|
151
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$6.5M
|
-$933K
|
-62,067
|
-12%
|
|
|
152
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$6.44M
|
+$1.79M
|
+119,316
|
+38%
|
|
|
153
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$6.42M
|
-$24.8K
|
-1,650
|
-0.4%
|
|
|
154
|
Apriem Advisors
Irvine,
California
|
$6.4M
|
+$469K
|
+31,203
|
+8%
|
|
|
155
|
Regis Management Company
Menlo Park,
California
|
$6.36M
|
+$25.9K
|
+1,725
|
+0.4%
|
|
|
156
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$6.32M
|
–
|
–
|
–
|
|
|
157
|
RHS Financial
San Francisco,
California
|
$6.12M
|
+$1.23M
|
+82,011
|
+25%
|
|
|
158
|
Bogart Wealth LLC
Mclean,
Virginia
|
$6.1M
|
+$4.4M
|
+292,959
|
+254%
|
|
|
159
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$6.07M
|
+$6.11M
|
+406,443
|
New
|
|
|
160
|
Transform Wealth
Greenwood Village,
Colorado
|
$5.95M
|
+$5.71M
|
+379,794
|
+2,044%
|
|
|
161
|
Opes Wealth Management
Menlo Park,
California
|
$5.93M
|
-$1.28M
|
-85,317
|
-18%
|
|
|
162
|
Ballast Advisors
Woodbury,
Minnesota
|
$5.92M
|
-$101K
|
-6,693
|
-2%
|
|
|
163
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$5.91M
|
+$47.3K
|
+3,150
|
+0.8%
|
|
|
164
|
Fidelity Investments
Boston,
Massachusetts
|
$5.88M
|
+$477K
|
+31,722
|
+9%
|
|
|
165
|
JMG Financial Group
Downers Grove,
Illinois
|
$5.88M
|
-$256K
|
-17,040
|
-4%
|
|
|
166
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$5.86M
|
+$169K
|
+11,259
|
+3%
|
|
|
167
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$5.82M
|
+$584K
|
+38,832
|
+11%
|
|
|
168
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$5.81M
|
+$5.85M
|
+389,190
|
New
|
|
|
169
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.59M
|
+$902K
|
+60,018
|
+19%
|
|
|
170
|
|
$5.55M
|
+$903K
|
+60,057
|
+19%
|
|
|
171
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$5.54M
|
-$209K
|
-13,902
|
-4%
|
|
|
172
|
Orcam Financial Group
Encinitas,
California
|
$5.52M
|
-$88.1K
|
-5,859
|
-2%
|
|
|
173
|
TruWealth Advisors
Metairie,
Louisiana
|
$5.37M
|
+$60.7K
|
+4,041
|
+1%
|
|
|
174
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$5.26M
|
+$5.29M
|
+352,317
|
New
|
|
|
175
|
CX Institutional
Auburn,
Indiana
|
$5.08M
|
+$1.91M
|
+126,810
|
+59%
|
|
