|
151
|
CM Wealth Advisors
Beachwood,
Ohio
|
$2.2M
|
–
|
–
|
–
|
|
|
152
|
L.J. Altfest & Co
New York
|
$2.15M
|
+$824K
|
+9,166
|
+64%
|
|
|
153
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$2.14M
|
-$155K
|
-1,720
|
-7%
|
|
|
154
|
Valmark Advisers
Akron,
Ohio
|
$2.11M
|
+$63.6K
|
+708
|
+3%
|
|
|
155
|
Mutual Advisors
Omaha,
Nebraska
|
$2.09M
|
-$147K
|
-1,638
|
-7%
|
|
|
156
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.09M
|
+$32.8K
|
+365
|
+2%
|
|
|
157
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$2.08M
|
-$253K
|
-2,810
|
-11%
|
|
|
158
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.07M
|
+$1.39M
|
+15,514
|
+213%
|
|
|
159
|
MAI Capital Management
Independence,
Ohio
|
$2.07M
|
-$12.5K
|
-139
|
-0.6%
|
|
|
160
|
Ignite Planners
San Clemente,
California
|
$2.03M
|
-$81.4K
|
-906
|
-4%
|
|
|
161
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$2.02M
|
+$4.58K
|
+51
|
+0.2%
|
|
|
162
|
|
$2.01M
|
+$375K
|
+4,171
|
+23%
|
|
|
163
|
Pacific Sun Financial
Los Angeles,
California
|
$2.01M
|
-$66.5K
|
-740
|
-3%
|
|
|
164
|
Indie Asset Partners
Carmel,
Indiana
|
$2.01M
|
-$145K
|
-1,616
|
-7%
|
|
|
165
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$1.98M
|
+$3.15K
|
+35
|
+0.2%
|
|
|
166
|
Perigon Wealth Management
San Francisco,
California
|
$1.96M
|
+$2.34K
|
+26
|
+0.1%
|
|
|
167
|
Global Retirement Partners
San Rafael,
California
|
$1.95M
|
-$12.1K
|
-135
|
-0.6%
|
|
|
168
|
Kassira Wealth Management
Knoxville,
Tennessee
|
$1.92M
|
-$36.8K
|
-409
|
-2%
|
|
|
169
|
Payne Capital Management
New York
|
$1.91M
|
+$65.1K
|
+725
|
+4%
|
|
|
170
|
Fell Capital Management
Newport Beach,
California
|
$1.9M
|
+$1.88M
|
+20,912
|
New
|
|
|
171
|
GTS Securities
Miami,
Florida
|
$1.87M
|
-$1.92M
|
-21,318
|
-51%
|
|
|
172
|
Signet Financial Management
Parsippany,
New Jersey
|
$1.86M
|
-$7.91K
|
-88
|
-0.4%
|
|
|
173
|
AssetMark Inc
Concord,
California
|
$1.86M
|
+$7.55K
|
+84
|
+0.4%
|
|
|
174
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$1.85M
|
-$3.46M
|
-38,486
|
-65%
|
|
|
175
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.85M
|
+$209K
|
+2,322
|
+13%
|
|
