|
126
|
|
$1.23M
|
+$719K
|
+21,556
|
+251%
|
|
|
127
|
Dopkins Wealth Management
Williamsville,
New York
|
$1.23M
|
-$31.7K
|
-950
|
-3%
|
|
|
128
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$1.2M
|
–
|
–
|
–
|
|
|
129
|
Renaissance Technologies
New York
|
$1.18M
|
+$357K
|
+10,700
|
+44%
|
|
|
130
|
CVA Family Office
Denver,
Colorado
|
$1.16M
|
+$100
|
+3
|
+0%
|
|
|
131
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.16M
|
-$130K
|
-3,902
|
-10%
|
|
|
132
|
SOL Capital Management
Rockville,
Maryland
|
$1.11M
|
+$18.3K
|
+547
|
+2%
|
|
|
133
|
Oakwell Private Wealth Management
Austin,
Texas
|
$1.1M
|
-$71.6K
|
-2,146
|
-6%
|
|
|
134
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.09M
|
-$200
|
-6
|
-0%
|
|
|
135
|
Colony Family Offices
Charlotte,
North Carolina
|
$1.09M
|
+$34.5K
|
+1,034
|
+3%
|
|
|
136
|
Richard P. Slaughter Associates
Austin,
Texas
|
$1.08M
|
-$180K
|
-5,408
|
-14%
|
|
|
137
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.06M
|
-$334
|
-10
|
-0%
|
|
|
138
|
Financial Engines Advisors
Santa Clara,
California
|
$1.05M
|
-$28K
|
-838
|
-3%
|
|
|
139
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.05M
|
-$72.5K
|
-2,174
|
-7%
|
|
|
140
|
Wealth Architects
Mountain View,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
141
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.04M
|
-$13.7K
|
-411
|
-1%
|
|
|
142
|
Mercer Global Advisors
Denver,
Colorado
|
$967K
|
-$76.9K
|
-2,304
|
-7%
|
|
|
143
|
SeaCrest Wealth Management
Purchase,
New York
|
$950K
|
-$33.7K
|
-1,010
|
-3%
|
|
|
144
|
Krilogy Financial
St. Louis,
Missouri
|
$945K
|
-$948K
|
-28,408
|
-50%
|
|
|
145
|
Passive Capital Management
Baltimore,
Maryland
|
$932K
|
-$12.7K
|
-382
|
-1%
|
|
|
146
|
Capasso Planning Partners
Charleston,
South Carolina
|
$917K
|
-$45.7K
|
-1,369
|
-5%
|
|
|
147
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$915K
|
-$35.7K
|
-1,070
|
-4%
|
|
|
148
|
Stone Summit Wealth
Miami,
Florida
|
$908K
|
+$62.1K
|
+1,862
|
+7%
|
|
|
149
|
Cresset Asset Management
Chicago,
Illinois
|
$884K
|
-$39.1K
|
-1,172
|
-4%
|
|
|
150
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$845K
|
-$50.5K
|
-1,513
|
-6%
|
|
