|
151
|
Prosperity Planning
Kansas City,
Missouri
|
$470K
|
–
|
–
|
–
|
|
|
152
|
Asset Dedication LLC
San Francisco,
California
|
$449K
|
-$7.65K
|
-315
|
-2%
|
|
|
153
|
Granite Harbor Advisors
Houston,
Texas
|
$448K
|
-$5.71K
|
-235
|
-1%
|
|
|
154
|
Cetera Advisors
Denver,
Colorado
|
$441K
|
+$51.3K
|
+2,114
|
+14%
|
|
|
155
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$399K
|
+$387K
|
+15,917
|
New
|
|
|
156
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$399K
|
+$386K
|
+15,892
|
New
|
|
|
157
|
Strata Wealth Advisors
Dallas,
Texas
|
$367K
|
+$1.26K
|
+52
|
+0.4%
|
|
|
158
|
Duncker Streett & Co
St. Louis,
Missouri
|
$367K
|
–
|
–
|
–
|
|
|
159
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$365K
|
+$354K
|
+14,562
|
New
|
|
|
160
|
Cypress Wealth Services
Palm Desert,
California
|
$362K
|
+$81.4K
|
+3,351
|
+30%
|
|
|
161
|
Ritholtz Wealth Management
New York
|
$361K
|
–
|
–
|
–
|
|
|
162
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$359K
|
+$48.7K
|
+2,004
|
+16%
|
|
|
163
|
Saiph Capital
Wyckoff,
New Jersey
|
$351K
|
-$41.7K
|
-1,718
|
-11%
|
|
|
164
|
4J Wealth Management
Alexandria,
Virginia
|
$339K
|
+$19.7K
|
+810
|
+6%
|
|
|
165
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$335K
|
+$24.4K
|
+1,004
|
+8%
|
|
|
166
|
Stratos Investment Management
Beachwood,
Ohio
|
$313K
|
+$75.2K
|
+3,098
|
+33%
|
|
|
167
|
Safeguard Financial
Minocqua,
Wisconsin
|
$305K
|
+$296K
|
+12,170
|
New
|
|
|
168
|
Private Advisor Group
Morristown,
New Jersey
|
$304K
|
+$295K
|
+12,133
|
New
|
|
|
169
|
Comerica Bank
Dallas,
Texas
|
$303K
|
–
|
–
|
–
|
|
|
170
|
Austin Private Wealth
Austin,
Texas
|
$303K
|
+$293K
|
+12,063
|
New
|
|
|
171
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$287K
|
+$279K
|
+11,500
|
New
|
|
|
172
|
Executive Wealth Management
Brighton,
Michigan
|
$284K
|
+$275K
|
+11,331
|
New
|
|
|
173
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$283K
|
+$274K
|
+11,299
|
New
|
|
|
174
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$279K
|
+$3.11K
|
+128
|
+1%
|
|
|
175
|
Smith, Moore & Co
Clayton,
Missouri
|
$272K
|
+$263K
|
+10,823
|
New
|
|
