|
126
|
Gradient Capital Advisors
San Diego,
California
|
$235K
|
+$236K
|
+6,861
|
New
|
|
|
127
|
Oppenheimer Asset Management
New York
|
$231K
|
–
|
–
|
–
|
|
|
128
|
Epstein & White Financial
San Diego,
California
|
$231K
|
+$233K
|
+6,781
|
New
|
|
|
129
|
Koshinski Asset Management
Decatur,
Illinois
|
$228K
|
+$229K
|
+6,672
|
New
|
|
|
130
|
Prospera Financial Services
Dallas,
Texas
|
$223K
|
-$21.2K
|
-616
|
-9%
|
|
|
131
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$221K
|
+$222K
|
+6,466
|
New
|
|
|
132
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$215K
|
+$7.32K
|
+213
|
+4%
|
|
|
133
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$160K
|
+$997
|
+29
|
+0.6%
|
|
|
134
|
American Portfolios Advisors
Holbrook,
New York
|
$143K
|
+$143K
|
+4,169
|
New
|
|
|
135
|
SeaCrest Wealth Management
Purchase,
New York
|
$113K
|
+$114K
|
+3,313
|
New
|
|
|
136
|
Calton & Associates
Tampa,
Florida
|
$98K
|
+$99.2K
|
+2,885
|
New
|
|
|
137
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$94K
|
+$94.9K
|
+2,762
|
New
|
|
|
138
|
Portfolio Solutions
Royal Oak,
Michigan
|
$74K
|
–
|
–
|
–
|
|
|
139
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$59K
|
+$25.6K
|
+746
|
+79%
|
|
|
140
|
Global Retirement Partners
San Rafael,
California
|
$54K
|
–
|
–
|
–
|
|
|
141
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$51K
|
+$50.7K
|
+1,474
|
New
|
|
|
142
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$49K
|
+$49.2K
|
+1,432
|
New
|
|
|
143
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$49K
|
+$49.9K
|
+1,452
|
New
|
|
|
144
|
Anchor Investment Management
Columbia,
South Carolina
|
$38.4K
|
–
|
–
|
–
|
|
|
145
|
Bartlett & Co
Cincinnati,
Ohio
|
$38K
|
–
|
–
|
–
|
|
|
146
|
|
$31K
|
–
|
–
|
–
|
|
|
147
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$30K
|
+$30.2K
|
+880
|
New
|
|
|
148
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$29K
|
+$29.5K
|
+857
|
New
|
|
|
149
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
150
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$19K
|
+$13.8K
|
+400
|
+282%
|
|
