|
126
|
WFA of San Diego
San Diego,
California
|
$552K
|
+$86.9K
|
+2,645
|
+19%
|
|
|
127
|
Williams Jones Wealth Management
New York
|
$530K
|
–
|
–
|
–
|
|
|
128
|
Avantax Planning Partners
Dubuque,
Iowa
|
$522K
|
-$72K
|
-2,193
|
-12%
|
|
|
129
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$497K
|
–
|
–
|
–
|
|
|
130
|
Western Wealth Management
Golden,
Colorado
|
$487K
|
+$490K
|
+14,923
|
New
|
|
|
131
|
Smith, Moore & Co
Clayton,
Missouri
|
$486K
|
–
|
–
|
–
|
|
|
132
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$470K
|
–
|
–
|
–
|
|
|
133
|
Avior Wealth Management
Omaha,
Nebraska
|
$461K
|
-$32.6K
|
-991
|
-7%
|
|
|
134
|
Roundview Capital
Princeton,
New Jersey
|
$455K
|
+$68.8K
|
+2,095
|
+18%
|
|
|
135
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$450K
|
-$23.4K
|
-713
|
-5%
|
|
|
136
|
Level Four Advisory Services
Dallas,
Texas
|
$445K
|
-$10.4K
|
-318
|
-2%
|
|
|
137
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$436K
|
-$16.2K
|
-492
|
-4%
|
|
|
138
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$434K
|
-$71.1K
|
-2,164
|
-17%
|
|
|
139
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$434K
|
–
|
–
|
–
|
|
|
140
|
|
$430K
|
–
|
–
|
–
|
|
|
141
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$426K
|
+$214K
|
+6,522
|
+99%
|
|
|
142
|
TRUADVICE
Sarasota,
Florida
|
$414K
|
+$393K
|
+11,971
|
New
|
|
|
143
|
Graypoint LLC
Albany,
New York
|
$413K
|
–
|
–
|
–
|
|
|
144
|
United Asset Strategies
Garden City,
New York
|
$410K
|
+$2.73K
|
+83
|
+0.7%
|
|
|
145
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$410K
|
-$2.13K
|
-65
|
-0.5%
|
|
|
146
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$408K
|
+$18.9K
|
+575
|
+5%
|
|
|
147
|
LifePlan Financial Group
Dayton,
Ohio
|
$404K
|
-$6.96K
|
-212
|
-2%
|
|
|
148
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$398K
|
-$77.6K
|
-2,361
|
-17%
|
|
|
149
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$385K
|
-$25.3K
|
-769
|
-6%
|
|
|
150
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$382K
|
-$558
|
-17
|
-0.1%
|
|
