|
151
|
Retirement Capital Strategies
San Jose,
California
|
$2.45M
|
+$2.44M
|
+48,350
|
New
|
|
|
152
|
Peterson Wealth Advisors
Orem,
Utah
|
$2.44M
|
-$151K
|
-2,978
|
-6%
|
|
|
153
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$2.44M
|
–
|
–
|
–
|
|
|
154
|
Michels Family Financial
Fort Worth,
Texas
|
$2.42M
|
-$33.9K
|
-670
|
-1%
|
|
|
155
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$2.41M
|
+$107K
|
+2,117
|
+5%
|
|
|
156
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$2.37M
|
+$368K
|
+7,272
|
+18%
|
|
|
157
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$2.36M
|
+$104K
|
+2,065
|
+5%
|
|
|
158
|
Belpointe Asset Management
Reno,
Nevada
|
$2.36M
|
-$106K
|
-2,091
|
-4%
|
|
|
159
|
Avidian Wealth Enterprises
Houston,
Texas
|
$2.36M
|
-$690K
|
-13,652
|
-23%
|
|
|
160
|
Acute Investment Advisory
Mesa,
Arizona
|
$2.33M
|
-$1.66M
|
-32,823
|
-42%
|
|
|
161
|
Zacks Investment Management
Chicago,
Illinois
|
$2.23M
|
-$300K
|
-5,938
|
-12%
|
|
|
162
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.21M
|
+$696K
|
+13,760
|
+46%
|
|
|
163
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$2.19M
|
+$2.18M
|
+43,135
|
New
|
|
|
164
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$2.16M
|
-$1.37M
|
-27,005
|
-39%
|
|
|
165
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.15M
|
+$784K
|
+15,497
|
+57%
|
|
|
166
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.15M
|
+$32.5K
|
+643
|
+2%
|
|
|
167
|
Avantax Advisory Services
Dallas,
Texas
|
$2.15M
|
+$109K
|
+2,151
|
+5%
|
|
|
168
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$2.14M
|
+$107K
|
+2,112
|
+5%
|
|
|
169
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.11M
|
+$412K
|
+8,141
|
+24%
|
|
|
170
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.11M
|
+$3.24K
|
+64
|
+0.2%
|
|
|
171
|
AssetMark Inc
Concord,
California
|
$2.1M
|
+$1.84M
|
+36,441
|
+730%
|
|
|
172
|
|
$2.08M
|
+$262K
|
+5,172
|
+14%
|
|
|
173
|
True Link Financial Advisors
San Francisco,
California
|
$2.08M
|
–
|
–
|
–
|
|
|
174
|
Vise Technologies
New York
|
$2.03M
|
+$2.03M
|
+40,114
|
New
|
|
|
175
|
|
$2.03M
|
+$2.02M
|
+40,011
|
New
|
|
