|
151
|
Fidelity Investments
Boston,
Massachusetts
|
$6.24M
|
+$223K
|
+7,856
|
+4%
|
|
|
152
|
Pathstone Holdings
Englewood,
New Jersey
|
$6.12M
|
-$3.23M
|
-113,635
|
-35%
|
|
|
153
|
Savvy Advisors Inc
New York
|
$6.08M
|
-$832K
|
-29,269
|
-12%
|
|
|
154
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.07M
|
-$485K
|
-17,084
|
-8%
|
|
|
155
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$6.06M
|
+$507K
|
+17,853
|
+9%
|
|
|
156
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$6.06M
|
+$67.4K
|
+2,371
|
+1%
|
|
|
157
|
Valpey Financial Services
Concord,
New Hampshire
|
$6.04M
|
+$14.7K
|
+516
|
+0.2%
|
|
|
158
|
Glassman Wealth Services
Vienna,
Virginia
|
$5.98M
|
-$85.7K
|
-3,015
|
-1%
|
|
|
159
|
Avant Capital
Lafayette,
Louisiana
|
$5.93M
|
+$108K
|
+3,816
|
+2%
|
|
|
160
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$5.9M
|
+$278K
|
+9,768
|
+5%
|
|
|
161
|
Curtis Advisory Group
Santa Barbara,
California
|
$5.89M
|
-$205K
|
-7,217
|
-3%
|
|
|
162
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$5.82M
|
-$303K
|
-10,669
|
-5%
|
|
|
163
|
|
$5.81M
|
–
|
–
|
–
|
|
|
164
|
Custom Index Systems
New York
|
$5.77M
|
+$2.63M
|
+92,469
|
+88%
|
|
|
165
|
Summit Financial
Parsippany,
New Jersey
|
$5.75M
|
+$251K
|
+8,848
|
+5%
|
|
|
166
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$5.74M
|
-$34.7K
|
-1,223
|
-0.6%
|
|
|
167
|
Florida Financial Advisors
Tampa,
Florida
|
$5.57M
|
-$428K
|
-15,051
|
-7%
|
|
|
168
|
SpringVest Wealth Management
Dallas,
Texas
|
$5.55M
|
-$130K
|
-4,575
|
-2%
|
|
|
169
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$5.52M
|
-$270K
|
-9,517
|
-5%
|
|
|
170
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$5.47M
|
+$459K
|
+16,153
|
+9%
|
|
|
171
|
One Capital Management
Westlake Village,
California
|
$5.42M
|
-$350K
|
-12,311
|
-6%
|
|
|
172
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$5.39M
|
+$746K
|
+26,253
|
+17%
|
|
|
173
|
Cahill Financial Advisors
Edina,
Minnesota
|
$5.39M
|
+$29.3K
|
+1,032
|
+0.6%
|
|
|
174
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$5.29M
|
-$33K
|
-1,163
|
-0.6%
|
|
|
175
|
Leeward Financial Partners
Bellevue,
Washington
|
$5.21M
|
+$185K
|
+6,509
|
+4%
|
|
