|
126
|
Cypress Wealth Services
Palm Desert,
California
|
$354K
|
+$49.5K
|
+1,489
|
+17%
|
|
|
127
|
Summit Wealth Partners
Orlando,
Florida
|
$347K
|
-$46.6K
|
-1,402
|
-12%
|
|
|
128
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$345K
|
-$7.71K
|
-232
|
-2%
|
|
|
129
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$341K
|
+$2.23K
|
+67
|
+0.7%
|
|
|
130
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$339K
|
+$21.6K
|
+650
|
+7%
|
|
|
131
|
NWF Advisory Services
Los Angeles,
California
|
$338K
|
–
|
–
|
–
|
|
|
132
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$337K
|
+$16.5K
|
+497
|
+5%
|
|
|
133
|
TFO Wealth Partners
Maumee,
Ohio
|
$337K
|
–
|
–
|
–
|
|
|
134
|
Strategic Blueprint
Atlanta,
Georgia
|
$334K
|
-$127K
|
-3,820
|
-28%
|
|
|
135
|
Integrity Financial
Cheyenne,
Wyoming
|
$311K
|
–
|
–
|
–
|
|
|
136
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$299K
|
+$16.6K
|
+500
|
+6%
|
|
|
137
|
Citadel Advisors
Miami,
Florida
|
$297K
|
-$534K
|
-16,066
|
-65%
|
|
|
138
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$297K
|
–
|
–
|
–
|
|
|
139
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$295K
|
–
|
–
|
–
|
|
|
140
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$290K
|
+$283K
|
+8,495
|
New
|
|
|
141
|
Mitchell Capital Management
Leawood,
Kansas
|
$282K
|
+$275K
|
+8,280
|
New
|
|
|
142
|
Avantax Advisory Services
Dallas,
Texas
|
$280K
|
-$14.2K
|
-428
|
-5%
|
|
|
143
|
SageView Advisory Group
Newport Beach,
California
|
$267K
|
+$247K
|
+7,434
|
New
|
|
|
144
|
JDM Financial Group
Austin,
Texas
|
$266K
|
+$259K
|
+7,790
|
New
|
|
|
145
|
Mutual Advisors
Omaha,
Nebraska
|
$263K
|
–
|
–
|
–
|
|
|
146
|
Drive Wealth Management
Lehi,
Utah
|
$262K
|
+$255K
|
+7,673
|
New
|
|
|
147
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$259K
|
-$73.5K
|
-2,211
|
-9%
|
|
|
148
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$227K
|
+$532
|
+16
|
+0.2%
|
|
|
149
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$223K
|
+$218K
|
+6,549
|
New
|
|
|
150
|
Advisornet Financial
Minnetonka,
Minnesota
|
$219K
|
+$2.53K
|
+76
|
+1%
|
|
