|
126
|
Mission Wealth Management
Santa Barbara,
California
|
$12.6M
|
+$10.8M
|
+558,876
|
+934%
|
|
|
127
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$12.5M
|
-$306K
|
-15,825
|
-3%
|
|
|
128
|
Libra Wealth
Los Gatos,
California
|
$12.5M
|
-$338K
|
-17,490
|
-3%
|
|
|
129
|
Intelligence Driven Advisers
Carlsbad,
California
|
$12.2M
|
-$579K
|
-29,934
|
-5%
|
|
|
130
|
Transform Wealth
Greenwood Village,
Colorado
|
$12.1M
|
+$1.83M
|
+94,422
|
+19%
|
|
|
131
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$12M
|
+$54.9K
|
+2,835
|
+0.5%
|
|
|
132
|
Vista Capital Partners
Portland,
Oregon
|
$12M
|
-$123K
|
-6,366
|
-1%
|
|
|
133
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.7M
|
+$17.6K
|
+912
|
+0.2%
|
|
|
134
|
Fidelity Investments
Boston,
Massachusetts
|
$11.6M
|
+$2.34M
|
+120,771
|
+27%
|
|
|
135
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$11.5M
|
-$1.54M
|
-79,614
|
-12%
|
|
|
136
|
Valicenti Advisory Services
Elmira,
New York
|
$11.4M
|
-$13.6K
|
-702
|
-0.1%
|
|
|
137
|
Weinberger Asset Management
Los Angeles,
California
|
$11.4M
|
-$40.3K
|
-2,082
|
-0.4%
|
|
|
138
|
Passive Capital Management
Baltimore,
Maryland
|
$11.3M
|
-$44.6K
|
-2,307
|
-0.4%
|
|
|
139
|
Dodds Wealth
Greenwood Village,
Colorado
|
$11.3M
|
+$2M
|
+103,320
|
+23%
|
|
|
140
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$11.1M
|
+$338K
|
+17,472
|
+3%
|
|
|
141
|
Opes Wealth Management
Menlo Park,
California
|
$11M
|
-$1.39K
|
-72
|
-0%
|
|
|
142
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.5M
|
+$1.13M
|
+58,578
|
+13%
|
|
|
143
|
Lido Advisors
Los Angeles,
California
|
$10.5M
|
-$315K
|
-16,254
|
-3%
|
|
|
144
|
Blue Investment Partners
Alamo,
California
|
$10.5M
|
+$1.18M
|
+61,023
|
+13%
|
|
|
145
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$10.2M
|
-$212K
|
-10,971
|
-2%
|
|
|
146
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$10.2M
|
-$212K
|
-10,956
|
-2%
|
|
|
147
|
Atomi Financial Group
New York
|
$10.1M
|
-$320K
|
-16,533
|
-3%
|
|
|
148
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$10.1M
|
+$103K
|
+5,337
|
+1%
|
|
|
149
|
Everhart Financial Group
Dublin,
Ohio
|
$9.99M
|
-$52.4K
|
-2,706
|
-0.5%
|
|
|
150
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$9.8M
|
-$127K
|
-6,555
|
-1%
|
|
