|
151
|
Appleton Partners
Boston,
Massachusetts
|
$5.54M
|
-$1.14M
|
-46,150
|
-18%
|
|
|
152
|
WNY Asset Management
Williamsville,
New York
|
$5.5M
|
+$5.28M
|
+214,561
|
New
|
|
|
153
|
Tempus Wealth Planning
Irvine,
California
|
$5.43M
|
+$1.34M
|
+54,372
|
+35%
|
|
|
154
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.13M
|
-$101K
|
-4,086
|
-2%
|
|
|
155
|
Simplicity Wealth
Summit,
New Jersey
|
$5.1M
|
+$2.75M
|
+111,661
|
+128%
|
|
|
156
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.03M
|
+$519K
|
+21,108
|
+12%
|
|
|
157
|
Bull Oak Capital
San Diego,
California
|
$4.98M
|
-$7.83M
|
-318,297
|
-62%
|
|
|
158
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$4.94M
|
-$235K
|
-9,573
|
-5%
|
|
|
159
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$4.91M
|
-$13.7M
|
-555,163
|
-74%
|
|
|
160
|
GeoWealth Management
Chicago,
Illinois
|
$4.86M
|
+$1.36M
|
+55,234
|
+41%
|
|
|
161
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$4.84M
|
-$2.11M
|
-85,600
|
-31%
|
|
|
162
|
Charles Schwab
San Francisco,
California
|
$4.83M
|
+$4.63M
|
+188,353
|
New
|
|
|
163
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$4.63M
|
-$100K
|
-4,067
|
-2%
|
|
|
164
|
|
$4.56M
|
+$4.36M
|
+177,083
|
+19,186%
|
|
|
165
|
Stifel Financial
St. Louis,
Missouri
|
$4.52M
|
+$89.3K
|
+3,630
|
+2%
|
|
|
166
|
International Private Wealth Advisors
San Diego,
California
|
$4.46M
|
+$4.28M
|
+173,853
|
New
|
|
|
167
|
Lunt Capital Management
Holladay,
Utah
|
$4.45M
|
+$23.5K
|
+954
|
+0.6%
|
|
|
168
|
Strategic Advocates
Logan,
Utah
|
$4.4M
|
-$2.97M
|
-120,757
|
-41%
|
|
|
169
|
Ameriprise
Minneapolis,
Minnesota
|
$4.36M
|
-$3.89M
|
-158,278
|
-48%
|
|
|
170
|
Barden Capital Management
Austin,
Texas
|
$4.18M
|
–
|
–
|
–
|
|
|
171
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$4.15M
|
-$25.4K
|
-1,032
|
-0.6%
|
|
|
172
|
Global Retirement Partners
San Rafael,
California
|
$4.09M
|
+$975K
|
+39,629
|
+33%
|
|
|
173
|
JT Stratford LLC
Gainesville,
Georgia
|
$4.04M
|
+$297K
|
+12,093
|
+8%
|
|
|
174
|
Tilson Financial Group
New Providence,
New Jersey
|
$4.04M
|
+$938K
|
+38,132
|
+32%
|
|
|
175
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$3.93M
|
-$22.6K
|
-918
|
-0.6%
|
|
