|
176
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$3.45M
|
+$419K
|
+31,890
|
+14%
|
|
|
177
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.35M
|
+$149K
|
+11,310
|
+5%
|
|
|
178
|
AJ Wealth Strategies
New York
|
$3.3M
|
-$67.4K
|
-5,124
|
-2%
|
|
|
179
|
AMI Investment Management
Kendallville,
Indiana
|
$3.29M
|
+$220K
|
+16,758
|
+7%
|
|
|
180
|
Asset Dedication LLC
San Francisco,
California
|
$3.28M
|
+$128K
|
+9,762
|
+4%
|
|
|
181
|
L.J. Altfest & Co
New York
|
$3.28M
|
+$18.3K
|
+1,392
|
+0.6%
|
|
|
182
|
Fidelity Investments
Boston,
Massachusetts
|
$3.25M
|
+$968K
|
+73,626
|
+43%
|
|
|
183
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$3.24M
|
+$82.2K
|
+6,252
|
+3%
|
|
|
184
|
Financial Consulate
Hunt Valley,
Maryland
|
$3.18M
|
+$36K
|
+2,736
|
+1%
|
|
|
185
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.18M
|
+$693K
|
+52,680
|
+28%
|
|
|
186
|
Belpointe Asset Management
Reno,
Nevada
|
$3.16M
|
+$327K
|
+24,876
|
+12%
|
|
|
187
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$3.13M
|
-$4.1K
|
-312
|
-0.1%
|
|
|
188
|
Vista Capital Partners
Portland,
Oregon
|
$3.09M
|
-$23.4K
|
-1,776
|
-0.8%
|
|
|
189
|
KCM Investment Advisors
Greenbrae,
California
|
$3.08M
|
-$112K
|
-8,508
|
-4%
|
|
|
190
|
Cresset Asset Management
Chicago,
Illinois
|
$3.06M
|
-$154K
|
-11,730
|
-5%
|
|
|
191
|
ProVise Management Group
Clearwater,
Florida
|
$3.06M
|
+$26.5K
|
+2,016
|
+0.9%
|
|
|
192
|
Private Advisor Group
Morristown,
New Jersey
|
$3.05M
|
-$12.4K
|
-942
|
-0.4%
|
|
|
193
|
Zhang Financial
Portage,
Michigan
|
$3.03M
|
-$170K
|
-12,954
|
-5%
|
|
|
194
|
Leavell Investment Management
Mobile,
Alabama
|
$3M
|
+$43.7K
|
+3,324
|
+1%
|
|
|
195
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$3M
|
–
|
–
|
–
|
|
|
196
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$2.96M
|
+$78.5K
|
+5,970
|
+3%
|
|
|
197
|
Naples Global Advisors
Naples,
Florida
|
$2.96M
|
-$41K
|
-3,120
|
-1%
|
|
|
198
|
Fiduciary Group
Savannah,
Georgia
|
$2.95M
|
-$171K
|
-13,032
|
-6%
|
|
|
199
|
Cordant Inc
Portland,
Oregon
|
$2.95M
|
-$260K
|
-19,806
|
-8%
|
|
|
200
|
BCWM LLC
Overland Park,
Kansas
|
$2.94M
|
-$22.2K
|
-1,692
|
-0.8%
|
|
