|
101
|
Omega Financial Group
Santa Barbara,
California
|
$2.88M
|
-$210K
|
-4,462
|
-7%
|
|
|
102
|
Trilogy Capital
Irvine,
California
|
$2.79M
|
+$39.8K
|
+847
|
+1%
|
|
|
103
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.78M
|
+$28.4K
|
+605
|
+1%
|
|
|
104
|
Steward Partners Investment Advisory
New York
|
$2.75M
|
+$68.2K
|
+1,453
|
+3%
|
|
|
105
|
Retirement Capital Strategies
San Jose,
California
|
$2.68M
|
+$510K
|
+10,849
|
+24%
|
|
|
106
|
EP Wealth Advisors
Torrance,
California
|
$2.61M
|
+$73.9K
|
+1,573
|
+3%
|
|
|
107
|
Stifel Financial
St. Louis,
Missouri
|
$2.61M
|
+$58.8K
|
+1,252
|
+2%
|
|
|
108
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$2.6M
|
+$593K
|
+12,624
|
+30%
|
|
|
109
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$2.58M
|
-$30.4K
|
-647
|
-1%
|
|
|
110
|
Neumann Capital Management
Foster City,
California
|
$2.51M
|
+$1.1M
|
+23,480
|
+80%
|
|
|
111
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.49M
|
-$5.45M
|
-115,989
|
-69%
|
|
|
112
|
Eley Financial Management
South Burlington,
Vermont
|
$2.43M
|
-$102K
|
-2,171
|
-4%
|
|
|
113
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.4M
|
+$705
|
+15
|
+0%
|
|
|
114
|
Investment Counsel Company of Nevada
Las Vegas,
Nevada
|
$2.34M
|
+$22.8K
|
+485
|
+1%
|
|
|
115
|
Diversified Enterprises
Wilmington,
Delaware
|
$2.28M
|
+$850K
|
+18,087
|
+60%
|
|
|
116
|
Center for Financial Planning
Southfied,
Michigan
|
$2.25M
|
+$38.6K
|
+821
|
+2%
|
|
|
117
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.17M
|
-$446K
|
-9,487
|
-17%
|
|
|
118
|
Better Money Decisions
Santa Fe,
New Mexico
|
$2.14M
|
+$81.4K
|
+1,733
|
+4%
|
|
|
119
|
Beta Wealth Group
San Diego,
California
|
$2.13M
|
+$2.1M
|
+44,721
|
New
|
|
|
120
|
Brewster Financial Planning
Brooklyn,
New York
|
$2.06M
|
-$8.22K
|
-175
|
-0.4%
|
|
|
121
|
Cantor Fitzgerald Investment Advisors
New York
|
$2.04M
|
-$364K
|
-7,747
|
-15%
|
|
|
122
|
Corient Private Wealth
Miami,
Florida
|
$2.01M
|
-$236K
|
-5,021
|
-11%
|
|
|
123
|
Axxcess Wealth Management
Carlsbad,
California
|
$2M
|
+$907K
|
+19,304
|
+85%
|
|
|
124
|
Foster Group
West Des Moines,
Iowa
|
$2M
|
-$100K
|
-2,136
|
-5%
|
|
|
125
|
GeoWealth Management
Chicago,
Illinois
|
$1.96M
|
+$489K
|
+10,411
|
+34%
|
|
