|
151
|
EP Wealth Advisors
Torrance,
California
|
$260K
|
+$260K
|
+5,771
|
New
|
|
|
152
|
Helium Advisors
Everett,
Washington
|
$248K
|
-$929K
|
-20,622
|
-79%
|
|
|
153
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$245K
|
+$244K
|
+5,425
|
New
|
|
|
154
|
GEM Asset Management
Plymouth,
Michigan
|
$232K
|
+$1.31K
|
+29
|
+0.6%
|
|
|
155
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$230K
|
-$111K
|
-2,472
|
-33%
|
|
|
156
|
Evergreen Capital Management
Bellevue,
Washington
|
$230K
|
–
|
–
|
–
|
|
|
157
|
Mercer Global Advisors
Denver,
Colorado
|
$228K
|
+$228K
|
+5,063
|
New
|
|
|
158
|
Barnes Wealth Management Group
Bakersfield,
California
|
$215K
|
+$215K
|
+4,775
|
New
|
|
|
159
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$215K
|
+$215K
|
+4,773
|
New
|
|
|
160
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$214K
|
+$214K
|
+4,746
|
New
|
|
|
161
|
Leavell Investment Management
Mobile,
Alabama
|
$205K
|
-$4.05K
|
-90
|
-2%
|
|
|
162
|
Snowden Capital Advisors
New York
|
$204K
|
-$236K
|
-5,239
|
-54%
|
|
|
163
|
Twin City Private Wealth
Winston-Salem,
North Carolina
|
$201K
|
-$5K
|
-111
|
-2%
|
|
|
164
|
AE Wealth Management
Topeka,
Kansas
|
$79.6K
|
+$36.2K
|
+803
|
+84%
|
|
|
165
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$74K
|
+$73.9K
|
+1,640
|
New
|
|
|
166
|
Private Trust Company
Cleveland,
Ohio
|
$64.9K
|
+$1.04K
|
+23
|
+2%
|
|
|
167
|
Kingdom Financial Group
Peoria,
Arizona
|
$57.7K
|
+$766
|
+17
|
+1%
|
|
|
168
|
Rossby Financial
Melbourne,
Florida
|
$52.6K
|
+$9.82K
|
+218
|
+23%
|
|
|
169
|
Strategic Wealth Partners
Independence,
Ohio
|
$35.5K
|
–
|
–
|
–
|
|
|
170
|
CoreCap Advisors
Southfield,
Michigan
|
$34.5K
|
–
|
–
|
–
|
|
|
171
|
International Assets Investment Management
Orlando,
Florida
|
$32.5K
|
–
|
–
|
–
|
|
|
172
|
Buck Wealth Strategies
Denver,
Colorado
|
$21.7K
|
+$21.7K
|
+482
|
New
|
|
|
173
|
Compass Financial Management
Tampa,
Florida
|
$19.1K
|
+$19.1K
|
+424
|
New
|
|
|
174
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$13.6K
|
+$13.6K
|
+302
|
New
|
|
|
175
|
Wells Fargo
San Francisco,
California
|
$9.56K
|
-$72K
|
-1,599
|
-88%
|
|
