|
151
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$2.36M
|
-$1.03M
|
-43,436
|
-29%
|
|
|
152
|
Omega Financial Group
Santa Barbara,
California
|
$2.3M
|
-$424K
|
-17,820
|
-15%
|
|
|
153
|
Guardian Financial Partners
Orange,
California
|
$2.29M
|
+$196K
|
+8,230
|
+9%
|
|
|
154
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$2.29M
|
+$2.32M
|
+97,346
|
New
|
|
|
155
|
Cypress Wealth Services
Palm Desert,
California
|
$2.15M
|
+$268K
|
+11,242
|
+13%
|
|
|
156
|
Callan Capital
La Jolla,
California
|
$2.14M
|
-$395K
|
-16,590
|
-15%
|
|
|
157
|
Alesco Advisors
Pittsford,
New York
|
$2.12M
|
-$123K
|
-5,174
|
-5%
|
|
|
158
|
Appleton Group
Appleton,
Wisconsin
|
$2.11M
|
-$157K
|
-6,608
|
-7%
|
|
|
159
|
Ledge Wealth Management
Sartell,
Minnesota
|
$2.08M
|
-$500K
|
-21,000
|
-19%
|
|
|
160
|
Evensky & Katz
Coral Gables,
Florida
|
$2.04M
|
-$45.2K
|
-1,898
|
-2%
|
|
|
161
|
Curtis Advisory Group
Santa Barbara,
California
|
$2.03M
|
+$127K
|
+5,352
|
+6%
|
|
|
162
|
NBT Bank
Norwich,
New York
|
$1.92M
|
-$40.9K
|
-1,720
|
-2%
|
|
|
163
|
Wealthspire Advisors (New York)
New York
|
$1.91M
|
-$1.77M
|
-74,284
|
-47%
|
|
|
164
|
Retirement Group
San Diego,
California
|
$1.9M
|
-$563K
|
-23,636
|
-22%
|
|
|
165
|
Savant Capital
Rockford,
Illinois
|
$1.9M
|
-$29K
|
-1,220
|
-1%
|
|
|
166
|
RHS Financial
San Francisco,
California
|
$1.89M
|
+$23.4K
|
+984
|
+1%
|
|
|
167
|
HC Advisors
Sandy Springs,
Georgia
|
$1.79M
|
-$132K
|
-5,528
|
-7%
|
|
|
168
|
Kaizen Financial Strategies
Campbell,
California
|
$1.77M
|
+$236K
|
+9,900
|
+14%
|
|
|
169
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.73M
|
-$16.5K
|
-694
|
-0.9%
|
|
|
170
|
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
|
$1.72M
|
+$144K
|
+6,062
|
+9%
|
|
|
171
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$1.71M
|
+$321K
|
+13,482
|
+22%
|
|
|
172
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.69M
|
-$1.04M
|
-43,636
|
-37%
|
|
|
173
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$1.67M
|
-$68.3K
|
-2,868
|
-4%
|
|
|
174
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$1.67M
|
+$1.77M
|
+74,278
|
New
|
|
|
175
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$1.66M
|
+$47.9K
|
+2,012
|
+3%
|
|
