|
151
|
Successful Portfolios
Clearwater,
Florida
|
$4.46M
|
-$867K
|
-75,246
|
-17%
|
|
|
152
|
Vivaldi Capital Management
Chicago,
Illinois
|
$4.42M
|
-$2.91M
|
-252,114
|
-43%
|
|
|
153
|
Modus Advisors
Excelsior,
Minnesota
|
$4.27M
|
-$3.9M
|
-337,962
|
-49%
|
|
|
154
|
Advisory Services Network
Atlanta,
Georgia
|
$4.16M
|
+$249K
|
+21,600
|
+7%
|
|
|
155
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$3.99M
|
-$384K
|
-33,330
|
-9%
|
|
|
156
|
Davis Capital Management
Jacksonville,
Florida
|
$3.98M
|
+$132K
|
+11,478
|
+4%
|
|
|
157
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.98M
|
-$595K
|
-51,606
|
-14%
|
|
|
158
|
WFA of San Diego
San Diego,
California
|
$3.98M
|
+$3.74M
|
+324,612
|
New
|
|
|
159
|
Mutual Advisors
Omaha,
Nebraska
|
$3.94M
|
+$908K
|
+78,738
|
+32%
|
|
|
160
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$3.94M
|
+$202K
|
+17,514
|
+6%
|
|
|
161
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$3.92M
|
-$61.4K
|
-5,328
|
-2%
|
|
|
162
|
CVA Family Office
Denver,
Colorado
|
$3.88M
|
+$1.57M
|
+136,050
|
+75%
|
|
|
163
|
Chevy Chase Trust
Bethesda,
Maryland
|
$3.77M
|
–
|
–
|
–
|
|
|
164
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.76M
|
-$165K
|
-14,346
|
-4%
|
|
|
165
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.65M
|
-$479K
|
-41,580
|
-12%
|
|
|
166
|
Red Door Wealth Management
Memphis,
Tennessee
|
$3.64M
|
+$1.08M
|
+93,720
|
+46%
|
|
|
167
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$3.63M
|
-$26.9M
|
-2,333,754
|
-89%
|
|
|
168
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$3.62M
|
-$74.9K
|
-6,498
|
-2%
|
|
|
169
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$3.62M
|
-$1.42M
|
-123,594
|
-30%
|
|
|
170
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.6M
|
+$8.65K
|
+750
|
+0.3%
|
|
|
171
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$3.58M
|
-$85.9K
|
-7,452
|
-2%
|
|
|
172
|
REDW Wealth
Albuquerque,
New Mexico
|
$3.54M
|
+$533K
|
+46,242
|
+19%
|
|
|
173
|
Starfire Investment Advisers
Southfield,
Michigan
|
$3.52M
|
+$98K
|
+8,502
|
+3%
|
|
|
174
|
Liberty Capital Management
Birmingham,
Michigan
|
$3.46M
|
+$34.5K
|
+2,994
|
+1%
|
|
|
175
|
Mission Creek Capital Partners
San Francisco,
California
|
$3.46M
|
-$202K
|
-17,544
|
-6%
|
|
