|
126
|
Verum Partners
Charlotte,
North Carolina
|
$848K
|
+$848K
|
+16,714
|
New
|
|
|
127
|
Demming Financial Services
Aurora,
Ohio
|
$835K
|
+$71.5K
|
+1,409
|
+9%
|
|
|
128
|
Essential Planning
Portsmouth,
New Hampshire
|
$735K
|
+$270K
|
+5,322
|
+58%
|
|
|
129
|
Trailhead Planners
Edina,
Minnesota
|
$725K
|
+$25.3K
|
+499
|
+4%
|
|
|
130
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$709K
|
+$112K
|
+2,204
|
+19%
|
|
|
131
|
WPWealth
Fort Worth,
Texas
|
$700K
|
+$701K
|
+13,806
|
New
|
|
|
132
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$678K
|
-$192K
|
-3,791
|
-22%
|
|
|
133
|
Corient Private Wealth
Miami,
Florida
|
$598K
|
–
|
–
|
–
|
|
|
134
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$598K
|
+$598K
|
+11,784
|
New
|
|
|
135
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$595K
|
-$1.27K
|
-25
|
-0.2%
|
|
|
136
|
Pure Financial Advisors
San Diego,
California
|
$591K
|
+$149K
|
+2,927
|
+34%
|
|
|
137
|
Two Sigma Securities
New York
|
$591K
|
+$591K
|
+11,648
|
New
|
|
|
138
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$549K
|
+$550K
|
+10,833
|
New
|
|
|
139
|
Miracle Mile Advisors
Los Angeles,
California
|
$487K
|
-$511K
|
-10,068
|
-51%
|
|
|
140
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$486K
|
+$3.55K
|
+70
|
+0.7%
|
|
|
141
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$473K
|
+$474K
|
+9,335
|
New
|
|
|
142
|
Cypress Point Wealth Management
Dallas,
Texas
|
$462K
|
+$75.4K
|
+1,485
|
+19%
|
|
|
143
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$456K
|
-$76.1K
|
-1,500
|
-14%
|
|
|
144
|
Schubert & Co
Mckinney,
Texas
|
$449K
|
+$49.4K
|
+974
|
+12%
|
|
|
145
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$441K
|
+$25.4K
|
+500
|
+6%
|
|
|
146
|
Private Advisor Group
Morristown,
New Jersey
|
$424K
|
+$118K
|
+2,334
|
+39%
|
|
|
147
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$380K
|
+$380K
|
+7,485
|
New
|
|
|
148
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$377K
|
-$15.2K
|
-300
|
-4%
|
|
|
149
|
Evanson Asset Management
Carmel,
California
|
$376K
|
+$50.5K
|
+995
|
+16%
|
|
|
150
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$365K
|
+$25.1K
|
+494
|
+7%
|
|
