|
126
|
CGN Advisors
Manhattan,
Kansas
|
$350K
|
+$12K
|
+546
|
+4%
|
|
|
127
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$350K
|
-$13K
|
-589
|
-4%
|
|
|
128
|
Pacific Wealth Management
San Diego,
California
|
$349K
|
+$333K
|
+15,081
|
New
|
|
|
129
|
Kelly Financial Services
Braintree,
Massachusetts
|
$346K
|
-$20.3K
|
-921
|
-6%
|
|
|
130
|
LGT Financial Advisors
Dallas,
Texas
|
$331K
|
+$315K
|
+14,274
|
New
|
|
|
131
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$296K
|
-$107K
|
-4,832
|
-28%
|
|
|
132
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$295K
|
-$338K
|
-15,305
|
-55%
|
|
|
133
|
Bison Wealth
Atlanta,
Georgia
|
$290K
|
-$44.3K
|
-2,010
|
-15%
|
|
|
134
|
Collective Family Office
York,
Pennsylvania
|
$280K
|
–
|
–
|
–
|
|
|
135
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$277K
|
-$70.8K
|
-3,211
|
-21%
|
|
|
136
|
Valeo Financial Advisors
Carmel,
Indiana
|
$276K
|
+$263K
|
+11,916
|
New
|
|
|
137
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$265K
|
+$252K
|
+11,444
|
New
|
|
|
138
|
Global Retirement Partners
San Rafael,
California
|
$256K
|
+$63.7K
|
+2,888
|
+35%
|
|
|
139
|
Personal CFO Solutions
Chester,
New Jersey
|
$236K
|
-$16.8K
|
-761
|
-7%
|
|
|
140
|
Valmark Advisers
Akron,
Ohio
|
$235K
|
+$224K
|
+10,138
|
New
|
|
|
141
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$230K
|
+$219K
|
+9,915
|
New
|
|
|
142
|
|
$230K
|
+$219K
|
+9,913
|
New
|
|
|
143
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$220K
|
-$59.1K
|
-2,681
|
-22%
|
|
|
144
|
LJI Wealth Management
Indianapolis,
Indiana
|
$218K
|
+$207K
|
+9,406
|
New
|
|
|
145
|
RCS Financial Planning
Annapolis,
Maryland
|
$201K
|
+$191K
|
+8,681
|
New
|
|
|
146
|
GeoWealth Management
Chicago,
Illinois
|
$188K
|
-$8.76K
|
-397
|
-5%
|
|
|
147
|
Comerica Securities
Detroit,
Michigan
|
$139K
|
+$132K
|
+5,980
|
New
|
|
|
148
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$112K
|
+$106K
|
+4,817
|
New
|
|
|
149
|
New Republic Capital
Charlotte,
North Carolina
|
$88.3K
|
+$84K
|
+3,811
|
New
|
|
|
150
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$88.3K
|
+$84K
|
+3,810
|
New
|
|
