|
151
|
Lido Advisors
Los Angeles,
California
|
$13.7M
|
-$492K
|
-25,426
|
-3%
|
|
|
152
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$13.6M
|
–
|
–
|
–
|
|
|
153
|
Waverly Advisors
Birmingham,
Alabama
|
$13.3M
|
+$525K
|
+27,100
|
+4%
|
|
|
154
|
Guardian Financial Partners
Orange,
California
|
$13.3M
|
+$203K
|
+10,504
|
+2%
|
|
|
155
|
Essex LLC
Deer Park,
Illinois
|
$13.3M
|
+$174K
|
+8,982
|
+1%
|
|
|
156
|
MYeCFO
La Jolla,
California
|
$13M
|
-$377K
|
-19,456
|
-3%
|
|
|
157
|
Bristlecone Advisors
Bellevue,
Washington
|
$13M
|
-$159K
|
-8,196
|
-1%
|
|
|
158
|
WBH Advisory
Baltimore,
Maryland
|
$12.7M
|
+$831K
|
+42,916
|
+7%
|
|
|
159
|
Creative Financial Designs
Kokomo,
Indiana
|
$12.7M
|
+$660K
|
+34,086
|
+5%
|
|
|
160
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$12.7M
|
-$39.6K
|
-2,046
|
-0.3%
|
|
|
161
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$12.6M
|
+$19.3K
|
+998
|
+0.2%
|
|
|
162
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$12.6M
|
+$1.98M
|
+102,126
|
+19%
|
|
|
163
|
Black Diamond Financial
Towson,
Maryland
|
$12.5M
|
+$1.7M
|
+88,040
|
+16%
|
|
|
164
|
Libra Wealth
Los Gatos,
California
|
$12.4M
|
-$48.6K
|
-2,512
|
-0.4%
|
|
|
165
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12.2M
|
-$3.11M
|
-160,626
|
-20%
|
|
|
166
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$12M
|
-$220K
|
-11,342
|
-2%
|
|
|
167
|
Blue Barn Wealth
Orem,
Utah
|
$11.9M
|
+$286K
|
+14,760
|
+2%
|
|
|
168
|
CCG Wealth Management
San Diego,
California
|
$11.9M
|
-$120K
|
-6,182
|
-1%
|
|
|
169
|
Fort Point Capital Partners
San Francisco,
California
|
$11.6M
|
-$18.7K
|
-966
|
-0.2%
|
|
|
170
|
Kickstand Ventures
Pittsford,
New York
|
$11.6M
|
+$11.7M
|
+602,942
|
New
|
|
|
171
|
GSB Wealth Management
Guilford,
Connecticut
|
$11.5M
|
+$1.09M
|
+56,112
|
+10%
|
|
|
172
|
AE Wealth Management
Topeka,
Kansas
|
$11.5M
|
-$4.57M
|
-236,188
|
-28%
|
|
|
173
|
Noble Family Wealth
Clearwater,
Florida
|
$11.5M
|
+$863K
|
+44,578
|
+8%
|
|
|
174
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$11.4M
|
-$278K
|
-14,374
|
-2%
|
|
|
175
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$11.2M
|
+$7.23M
|
+373,628
|
+179%
|
|
