|
126
|
Weinberger Asset Management
Los Angeles,
California
|
$8.69M
|
+$502K
|
+14,508
|
+6%
|
|
|
127
|
Financial Engines Advisors
Santa Clara,
California
|
$8.46M
|
+$2.3M
|
+66,408
|
+36%
|
|
|
128
|
Financial Harvest
Winter Park,
Florida
|
$8.44M
|
+$8.64M
|
+249,704
|
New
|
|
|
129
|
RCS Financial Planning
Annapolis,
Maryland
|
$8.33M
|
+$251K
|
+7,261
|
+3%
|
|
|
130
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$8.2M
|
+$1.47M
|
+42,541
|
+21%
|
|
|
131
|
Blue Oak Capital
Menlo Park,
California
|
$8.12M
|
+$8.32M
|
+240,321
|
New
|
|
|
132
|
Family Wealth Partners
Matthews,
North Carolina
|
$8.09M
|
+$1.38M
|
+39,769
|
+20%
|
|
|
133
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$7.61M
|
+$7.79M
|
+225,075
|
New
|
|
|
134
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$7.47M
|
+$7.65M
|
+221,084
|
New
|
|
|
135
|
Cardiff Park Advisors
Carlsbad,
California
|
$7.2M
|
+$10.2K
|
+294
|
+0.1%
|
|
|
136
|
Waycross Investment Management
Bellingham,
Washington
|
$6.9M
|
-$1.53M
|
-44,233
|
-18%
|
|
|
137
|
Fiduciary Financial Group
San Rafael,
California
|
$6.8M
|
+$171K
|
+4,937
|
+2%
|
|
|
138
|
Security Financial Services
Fort Wayne,
Indiana
|
$6.57M
|
-$30.2K
|
-874
|
-0.4%
|
|
|
139
|
|
$6.53M
|
+$2.89M
|
+83,458
|
+76%
|
|
|
140
|
Crown Wealth Group
Charlotte,
North Carolina
|
$6.53M
|
-$1.08M
|
-31,148
|
-14%
|
|
|
141
|
Vestment Financial
Chanhassen,
Minnesota
|
$6.51M
|
+$6.66M
|
+192,346
|
New
|
|
|
142
|
Wealthspire Advisors (New York)
New York
|
$6.28M
|
-$6.63M
|
-191,560
|
-51%
|
|
|
143
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$6.23M
|
+$6.38M
|
+184,344
|
New
|
|
|
144
|
Shore Point Advisors
Brielle,
New Jersey
|
$6.11M
|
+$5.97M
|
+172,399
|
+2,037%
|
|
|
145
|
Rockefeller Capital Management
New York
|
$6.05M
|
+$1.37M
|
+39,661
|
+28%
|
|
|
146
|
Kestra Advisory Services
Austin,
Texas
|
$6.04M
|
-$16.6M
|
-480,122
|
-73%
|
|
|
147
|
Kaufman Rossin Wealth
Miami,
Florida
|
$5.94M
|
+$6.09M
|
+175,935
|
New
|
|
|
148
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.94M
|
+$932K
|
+26,939
|
+18%
|
|
|
149
|
Tableaux
Stockbridge,
Massachusetts
|
$5.57M
|
+$5.7M
|
+164,824
|
New
|
|
|
150
|
Altiora Financial Group
Lebanon,
Ohio
|
$5.55M
|
+$23.5K
|
+679
|
+0.4%
|
|
