|
151
|
Frisch Financial Group
Melville,
New York
|
$1.62M
|
-$46.5K
|
-742
|
-3%
|
|
|
152
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$1.52M
|
+$53.1K
|
+847
|
+3%
|
|
|
153
|
Advisory Services Network
Atlanta,
Georgia
|
$1.5M
|
+$117K
|
+1,873
|
+8%
|
|
|
154
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.5M
|
+$235K
|
+3,743
|
+16%
|
|
|
155
|
CPWM LLC
Seattle,
Washington
|
$1.5M
|
–
|
–
|
–
|
|
|
156
|
Fisher Asset Management
Camas,
Washington
|
$1.48M
|
+$431K
|
+6,871
|
+35%
|
|
|
157
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.48M
|
-$25.4K
|
-405
|
-2%
|
|
|
158
|
Diversified Trust
Memphis,
Tennessee
|
$1.47M
|
+$580K
|
+9,255
|
+54%
|
|
|
159
|
CFM Wealth Partners
Austin,
Texas
|
$1.45M
|
+$388K
|
+6,188
|
+31%
|
|
|
160
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$1.39M
|
+$276K
|
+4,400
|
+22%
|
|
|
161
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.37M
|
-$50.8K
|
-810
|
-3%
|
|
|
162
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$1.36M
|
+$27.3K
|
+435
|
+2%
|
|
|
163
|
Vicus Capital
State College,
Pennsylvania
|
$1.34M
|
+$17.6K
|
+280
|
+1%
|
|
|
164
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.3M
|
–
|
–
|
–
|
|
|
165
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.3M
|
+$90.6K
|
+1,446
|
+7%
|
|
|
166
|
Financial Insights
Tacoma,
Washington
|
$1.3M
|
–
|
–
|
–
|
|
|
167
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.28M
|
-$85.3K
|
-1,360
|
-6%
|
|
|
168
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.22M
|
-$324K
|
-5,170
|
-19%
|
|
|
169
|
Regatta Capital Group
El Segundo,
California
|
$1.22M
|
+$4.83K
|
+77
|
+0.4%
|
|
|
170
|
OLIO Financial Planning
Mclean,
Virginia
|
$1.22M
|
+$1.19K
|
+19
|
+0.1%
|
|
|
171
|
Gould Asset Management
Claremont,
California
|
$1.21M
|
+$224K
|
+3,580
|
+20%
|
|
|
172
|
Simmons Bank
Pine Bluff,
Arkansas
|
$1.19M
|
-$1.69K
|
-27
|
-0.1%
|
|
|
173
|
One Capital Management
Westlake Village,
California
|
$1.19M
|
+$54.3K
|
+866
|
+4%
|
|
|
174
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.18M
|
+$97.9K
|
+1,562
|
+8%
|
|
|
175
|
SigFig Wealth Management
San Francisco,
California
|
$1.17M
|
+$7.9K
|
+126
|
+1%
|
|
