|
151
|
Bank of New York Mellon
New York
|
$365K
|
+$142K
|
+6,283
|
+64%
|
|
|
152
|
RVW Wealth
Los Angeles,
California
|
$351K
|
-$38.4K
|
-1,704
|
-10%
|
|
|
153
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$340K
|
+$55.4K
|
+2,454
|
+20%
|
|
|
154
|
Lee Financial
Dallas,
Texas
|
$330K
|
–
|
–
|
–
|
|
|
155
|
Prosperity Planning
Kansas City,
Missouri
|
$323K
|
+$321K
|
+14,243
|
New
|
|
|
156
|
Straight Path Wealth Management
Jenison,
Michigan
|
$310K
|
+$67.6K
|
+2,996
|
+28%
|
|
|
157
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$308K
|
+$307K
|
+13,602
|
New
|
|
|
158
|
4J Wealth Management
Alexandria,
Virginia
|
$299K
|
–
|
–
|
–
|
|
|
159
|
Gradient Capital Advisors
San Diego,
California
|
$293K
|
+$39.3K
|
+1,740
|
+16%
|
|
|
160
|
EP Wealth Advisors
Torrance,
California
|
$292K
|
–
|
–
|
–
|
|
|
161
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$288K
|
+$68.9K
|
+3,056
|
+32%
|
|
|
162
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$286K
|
+$285K
|
+12,631
|
New
|
|
|
163
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$262K
|
+$29.9K
|
+1,326
|
+13%
|
|
|
164
|
Principal Securities
Des Moines,
Iowa
|
$254K
|
–
|
–
|
–
|
|
|
165
|
Highland Financial Advisors
Wayne,
New Jersey
|
$252K
|
–
|
–
|
–
|
|
|
166
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$251K
|
+$39.2K
|
+1,738
|
+19%
|
|
|
167
|
Addison Advisors
Middlebury,
Vermont
|
$247K
|
+$65K
|
+2,880
|
+36%
|
|
|
168
|
Scotia Capital
Toronto,
Ontario, Canada
|
$240K
|
–
|
–
|
–
|
|
|
169
|
|
$238K
|
+$237K
|
+10,511
|
New
|
|
|
170
|
Redwood Financial Network
Solon,
Ohio
|
$232K
|
+$231K
|
+10,236
|
New
|
|
|
171
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$228K
|
+$10.1K
|
+448
|
+5%
|
|
|
172
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$227K
|
–
|
–
|
–
|
|
|
173
|
Strid Group
Newtown Square,
Pennsylvania
|
$219K
|
+$218K
|
+9,679
|
New
|
|
|
174
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$210K
|
+$83.8K
|
+3,713
|
+67%
|
|
|
175
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$142K
|
–
|
–
|
–
|
|
