|
151
|
MYeCFO
La Jolla,
California
|
$3.16M
|
-$130K
|
-4,980
|
-4%
|
|
|
152
|
FIDELIS iM
Medford,
Oregon
|
$3.08M
|
-$5.63K
|
-216
|
-0.2%
|
|
|
153
|
Perigon Wealth Management
San Francisco,
California
|
$3.08M
|
+$60.6K
|
+2,326
|
+2%
|
|
|
154
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$3.05M
|
+$2.99M
|
+114,802
|
New
|
|
|
155
|
Retirement Guys Formula
Maumee,
Ohio
|
$3.03M
|
-$147K
|
-5,633
|
-5%
|
|
|
156
|
Fortis Capital Management
Bellevue,
Washington
|
$3.03M
|
+$120K
|
+4,622
|
+4%
|
|
|
157
|
Strategic Financial Planning
Plano,
Texas
|
$3.02M
|
-$488K
|
-18,723
|
-14%
|
|
|
158
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$3.02M
|
+$317K
|
+12,177
|
+12%
|
|
|
159
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$3M
|
-$272K
|
-10,427
|
-8%
|
|
|
160
|
Bogart Wealth LLC
Mclean,
Virginia
|
$2.96M
|
-$50.4K
|
-1,935
|
-2%
|
|
|
161
|
Sunbelt Securities
Houston,
Texas
|
$2.93M
|
+$217K
|
+8,320
|
+8%
|
|
|
162
|
Pioneer Wealth Management Group
Austin,
Texas
|
$2.86M
|
-$216K
|
-8,274
|
-7%
|
|
|
163
|
Ameriprise
Minneapolis,
Minnesota
|
$2.85M
|
+$219K
|
+8,412
|
+9%
|
|
|
164
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$2.85M
|
+$97.8K
|
+3,754
|
+4%
|
|
|
165
|
Oakwell Private Wealth Management
Austin,
Texas
|
$2.82M
|
–
|
–
|
–
|
|
|
166
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.82M
|
-$12.7K
|
-488
|
-0.5%
|
|
|
167
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.82M
|
+$24.1K
|
+923
|
+0.9%
|
|
|
168
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.78M
|
-$43.9K
|
-1,684
|
-2%
|
|
|
169
|
Creekside Partners
Petaluma,
California
|
$2.74M
|
+$2.69M
|
+103,199
|
New
|
|
|
170
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.73M
|
-$50.7K
|
-1,944
|
-2%
|
|
|
171
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.71M
|
-$988K
|
-37,922
|
-27%
|
|
|
172
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$2.67M
|
–
|
–
|
–
|
|
|
173
|
Cobblestone Capital Advisors
Rochester,
New York
|
$2.67M
|
-$59.7K
|
-2,289
|
-2%
|
|
|
174
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2.66M
|
+$75.3K
|
+2,890
|
+3%
|
|
|
175
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$2.66M
|
-$39.2K
|
-1,503
|
-1%
|
|
