|
201
|
Gradient Capital Advisors
San Diego,
California
|
$1.5M
|
-$331K
|
-13,694
|
-18%
|
|
|
202
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$1.5M
|
-$784K
|
-32,400
|
-34%
|
|
|
203
|
Ballast Advisors
Woodbury,
Minnesota
|
$1.49M
|
+$14.9K
|
+614
|
+1%
|
|
|
204
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$1.49M
|
+$426K
|
+17,594
|
+39%
|
|
|
205
|
Independent Financial Group
San Diego,
California
|
$1.45M
|
+$44.2K
|
+1,826
|
+3%
|
|
|
206
|
Orcam Financial Group
Encinitas,
California
|
$1.44M
|
-$328K
|
-13,540
|
-18%
|
|
|
207
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$1.41M
|
+$557K
|
+23,014
|
+64%
|
|
|
208
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$1.41M
|
+$600K
|
+24,788
|
+73%
|
|
|
209
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$1.34M
|
+$55.7K
|
+2,300
|
+4%
|
|
|
210
|
Manchester Financial
Westlake Village,
California
|
$1.31M
|
-$13.8K
|
-570
|
-1%
|
|
|
211
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.3M
|
+$35.9K
|
+1,484
|
+3%
|
|
|
212
|
Opes Wealth Management
Menlo Park,
California
|
$1.29M
|
-$40.2K
|
-1,662
|
-3%
|
|
|
213
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$1.29M
|
-$48.2K
|
-1,992
|
-4%
|
|
|
214
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.29M
|
-$6.68K
|
-276
|
-0.5%
|
|
|
215
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.29M
|
+$581
|
+24
|
+0%
|
|
|
216
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.23M
|
-$557K
|
-23,022
|
-31%
|
|
|
217
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.22M
|
+$772K
|
+31,912
|
+167%
|
|
|
218
|
WealthShield Partners
Cary,
North Carolina
|
$1.22M
|
-$210K
|
-8,696
|
-15%
|
|
|
219
|
Abbrea Capital
Greenbrae,
California
|
$1.19M
|
+$380K
|
+15,710
|
+46%
|
|
|
220
|
Western Financial Corp
San Diego,
California
|
$1.16M
|
+$52.5K
|
+2,170
|
+5%
|
|
|
221
|
Cetera Advisors
Denver,
Colorado
|
$1.14M
|
-$629
|
-26
|
-0.1%
|
|
|
222
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.14M
|
-$56.1K
|
-2,316
|
-5%
|
|
|
223
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.13M
|
-$79.8K
|
-3,298
|
-7%
|
|
|
224
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.12M
|
+$574K
|
+23,734
|
+103%
|
|
|
225
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.11M
|
+$19.5K
|
+806
|
+2%
|
|
