|
151
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$6M
|
+$593K
|
+22,968
|
+11%
|
|
|
152
|
Gradient Capital Advisors
San Diego,
California
|
$5.97M
|
+$339K
|
+13,140
|
+6%
|
|
|
153
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.94M
|
+$113K
|
+4,362
|
+2%
|
|
|
154
|
Stifel Financial
St. Louis,
Missouri
|
$5.94M
|
+$25.9K
|
+1,002
|
+0.4%
|
|
|
155
|
Colorado Capital Management
Boulder,
Colorado
|
$5.93M
|
-$586K
|
-22,680
|
-9%
|
|
|
156
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$5.88M
|
-$86.5K
|
-3,348
|
-1%
|
|
|
157
|
WESCAP Management Group
Glendale,
California
|
$5.71M
|
-$184K
|
-7,125
|
-3%
|
|
|
158
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$5.59M
|
+$178K
|
+6,882
|
+3%
|
|
|
159
|
Broadleaf Partners
Hudson,
Ohio
|
$5.57M
|
-$29.6K
|
-1,146
|
-0.5%
|
|
|
160
|
Cantor Fitzgerald Investment Advisors
New York
|
$5.47M
|
-$1.71M
|
-66,015
|
-24%
|
|
|
161
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$5.38M
|
-$854K
|
-33,054
|
-14%
|
|
|
162
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.38M
|
+$77
|
+3
|
+0%
|
|
|
163
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$5.26M
|
+$214K
|
+8,283
|
+4%
|
|
|
164
|
WhitTier Trust Company
Reno,
Nevada
|
$5.09M
|
-$95.3K
|
-3,690
|
-2%
|
|
|
165
|
Pure Financial Advisors
San Diego,
California
|
$4.95M
|
-$91.4K
|
-3,540
|
-2%
|
|
|
166
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$4.88M
|
+$429K
|
+16,602
|
+10%
|
|
|
167
|
New York Life Investment Management
New York
|
$4.86M
|
+$18.2K
|
+705
|
+0.4%
|
|
|
168
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$4.85M
|
+$112K
|
+4,347
|
+2%
|
|
|
169
|
Everhart Financial Group
Dublin,
Ohio
|
$4.83M
|
-$264K
|
-10,224
|
-5%
|
|
|
170
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$4.83M
|
-$395K
|
-15,312
|
-8%
|
|
|
171
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$4.82M
|
+$273K
|
+10,584
|
+6%
|
|
|
172
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.78M
|
-$18.9K
|
-732
|
-0.4%
|
|
|
173
|
Sunbelt Securities
Houston,
Texas
|
$4.71M
|
+$317K
|
+12,255
|
+7%
|
|
|
174
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.69M
|
+$2.96M
|
+114,783
|
+177%
|
|
|
175
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$4.68M
|
–
|
–
|
–
|
|
