|
151
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$224K
|
+$234K
|
+1,610
|
New
|
|
|
152
|
Gradient Capital Advisors
San Diego,
California
|
$223K
|
–
|
–
|
–
|
|
|
153
|
IHT Wealth Management
Chicago,
Illinois
|
$222K
|
+$7.11K
|
+49
|
+3%
|
|
|
154
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$220K
|
-$871
|
-6
|
-0.4%
|
|
|
155
|
Summit Wealth Partners
Orlando,
Florida
|
$215K
|
-$25.5K
|
-176
|
-10%
|
|
|
156
|
Trellis Advisors
Ellensburg,
Washington
|
$210K
|
–
|
–
|
–
|
|
|
157
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$209K
|
-$2.9K
|
-20
|
-1%
|
|
|
158
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$205K
|
+$2.32K
|
+16
|
+1%
|
|
|
159
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$204K
|
–
|
–
|
–
|
|
|
160
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$203K
|
+$211K
|
+1,453
|
New
|
|
|
161
|
Parallel Advisors
San Francisco,
California
|
$202K
|
-$69.2K
|
-477
|
-25%
|
|
|
162
|
Leuthold Group
Minneapolis,
Minnesota
|
$202K
|
+$7.25K
|
+50
|
+4%
|
|
|
163
|
Allworth Financial
Folsom,
California
|
$196K
|
–
|
–
|
–
|
|
|
164
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$194K
|
–
|
–
|
–
|
|
|
165
|
Rockefeller Capital Management
New York
|
$174K
|
+$36.4K
|
+251
|
+25%
|
|
|
166
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$167K
|
+$174K
|
+1,200
|
New
|
|
|
167
|
Angeles Investment Advisors
Santa Monica,
California
|
$165K
|
+$171K
|
+1,179
|
New
|
|
|
168
|
American Portfolios Advisors
Holbrook,
New York
|
$160K
|
+$39.8K
|
+274
|
+31%
|
|
|
169
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$148K
|
–
|
–
|
–
|
|
|
170
|
Geneos Wealth Management
Englewood,
Colorado
|
$145K
|
–
|
–
|
–
|
|
|
171
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$145K
|
–
|
–
|
–
|
|
|
172
|
Asset Dedication LLC
San Francisco,
California
|
$138K
|
–
|
–
|
–
|
|
|
173
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$135K
|
-$108K
|
-744
|
-44%
|
|
|
174
|
Glassman Wealth Services
Vienna,
Virginia
|
$128K
|
+$725
|
+5
|
+0.6%
|
|
|
175
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$128K
|
+$133K
|
+915
|
New
|
|
