Group
Cincinnati,
Ohio
|
$266K
|
+$7.37K
|
+99
|
+3%
|
|
|
132
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$262K
|
–
|
–
|
–
|
|
|
133
|
SOA Wealth Advisors
New York
|
$259K
|
+$4.32K
|
+58
|
+2%
|
|
|
134
|
Mariner
Overland Park,
Kansas
|
$237K
|
-$12.6K
|
-169
|
-5%
|
|
|
135
|
West Wealth Group
Irvine,
California
|
$233K
|
-$5.21K
|
-70
|
-2%
|
|
|
136
|
Venturi Wealth Management
Austin,
Texas
|
$231K
|
-$4.39K
|
-59
|
-2%
|
|
|
137
|
Valmark Advisers
Akron,
Ohio
|
$227K
|
+$13.2K
|
+177
|
+6%
|
|
|
138
|
Quantinno Capital Management
New York
|
$225K
|
–
|
–
|
–
|
|
|
139
|
Strategic Blueprint
Atlanta,
Georgia
|
$224K
|
-$38.7K
|
-520
|
-15%
|
|
|
140
|
Park Avenue Securities
New York
|
$219K
|
+$216K
|
+2,897
|
New
|
|
|
141
|
Zacks Investment Management
Chicago,
Illinois
|
$209K
|
–
|
–
|
–
|
|
|
142
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$208K
|
–
|
–
|
–
|
|
|
143
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$207K
|
-$1.67M
|
-22,380
|
-89%
|
|
|
144
|
Aufman Associates
Sewickley,
Pennsylvania
|
$207K
|
–
|
–
|
–
|
|
|
145
|
NorthRock Partners
Minneapolis,
Minnesota
|
$204K
|
+$200K
|
+2,689
|
New
|
|
|
146
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$203K
|
+$200K
|
+2,685
|
New
|
|
|
147
|
Aire Advisors
Beverly Hills,
California
|
$203K
|
+$199K
|
+2,676
|
New
|
|
|
148
|
Physician Wealth Advisors
Midvale,
Utah
|
$198K
|
–
|
–
|
–
|
|
|
149
|
GeoWealth Management
Chicago,
Illinois
|
$195K
|
-$1.05M
|
-14,142
|
-85%
|
|
|
150
|
Biltmore Family Office
Charlotte,
North Carolina
|
$189K
|
–
|
–
|
–
|
|
