|
126
|
Yoder Wealth Management
Walnut Creek,
California
|
$350K
|
+$81.9K
|
+3,600
|
+30%
|
|
|
127
|
Beacon Pointe Advisors
Newport Beach,
California
|
$340K
|
-$592
|
-26
|
-0.2%
|
|
|
128
|
Focused Wealth Management
Newburgh,
New York
|
$340K
|
+$15.9K
|
+698
|
+5%
|
|
|
129
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$332K
|
–
|
–
|
–
|
|
|
130
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$317K
|
-$323K
|
-14,206
|
-50%
|
|
|
131
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$316K
|
+$29.1K
|
+1,280
|
+10%
|
|
|
132
|
Safeguard Financial
Minocqua,
Wisconsin
|
$302K
|
+$303K
|
+13,315
|
New
|
|
|
133
|
Autumn Glory Partners
Dallas,
Texas
|
$285K
|
–
|
–
|
–
|
|
|
134
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$283K
|
+$1.8K
|
+79
|
+0.6%
|
|
|
135
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$276K
|
-$76.8K
|
-3,377
|
-22%
|
|
|
136
|
Mattern Capital Management
Lakewood,
Colorado
|
$275K
|
+$276K
|
+12,118
|
New
|
|
|
137
|
Strategic Financial Concepts
San Antonio,
Texas
|
$274K
|
+$61.4K
|
+2,700
|
+29%
|
|
|
138
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$271K
|
-$74.3K
|
-3,264
|
-21%
|
|
|
139
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$254K
|
+$238K
|
+10,451
|
+1,454%
|
|
|
140
|
Highland Financial Advisors
Wayne,
New Jersey
|
$250K
|
–
|
–
|
–
|
|
|
141
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$243K
|
-$1.17M
|
-51,379
|
-83%
|
|
|
142
|
Washington Trust
Westerly,
Rhode Island
|
$242K
|
+$242K
|
+10,650
|
New
|
|
|
143
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$238K
|
+$27.3K
|
+1,200
|
+13%
|
|
|
144
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$234K
|
+$234K
|
+10,299
|
New
|
|
|
145
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$223K
|
+$224K
|
+9,832
|
New
|
|
|
146
|
Hills Bank & Trust
North Liberty,
Iowa
|
$222K
|
+$47.9K
|
+2,107
|
+28%
|
|
|
147
|
Focus Partners Wealth
Boston,
Massachusetts
|
$216K
|
+$216K
|
+9,495
|
New
|
|
|
148
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$214K
|
+$214K
|
+9,403
|
New
|
|
|
149
|
Pineridge Advisors
St. Charles,
Missouri
|
$199K
|
–
|
–
|
–
|
|
|
150
|
Montag & Associates
Atlanta,
Georgia
|
$161K
|
–
|
–
|
–
|
|
