|
151
|
WESCAP Management Group
Glendale,
California
|
$7.58M
|
-$1.39M
|
-41,742
|
-16%
|
|
|
152
|
INVST
Indianapolis,
Indiana
|
$7.27M
|
+$654K
|
+19,582
|
+11%
|
|
|
153
|
Blue Oak Capital
Menlo Park,
California
|
$7.27M
|
-$692K
|
-20,728
|
-9%
|
|
|
154
|
Security Financial Services
Fort Wayne,
Indiana
|
$7.25M
|
+$180K
|
+5,400
|
+3%
|
|
|
155
|
Waycross Investment Management
Bellingham,
Washington
|
$7.13M
|
+$3.51K
|
+105
|
+0.1%
|
|
|
156
|
Kaufman Rossin Wealth
Miami,
Florida
|
$7.12M
|
+$585K
|
+17,522
|
+10%
|
|
|
157
|
Crown Wealth Group
Charlotte,
North Carolina
|
$7.09M
|
+$1.12M
|
+33,472
|
+20%
|
|
|
158
|
Parkshore Wealth Management
Granite Bay,
California
|
$7.07M
|
+$1.14M
|
+34,181
|
+21%
|
|
|
159
|
CVA Family Office
Denver,
Colorado
|
$6.41M
|
+$171K
|
+5,114
|
+3%
|
|
|
160
|
ArborFi Advisors
Ann Arbor,
Michigan
|
$6.37M
|
+$454K
|
+13,604
|
+8%
|
|
|
161
|
Tableaux
Stockbridge,
Massachusetts
|
$6.36M
|
-$72K
|
-2,156
|
-1%
|
|
|
162
|
Wealthspire Advisors (New York)
New York
|
$6.12M
|
-$421K
|
-12,596
|
-7%
|
|
|
163
|
|
$6.04M
|
+$2.21M
|
+66,255
|
+64%
|
|
|
164
|
Kestra Advisory Services
Austin,
Texas
|
$5.97M
|
+$478K
|
+14,306
|
+9%
|
|
|
165
|
Vested Financial Planning
San Carlos,
California
|
$5.93M
|
+$5.57M
|
+166,785
|
New
|
|
|
166
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$5.92M
|
+$661K
|
+19,802
|
+13%
|
|
|
167
|
Altiora Financial Group
Lebanon,
Ohio
|
$5.88M
|
-$268K
|
-8,023
|
-5%
|
|
|
168
|
Simplicity Wealth
Summit,
New Jersey
|
$5.59M
|
+$2.5M
|
+74,865
|
+91%
|
|
|
169
|
Rockefeller Capital Management
New York
|
$5.54M
|
-$1.44K
|
-43
|
-0%
|
|
|
170
|
Sollinda Capital Management
Miami,
Florida
|
$5.44M
|
+$405K
|
+12,117
|
+9%
|
|
|
171
|
Shore Point Advisors
Brielle,
New Jersey
|
$5.41M
|
-$1.19M
|
-35,742
|
-19%
|
|
|
172
|
Integrity Investment Advisors
Fort Collins,
Colorado
|
$5.34M
|
-$5.28K
|
-158
|
-0.1%
|
|
|
173
|
Waterloo Capital
Austin,
Texas
|
$5.34M
|
+$5.01M
|
+150,129
|
New
|
|
|
174
|
BetterWealth
San Jose,
California
|
$5.22M
|
-$80.6K
|
-2,414
|
-2%
|
|
|
175
|
Disciplined Investments
Tulsa,
Oklahoma
|
$4.99M
|
+$1.37M
|
+41,119
|
+41%
|
|
