|
101
|
Brio Consultants
San Francisco,
California
|
$1.75M
|
+$55.9K
|
+695
|
+3%
|
|
|
102
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$1.75M
|
+$52.7K
|
+655
|
+3%
|
|
|
103
|
Western Wealth Management
Golden,
Colorado
|
$1.72M
|
+$406K
|
+5,044
|
+32%
|
|
|
104
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.71M
|
-$5.95K
|
-74
|
-0.4%
|
|
|
105
|
Stifel Financial
St. Louis,
Missouri
|
$1.71M
|
+$160K
|
+1,984
|
+11%
|
|
|
106
|
Childress Capital Advisors
Houston,
Texas
|
$1.68M
|
–
|
–
|
–
|
|
|
107
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.67M
|
+$96.2K
|
+1,195
|
+6%
|
|
|
108
|
Neumann Capital Management
Foster City,
California
|
$1.6M
|
+$313K
|
+3,890
|
+25%
|
|
|
109
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.57M
|
+$114K
|
+1,414
|
+8%
|
|
|
110
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$1.56M
|
-$76.2K
|
-947
|
-5%
|
|
|
111
|
Whittier Trust
South Pasadena,
California
|
$1.55M
|
+$16.1K
|
+200
|
+1%
|
|
|
112
|
Financial Services Advisory
Rockville,
Maryland
|
$1.53M
|
+$206K
|
+2,558
|
+16%
|
|
|
113
|
Institute for Wealth Management
Denver,
Colorado
|
$1.52M
|
+$49.6K
|
+616
|
+3%
|
|
|
114
|
1900 Wealth Management
San Antonio,
Texas
|
$1.5M
|
-$11.2K
|
-139
|
-0.8%
|
|
|
115
|
Wealth Management Partners
Tucson,
Arizona
|
$1.47M
|
+$72.3K
|
+898
|
+5%
|
|
|
116
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.43M
|
–
|
–
|
–
|
|
|
117
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.4M
|
-$52.1K
|
-648
|
-4%
|
|
|
118
|
AJ Wealth Strategies
New York
|
$1.39M
|
–
|
–
|
–
|
|
|
119
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.37M
|
–
|
–
|
–
|
|
|
120
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.36M
|
+$198K
|
+2,458
|
+18%
|
|
|
121
|
Clarity Financial
Houston,
Texas
|
$1.32M
|
+$1.28M
|
+15,946
|
New
|
|
|
122
|
Investors Research Corp
Atlanta,
Georgia
|
$1.3M
|
–
|
–
|
–
|
|
|
123
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.27M
|
+$161K
|
+2,006
|
+15%
|
|
|
124
|
WealthSource Partners
San Luis Obispo,
California
|
$1.21M
|
-$175K
|
-2,181
|
-13%
|
|
|
125
|
|
$1.21M
|
–
|
–
|
–
|
|
