|
151
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$479K
|
-$48K
|
-2,059
|
-9%
|
|
|
152
|
Dearborn Partners
Chicago,
Illinois
|
$475K
|
+$479K
|
+20,537
|
New
|
|
|
153
|
Ritholtz Wealth Management
New York
|
$462K
|
+$46.7K
|
+2,000
|
+11%
|
|
|
154
|
Regions Financial Corp
Birmingham,
Alabama
|
$460K
|
+$50.7K
|
+2,172
|
+12%
|
|
|
155
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$458K
|
–
|
–
|
–
|
|
|
156
|
American Money Management
Rancho Santa Fe,
California
|
$457K
|
-$25.2K
|
-1,080
|
-5%
|
|
|
157
|
Lee Financial
Dallas,
Texas
|
$450K
|
+$453K
|
+19,430
|
New
|
|
|
158
|
Stokes Family Office
New Orleans,
Louisiana
|
$415K
|
+$419K
|
+17,935
|
New
|
|
|
159
|
Barrett & Company
Providence,
Rhode Island
|
$412K
|
+$71.3K
|
+3,054
|
+21%
|
|
|
160
|
Parallel Advisors
San Francisco,
California
|
$381K
|
+$71K
|
+3,042
|
+23%
|
|
|
161
|
Summit Wealth Partners
Orlando,
Florida
|
$360K
|
+$49.7K
|
+2,129
|
+16%
|
|
|
162
|
Duncker Streett & Co
St. Louis,
Missouri
|
$353K
|
+$356K
|
+15,273
|
New
|
|
|
163
|
Comerica Bank
Dallas,
Texas
|
$326K
|
+$329K
|
+14,083
|
New
|
|
|
164
|
Willis Johnson & Associates
Houston,
Texas
|
$325K
|
–
|
–
|
–
|
|
|
165
|
EP Wealth Advisors
Torrance,
California
|
$317K
|
-$1.31M
|
-56,106
|
-80%
|
|
|
166
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$317K
|
-$7.98K
|
-342
|
-2%
|
|
|
167
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$317K
|
+$55.7K
|
+2,387
|
+21%
|
|
|
168
|
Element Wealth
Ridgeland,
Mississippi
|
$292K
|
+$84.3K
|
+3,614
|
+40%
|
|
|
169
|
Avior Wealth Management
Omaha,
Nebraska
|
$291K
|
+$294K
|
+12,581
|
New
|
|
|
170
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$286K
|
+$288K
|
+12,353
|
New
|
|
|
171
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$280K
|
+$54.5K
|
+2,335
|
+24%
|
|
|
172
|
Mutual Advisors
Omaha,
Nebraska
|
$267K
|
–
|
–
|
–
|
|
|
173
|
Meredith Wealth Planning
Maryville,
Illinois
|
$264K
|
+$2.85K
|
+122
|
+1%
|
|
|
174
|
Cypress Wealth Services
Palm Desert,
California
|
$262K
|
–
|
–
|
–
|
|
|
175
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$260K
|
+$30.1K
|
+1,290
|
+13%
|
|
