|
101
|
Trilogy Capital
Irvine,
California
|
$2.88M
|
+$60.2K
|
+1,266
|
+2%
|
|
|
102
|
Omega Financial Group
Santa Barbara,
California
|
$2.82M
|
-$86.2K
|
-1,813
|
-3%
|
|
|
103
|
Stifel Financial
St. Louis,
Missouri
|
$2.71M
|
+$69.6K
|
+1,464
|
+3%
|
|
|
104
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.69M
|
+$174K
|
+3,660
|
+7%
|
|
|
105
|
Retirement Capital Strategies
San Jose,
California
|
$2.69M
|
-$15.5K
|
-326
|
-0.6%
|
|
|
106
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$2.68M
|
+$73K
|
+1,535
|
+3%
|
|
|
107
|
Steward Partners Investment Advisory
New York
|
$2.67M
|
-$109K
|
-2,294
|
-4%
|
|
|
108
|
Neumann Capital Management
Foster City,
California
|
$2.66M
|
+$130K
|
+2,725
|
+5%
|
|
|
109
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$2.61M
|
-$17.9K
|
-376
|
-0.7%
|
|
|
110
|
Eley Financial Management
South Burlington,
Vermont
|
$2.55M
|
+$86.8K
|
+1,825
|
+4%
|
|
|
111
|
Investment Counsel Company of Nevada
Las Vegas,
Nevada
|
$2.51M
|
+$146K
|
+3,077
|
+6%
|
|
|
112
|
Plum Street Advisors
New Orleans,
Louisiana
|
$2.51M
|
+$617K
|
+12,985
|
+33%
|
|
|
113
|
Diversified Enterprises
Wilmington,
Delaware
|
$2.49M
|
+$185K
|
+3,898
|
+8%
|
|
|
114
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.43M
|
–
|
–
|
–
|
|
|
115
|
Global Endowment Management
Charlotte,
North Carolina
|
$2.31M
|
+$2.28M
|
+47,994
|
New
|
|
|
116
|
Cantor Fitzgerald Investment Advisors
New York
|
$2.19M
|
+$124K
|
+2,618
|
+6%
|
|
|
117
|
Center for Financial Planning
Southfied,
Michigan
|
$2.11M
|
-$161K
|
-3,394
|
-7%
|
|
|
118
|
Beta Wealth Group
San Diego,
California
|
$2.1M
|
-$43.6K
|
-917
|
-2%
|
|
|
119
|
Brewster Financial Planning
Brooklyn,
New York
|
$2.09M
|
+$7.04K
|
+148
|
+0.3%
|
|
|
120
|
Corient Private Wealth
Miami,
Florida
|
$2.05M
|
+$24.5K
|
+515
|
+1%
|
|
|
121
|
GeoWealth Management
Chicago,
Illinois
|
$2.05M
|
+$70.6K
|
+1,484
|
+4%
|
|
|
122
|
Invera Wealth Advisors
Bend,
Oregon
|
$2.05M
|
+$83.8K
|
+1,763
|
+4%
|
|
|
123
|
Foster Group
West Des Moines,
Iowa
|
$2.04M
|
+$27.6K
|
+581
|
+1%
|
|
|
124
|
Planning Alternatives
Birmingham,
Michigan
|
$2M
|
+$103K
|
+2,161
|
+5%
|
|
|
125
|
Fort Point Capital Partners
San Francisco,
California
|
$2M
|
+$19.5K
|
+410
|
+1%
|
|
