|
176
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$1.01M
|
+$37.1K
|
+1,312
|
+4%
|
|
|
177
|
Farther Finance Advisors
San Francisco,
California
|
$996K
|
+$50.7K
|
+1,794
|
+5%
|
|
|
178
|
Bailard
Foster City,
California
|
$994K
|
-$3.62M
|
-127,945
|
-78%
|
|
|
179
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$989K
|
-$74.4K
|
-2,631
|
-7%
|
|
|
180
|
MML Investors Services
Springfield,
Massachusetts
|
$953K
|
+$154K
|
+5,461
|
+19%
|
|
|
181
|
Mosaic Financial Group
Chicago,
Illinois
|
$925K
|
+$283K
|
+9,994
|
+43%
|
|
|
182
|
Hobart Private Capital
Charlotte,
North Carolina
|
$921K
|
+$10.8K
|
+383
|
+1%
|
|
|
183
|
SMART Wealth
Omaha,
Nebraska
|
$872K
|
-$1.89M
|
-66,731
|
-68%
|
|
|
184
|
Vontobel Holding
Zurich,
Switzerland
|
$866K
|
+$49.1K
|
+1,736
|
+6%
|
|
|
185
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$855K
|
–
|
–
|
–
|
|
|
186
|
Insight Advisors
Newtown,
Pennsylvania
|
$852K
|
+$17.5K
|
+619
|
+2%
|
|
|
187
|
Snowden Capital Advisors
New York
|
$849K
|
+$1.39K
|
+49
|
+0.2%
|
|
|
188
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$838K
|
-$7.89K
|
-279
|
-0.9%
|
|
|
189
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$832K
|
-$302K
|
-10,685
|
-26%
|
|
|
190
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$831K
|
+$842K
|
+29,802
|
New
|
|
|
191
|
NWAM LLC
Mercer Island,
Washington
|
$826K
|
-$315K
|
-11,140
|
-27%
|
|
|
192
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$815K
|
-$1.57M
|
-55,681
|
-66%
|
|
|
193
|
|
$807K
|
+$818K
|
+28,953
|
New
|
|
|
194
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$797K
|
+$73.1K
|
+2,585
|
+10%
|
|
|
195
|
Latitude Advisors
Vero Beach,
Florida
|
$784K
|
-$236K
|
-8,344
|
-23%
|
|
|
196
|
Certus Wealth Management
Redwood City,
California
|
$766K
|
+$49.7K
|
+1,758
|
+7%
|
|
|
197
|
Objectivity Squared
Charleston,
South Carolina
|
$759K
|
+$195K
|
+6,892
|
+34%
|
|
|
198
|
Perennial Investment Advisors
Los Angeles,
California
|
$751K
|
-$77.3K
|
-2,735
|
-9%
|
|
|
199
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$746K
|
-$49.7K
|
-1,759
|
-6%
|
|
|
200
|
Rockefeller Capital Management
New York
|
$740K
|
+$182K
|
+6,440
|
+27%
|
|
