|
151
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.36M
|
-$207K
|
-8,835
|
-4%
|
|
|
152
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$4.35M
|
+$773K
|
+33,050
|
+21%
|
|
|
153
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$4.3M
|
+$137K
|
+5,855
|
+3%
|
|
|
154
|
Perigon Wealth Management
San Francisco,
California
|
$4.28M
|
+$251K
|
+10,712
|
+6%
|
|
|
155
|
Cassilly Financial Group
Severna Park,
Maryland
|
$4.22M
|
+$176K
|
+7,511
|
+4%
|
|
|
156
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$4.14M
|
+$67.1K
|
+2,868
|
+2%
|
|
|
157
|
Redwood Investment Management
Scottsdale,
Arizona
|
$4.14M
|
+$64.9K
|
+2,774
|
+2%
|
|
|
158
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$4.05M
|
+$11.1K
|
+476
|
+0.3%
|
|
|
159
|
Curi RMB Capital
Chicago,
Illinois
|
$3.96M
|
-$127K
|
-5,416
|
-3%
|
|
|
160
|
Lowery Thomas LLC
Pebble Beach,
California
|
$3.87M
|
+$330K
|
+14,114
|
+9%
|
|
|
161
|
Valpey Financial Services
Concord,
New Hampshire
|
$3.84M
|
+$114K
|
+4,865
|
+3%
|
|
|
162
|
Smart Money Group
Eastland,
Texas
|
$3.8M
|
+$572K
|
+24,442
|
+18%
|
|
|
163
|
Old Mission Capital
Chicago,
Illinois
|
$3.72M
|
+$3.75M
|
+160,392
|
New
|
|
|
164
|
|
$3.66M
|
+$133K
|
+5,677
|
+4%
|
|
|
165
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.65M
|
+$374
|
+16
|
+0%
|
|
|
166
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$3.6M
|
+$3.63M
|
+154,967
|
New
|
|
|
167
|
Range Financial Group
Tigard,
Oregon
|
$3.57M
|
+$296K
|
+12,635
|
+9%
|
|
|
168
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$3.5M
|
-$160K
|
-6,832
|
-4%
|
|
|
169
|
5T Wealth
Napa,
California
|
$3.46M
|
+$666K
|
+28,475
|
+24%
|
|
|
170
|
Harbour Investments
Madison,
Wisconsin
|
$3.46M
|
+$440K
|
+18,794
|
+14%
|
|
|
171
|
TPG Advisors
Northfield,
Illinois
|
$3.45M
|
-$784K
|
-33,482
|
-18%
|
|
|
172
|
Red Tortoise LLC
Atlanta,
Georgia
|
$3.45M
|
+$438K
|
+18,703
|
+14%
|
|
|
173
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.42M
|
-$112K
|
-4,771
|
-3%
|
|
|
174
|
Victrix Investment Advisors
Stuart,
Florida
|
$3.41M
|
+$251K
|
+10,724
|
+8%
|
|
|
175
|
Cooper/Haims Advisors
Victor,
New York
|
$3.36M
|
-$64K
|
-2,736
|
-2%
|
|
