|
126
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$5.46M
|
+$473K
|
+14,178
|
+9%
|
|
|
127
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$5.46M
|
+$364K
|
+10,920
|
+7%
|
|
|
128
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.37M
|
+$36.4K
|
+1,091
|
+0.7%
|
|
|
129
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$5.35M
|
-$40.8K
|
-1,223
|
-0.7%
|
|
|
130
|
Brightwater Advisory
Tampa,
Florida
|
$5.26M
|
+$12.6K
|
+378
|
+0.2%
|
|
|
131
|
Rockbridge Investment Management
Syracuse,
New York
|
$5.25M
|
-$463K
|
-13,874
|
-8%
|
|
|
132
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$5.24M
|
+$5.33M
|
+159,898
|
New
|
|
|
133
|
Parallel Advisors
San Francisco,
California
|
$5.23M
|
-$150K
|
-4,505
|
-3%
|
|
|
134
|
EP Wealth Advisors
Torrance,
California
|
$5.21M
|
+$5.3M
|
+158,942
|
New
|
|
|
135
|
MAI Capital Management
Independence,
Ohio
|
$5.17M
|
+$85.4K
|
+2,562
|
+2%
|
|
|
136
|
Fairway Financial
Casselberry,
Florida
|
$5.17M
|
+$231K
|
+6,928
|
+5%
|
|
|
137
|
Joule Financial
Lexington,
Kentucky
|
$5.12M
|
-$218K
|
-6,535
|
-4%
|
|
|
138
|
Wakefield Asset Management
Englewood,
Colorado
|
$5.08M
|
-$146K
|
-4,369
|
-3%
|
|
|
139
|
Mission Wealth Management
Santa Barbara,
California
|
$5.05M
|
-$496K
|
-14,887
|
-9%
|
|
|
140
|
FIDELIS iM
Medford,
Oregon
|
$5.04M
|
+$2.09M
|
+62,530
|
+68%
|
|
|
141
|
Perigon Wealth Management
San Francisco,
California
|
$5.02M
|
+$151K
|
+4,536
|
+3%
|
|
|
142
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$4.98M
|
+$471K
|
+14,136
|
+10%
|
|
|
143
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.97M
|
-$306K
|
-9,177
|
-6%
|
|
|
144
|
Bangor Savings Bank
Bangor,
Maine
|
$4.95M
|
-$47.8K
|
-1,434
|
-0.9%
|
|
|
145
|
MML Investors Services
Springfield,
Massachusetts
|
$4.91M
|
+$215K
|
+6,448
|
+4%
|
|
|
146
|
Upper Left Wealth Management
Tampa,
Florida
|
$4.84M
|
-$25.4K
|
-762
|
-0.5%
|
|
|
147
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$4.81M
|
-$38.1K
|
-1,142
|
-0.8%
|
|
|
148
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.72M
|
-$349K
|
-10,467
|
-7%
|
|
|
149
|
Farther Finance Advisors
San Francisco,
California
|
$4.66M
|
+$1.24M
|
+37,122
|
+35%
|
|
|
150
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$4.63M
|
-$198K
|
-5,926
|
-4%
|
|
