|
176
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$270K
|
+$270K
|
+6,794
|
New
|
|
|
177
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$266K
|
–
|
–
|
–
|
|
|
178
|
One Capital Management
Westlake Village,
California
|
$261K
|
+$258K
|
+6,485
|
New
|
|
|
179
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$260K
|
-$9.86K
|
-248
|
-4%
|
|
|
180
|
Bank of New York Mellon
New York
|
$260K
|
+$9.98K
|
+251
|
+4%
|
|
|
181
|
Opal Wealth Advisors
Jericho,
New York
|
$250K
|
-$47.2K
|
-1,187
|
-16%
|
|
|
182
|
Asset Dedication LLC
San Francisco,
California
|
$247K
|
+$33.6K
|
+844
|
+16%
|
|
|
183
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$244K
|
+$199
|
+5
|
+0.1%
|
|
|
184
|
Veritable
Wilmington,
Delaware
|
$232K
|
–
|
–
|
–
|
|
|
185
|
Silicon Hills Wealth Management
Austin,
Texas
|
$227K
|
+$224K
|
+5,621
|
New
|
|
|
186
|
CreativeOne Wealth
Overland Park,
Kansas
|
$225K
|
+$222K
|
+5,582
|
New
|
|
|
187
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$223K
|
+$220K
|
+5,524
|
New
|
|
|
188
|
|
$222K
|
-$1.19K
|
-30
|
-0.5%
|
|
|
189
|
1ST Source Bank
South Bend,
Indiana
|
$208K
|
+$205K
|
+5,163
|
New
|
|
|
190
|
PDS Planning
Dublin,
Ohio
|
$203K
|
+$200K
|
+5,025
|
New
|
|
|
191
|
Members Trust
Tampa,
Florida
|
$202K
|
+$199K
|
+5,000
|
New
|
|
|
192
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$202K
|
+$199K
|
+5,015
|
New
|
|
|
193
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$201K
|
-$159
|
-4
|
-0.1%
|
|
|
194
|
Harbour Investments
Madison,
Wisconsin
|
$201K
|
+$155K
|
+3,888
|
+358%
|
|
|
195
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$201K
|
+$198K
|
+4,986
|
New
|
|
|
196
|
PFM Asset Management
Harrisburg,
Pennsylvania
|
$193K
|
+$190K
|
+4,784
|
New
|
|
|
197
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$176K
|
+$64.4K
|
+1,620
|
+59%
|
|
|
198
|
Concord Wealth Partners
Abingdon,
Virginia
|
$173K
|
+$171K
|
+4,291
|
New
|
|
|
199
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$172K
|
+$82.8K
|
+2,081
|
+92%
|
|
|
200
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$167K
|
–
|
–
|
–
|
|
