|
151
|
CDM Financial Counseling Services
Norwich,
Connecticut
|
$519K
|
+$503K
|
+6,992
|
New
|
|
|
152
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$513K
|
+$151K
|
+2,092
|
+43%
|
|
|
153
|
Warner Financial
Bethesda,
Maryland
|
$502K
|
+$98.1K
|
+1,362
|
+25%
|
|
|
154
|
LifeSteps Financial
Claremont,
California
|
$499K
|
-$7.99K
|
-111
|
-2%
|
|
|
155
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$493K
|
+$55.8K
|
+775
|
+13%
|
|
|
156
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$490K
|
+$4.68K
|
+65
|
+1%
|
|
|
157
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$490K
|
-$216
|
-3
|
-0%
|
|
|
158
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$486K
|
-$21.9K
|
-304
|
-4%
|
|
|
159
|
Pacific Sun Financial
Los Angeles,
California
|
$485K
|
-$16.1K
|
-223
|
-3%
|
|
|
160
|
McRae Capital Management
Morristown,
New Jersey
|
$470K
|
-$65.6K
|
-911
|
-13%
|
|
|
161
|
Pathstone Holdings
Englewood,
New Jersey
|
$460K
|
-$400K
|
-5,562
|
-47%
|
|
|
162
|
Merit Financial Group
Alpharetta,
Georgia
|
$457K
|
+$45.3K
|
+629
|
+11%
|
|
|
163
|
Demars Financial Group
Spokane Valley,
Washington
|
$450K
|
-$137K
|
-1,906
|
-24%
|
|
|
164
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$448K
|
+$1.44K
|
+20
|
+0.3%
|
|
|
165
|
Avior Wealth Management
Omaha,
Nebraska
|
$448K
|
–
|
–
|
–
|
|
|
166
|
Atomi Financial Group
New York
|
$446K
|
-$125K
|
-1,737
|
-22%
|
|
|
167
|
Atria Investments
Charlotte,
North Carolina
|
$436K
|
+$42.2K
|
+586
|
+11%
|
|
|
168
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$435K
|
+$421K
|
+5,851
|
New
|
|
|
169
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$434K
|
-$419K
|
-5,817
|
Closed
|
|
|
170
|
NBC Securities
Birmingham,
Alabama
|
$428K
|
-$3.38K
|
-47
|
-0.8%
|
|
|
171
|
World Investment Advisors
Santa Barbara,
California
|
$428K
|
+$118K
|
+1,641
|
+40%
|
|
|
172
|
Sentinus LLC
Oak Brook,
Illinois
|
$426K
|
-$41.4K
|
-575
|
-9%
|
|
|
173
|
Define Financial
San Diego,
California
|
$419K
|
+$1.51K
|
+21
|
+0.4%
|
|
|
174
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$416K
|
–
|
–
|
–
|
|
|
175
|
PUREfi Wealth
Boston,
Massachusetts
|
$416K
|
–
|
–
|
–
|
|
