|
151
|
WESPAC Advisors
Orinda,
California
|
$429K
|
+$392K
|
+5,027
|
New
|
|
|
152
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$421K
|
-$77.9K
|
-999
|
-17%
|
|
|
153
|
HF Advisory Group
Annapolis,
Maryland
|
$421K
|
+$21.3K
|
+273
|
+6%
|
|
|
154
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$414K
|
-$208K
|
-2,666
|
-35%
|
|
|
155
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$409K
|
-$229K
|
-2,943
|
-38%
|
|
|
156
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$408K
|
+$2.34K
|
+30
|
+0.6%
|
|
|
157
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$405K
|
+$15.4K
|
+198
|
+4%
|
|
|
158
|
Steward Partners Investment Advisory
New York
|
$401K
|
+$29.7K
|
+381
|
+9%
|
|
|
159
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$397K
|
-$203K
|
-2,600
|
-36%
|
|
|
160
|
CIBC World Market
Toronto,
Ontario, Canada
|
$393K
|
+$25.3K
|
+325
|
+8%
|
|
|
161
|
Rollins Financial
Atlanta,
Georgia
|
$392K
|
-$108K
|
-1,390
|
-23%
|
|
|
162
|
Rollins Financial Advisors
New York City,
New York
|
$392K
|
+$357K
|
+4,585
|
New
|
|
|
163
|
Gryphon Financial Partners
Columbus,
Ohio
|
$388K
|
–
|
–
|
–
|
|
|
164
|
Koshinski Asset Management
Decatur,
Illinois
|
$383K
|
+$68.4K
|
+877
|
+24%
|
|
|
165
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$383K
|
+$33.9K
|
+435
|
+11%
|
|
|
166
|
Creekmur Asset Management
Morton,
Illinois
|
$381K
|
+$347K
|
+4,456
|
New
|
|
|
167
|
Level Four Advisory Services
Dallas,
Texas
|
$374K
|
+$341K
|
+4,373
|
New
|
|
|
168
|
Laidlaw Wealth Management
New York City,
New York
|
$361K
|
+$6.94K
|
+89
|
+2%
|
|
|
169
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$359K
|
–
|
–
|
–
|
|
|
170
|
CFM Wealth Partners
Austin,
Texas
|
$352K
|
–
|
–
|
–
|
|
|
171
|
SOA Wealth Advisors
New York
|
$350K
|
+$3.2K
|
+41
|
+1%
|
|
|
172
|
Sunbelt Securities
Houston,
Texas
|
$347K
|
-$13.3K
|
-170
|
-4%
|
|
|
173
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$347K
|
-$31.2K
|
-400
|
-9%
|
|
|
174
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$342K
|
–
|
–
|
–
|
|
|
175
|
LPWM LLC
Minneapolis,
Minnesota
|
$338K
|
+$21.4K
|
+275
|
+8%
|
|
