|
151
|
Tidal Investments
Milwaukee,
Wisconsin
|
$3.54M
|
+$3.56M
|
+70,251
|
New
|
|
|
152
|
TRB Wealth Management
Houston,
Texas
|
$3.51M
|
+$3.51M
|
+69,249
|
New
|
|
|
153
|
Rockefeller Capital Management
New York
|
$3.49M
|
+$1.34M
|
+26,475
|
+62%
|
|
|
154
|
Retirement Capital Strategies
San Jose,
California
|
$3.41M
|
+$3.41M
|
+67,423
|
New
|
|
|
155
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.4M
|
-$767K
|
-15,140
|
-18%
|
|
|
156
|
David Kennon
Sarasota,
Florida
|
$3.4M
|
+$3.4M
|
+67,110
|
New
|
|
|
157
|
Oakmont Advisory Group
Albuquerque,
New Mexico
|
$3.32M
|
+$910K
|
+17,967
|
+38%
|
|
|
158
|
Chesley Taft & Associates
Chicago,
Illinois
|
$3.31M
|
+$1.23M
|
+24,327
|
+59%
|
|
|
159
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.29M
|
+$436K
|
+8,605
|
+15%
|
|
|
160
|
URS Advisory
Jupiter,
Florida
|
$3.27M
|
+$577K
|
+11,403
|
+21%
|
|
|
161
|
Tempus Wealth Planning
Irvine,
California
|
$3.18M
|
-$347K
|
-6,857
|
-10%
|
|
|
162
|
OFC Financial Planning
Short Hills,
New Jersey
|
$3.11M
|
-$49.2K
|
-972
|
-2%
|
|
|
163
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.1M
|
-$73.4K
|
-1,450
|
-2%
|
|
|
164
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$3.08M
|
+$633K
|
+12,503
|
+26%
|
|
|
165
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.02M
|
+$3.02M
|
+59,678
|
New
|
|
|
166
|
Ariadne Wealth Management
Santa Barbara,
California
|
$3.01M
|
-$696K
|
-13,747
|
-19%
|
|
|
167
|
Zhang Financial
Portage,
Michigan
|
$2.94M
|
-$1.41M
|
-27,877
|
-32%
|
|
|
168
|
|
$2.92M
|
+$6.28K
|
+124
|
+0.2%
|
|
|
169
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.77M
|
+$177K
|
+3,502
|
+7%
|
|
|
170
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$2.74M
|
+$75.1K
|
+1,484
|
+3%
|
|
|
171
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$2.7M
|
-$104K
|
-2,049
|
-4%
|
|
|
172
|
Avidian Wealth Enterprises
Houston,
Texas
|
$2.61M
|
+$175K
|
+3,452
|
+7%
|
|
|
173
|
Wills Financial Group
Richmond,
Virginia
|
$2.57M
|
+$2.58M
|
+50,907
|
New
|
|
|
174
|
Two Sigma Securities
New York
|
$2.55M
|
+$602K
|
+11,891
|
+31%
|
|
|
175
|
9823 Capital
Dallas,
Texas
|
$2.53M
|
+$419K
|
+8,282
|
+20%
|
|
