|
226
|
Western Wealth Management
Golden,
Colorado
|
$3.05M
|
-$1.02M
|
-13,645
|
-25%
|
|
|
227
|
Vivid Financial Management
Orcutt,
California
|
$3.04M
|
-$565K
|
-7,566
|
-16%
|
|
|
228
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.03M
|
+$322K
|
+4,310
|
+12%
|
|
|
229
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$3.01M
|
-$2.91K
|
-39
|
-0.1%
|
|
|
230
|
Soltis Investment Advisors
St. George,
Utah
|
$2.97M
|
+$22.4K
|
+300
|
+0.8%
|
|
|
231
|
Vicus Capital
State College,
Pennsylvania
|
$2.96M
|
-$432K
|
-5,784
|
-13%
|
|
|
232
|
Allen Investment Management
New York
|
$2.96M
|
-$151K
|
-2,026
|
-5%
|
|
|
233
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.93M
|
+$55.1K
|
+738
|
+2%
|
|
|
234
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2.91M
|
+$2.12M
|
+28,470
|
+283%
|
|
|
235
|
|
$2.89M
|
-$75.7K
|
-1,014
|
-3%
|
|
|
236
|
Summit Financial
Parsippany,
New Jersey
|
$2.88M
|
+$175K
|
+2,344
|
+7%
|
|
|
237
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.88M
|
+$1.14M
|
+15,217
|
+75%
|
|
|
238
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$2.83M
|
–
|
–
|
–
|
|
|
239
|
First Ascent Asset Management
Denver,
Colorado
|
$2.82M
|
-$486K
|
-6,513
|
-15%
|
|
|
240
|
|
$2.77M
|
-$142K
|
-1,900
|
-5%
|
|
|
241
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$2.77M
|
-$68.4K
|
-917
|
-2%
|
|
|
242
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.75M
|
-$1.87K
|
-25
|
-0.1%
|
|
|
243
|
Atria Investments
Charlotte,
North Carolina
|
$2.62M
|
+$159K
|
+2,128
|
+7%
|
|
|
244
|
New Capital Management
Houston,
Texas
|
$2.6M
|
-$58.3K
|
-781
|
-2%
|
|
|
245
|
Single Point Partners
Boston,
Massachusetts
|
$2.59M
|
+$58.7K
|
+786
|
+2%
|
|
|
246
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.52M
|
-$282K
|
-3,784
|
-10%
|
|
|
247
|
First Foundation Advisors
Irvine,
California
|
$2.48M
|
+$10.7K
|
+144
|
+0.4%
|
|
|
248
|
|
$2.48M
|
-$8.96K
|
-120
|
-0.4%
|
|
|
249
|
Lazard Asset Management
New York
|
$2.48M
|
–
|
–
|
–
|
|
|
250
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$2.47M
|
+$3.06K
|
+41
|
+0.1%
|
|
