|
126
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.2M
|
-$48.7K
|
-1,599
|
-4%
|
|
|
127
|
Dopkins Wealth Management
Williamsville,
New York
|
$1.18M
|
+$1.14M
|
+37,513
|
New
|
|
|
128
|
Richard P. Slaughter Associates
Austin,
Texas
|
$1.17M
|
+$285K
|
+9,359
|
+33%
|
|
|
129
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.17M
|
+$183K
|
+6,019
|
+19%
|
|
|
130
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$1.12M
|
-$102K
|
-3,362
|
-9%
|
|
|
131
|
Oakwell Private Wealth Management
Austin,
Texas
|
$1.1M
|
-$291K
|
-9,542
|
-22%
|
|
|
132
|
CVA Family Office
Denver,
Colorado
|
$1.09M
|
-$353K
|
-11,596
|
-25%
|
|
|
133
|
Means Investment Company
Bangor,
Maine
|
$1.05M
|
+$402K
|
+13,179
|
+65%
|
|
|
134
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.05M
|
-$4.24M
|
-139,108
|
-81%
|
|
|
135
|
SOL Capital Management
Rockville,
Maryland
|
$1.02M
|
-$97.1K
|
-3,187
|
-9%
|
|
|
136
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.02M
|
+$79.8K
|
+2,619
|
+9%
|
|
|
137
|
Financial Engines Advisors
Santa Clara,
California
|
$1M
|
+$8.35K
|
+274
|
+0.9%
|
|
|
138
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$994K
|
+$55K
|
+1,806
|
+6%
|
|
|
139
|
Colony Family Offices
Charlotte,
North Carolina
|
$984K
|
+$40.7K
|
+1,336
|
+4%
|
|
|
140
|
Pacific Capital Wealth Advisors
Corona,
California
|
$982K
|
+$2.41K
|
+79
|
+0.3%
|
|
|
141
|
Mercer Global Advisors
Denver,
Colorado
|
$975K
|
-$335K
|
-10,999
|
-26%
|
|
|
142
|
Wealth Architects
Mountain View,
California
|
$975K
|
-$43.4K
|
-1,423
|
-4%
|
|
|
143
|
SeaCrest Wealth Management
Purchase,
New York
|
$918K
|
-$40.9K
|
-1,343
|
-4%
|
|
|
144
|
Leisure Capital Management
Costa Mesa,
California
|
$918K
|
+$211K
|
+6,936
|
+31%
|
|
|
145
|
Capasso Planning Partners
Charleston,
South Carolina
|
$899K
|
-$32.7K
|
-1,074
|
-4%
|
|
|
146
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$888K
|
-$279K
|
-9,163
|
-25%
|
|
|
147
|
Passive Capital Management
Baltimore,
Maryland
|
$882K
|
+$6.95K
|
+228
|
+0.8%
|
|
|
148
|
Sequoia Financial Advisors
Akron,
Ohio
|
$871K
|
-$305K
|
-10,011
|
-27%
|
|
|
149
|
Cresset Asset Management
Chicago,
Illinois
|
$862K
|
-$635K
|
-20,858
|
-43%
|
|
|
150
|
McLean Asset Management
Tysons,
Virginia
|
$860K
|
+$833K
|
+27,339
|
New
|
|
