|
126
|
World Investment Advisors
Santa Barbara,
California
|
$704K
|
-$20.7K
|
-150
|
-3%
|
|
|
127
|
D.A. Davidson & Co
Great Falls,
Montana
|
$690K
|
–
|
–
|
–
|
|
|
128
|
|
$648K
|
+$639K
|
+4,629
|
New
|
|
|
129
|
Creative Planning
Overland Park,
Kansas
|
$646K
|
+$3.73K
|
+27
|
+0.6%
|
|
|
130
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$631K
|
+$622K
|
+4,502
|
New
|
|
|
131
|
Silicon Valley Capital Partners
San Jose,
California
|
$620K
|
+$8.01K
|
+58
|
+1%
|
|
|
132
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$616K
|
+$608K
|
+4,401
|
New
|
|
|
133
|
Tobias Financial Advisors
Plantation,
Florida
|
$616K
|
–
|
–
|
–
|
|
|
134
|
Regal Investment Advisors
Kentwood,
Michigan
|
$576K
|
-$265K
|
-1,920
|
-32%
|
|
|
135
|
TownSquare Capital
Provo,
Utah
|
$560K
|
+$552K
|
+3,995
|
New
|
|
|
136
|
Centaurus Financial
Anaheim,
California
|
$538K
|
+$175K
|
+1,270
|
+49%
|
|
|
137
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$535K
|
+$265K
|
+1,920
|
+107%
|
|
|
138
|
Wealthspire Advisors (New York)
New York
|
$527K
|
–
|
–
|
–
|
|
|
139
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$522K
|
–
|
–
|
–
|
|
|
140
|
|
$503K
|
+$496K
|
+3,592
|
New
|
|
|
141
|
Kestra Private Wealth Services
Austin,
Texas
|
$500K
|
+$109K
|
+792
|
+29%
|
|
|
142
|
Stephens Inc
Little Rock,
Arkansas
|
$491K
|
-$2.9K
|
-21
|
-0.6%
|
|
|
143
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$489K
|
+$2.35K
|
+17
|
+0.5%
|
|
|
144
|
SFI Advisors
Montclair,
New Jersey
|
$486K
|
+$479K
|
+3,468
|
New
|
|
|
145
|
Virtus Family Office
El Paso,
Texas
|
$484K
|
-$834K
|
-6,038
|
-64%
|
|
|
146
|
West Bancorporation
West Des Moines,
Iowa
|
$483K
|
–
|
–
|
–
|
|
|
147
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$460K
|
+$5.94K
|
+43
|
+1%
|
|
|
148
|
Washington Trust
Westerly,
Rhode Island
|
$459K
|
–
|
–
|
–
|
|
|
149
|
MBB Public Markets
Chicago,
Illinois
|
$451K
|
+$2.21K
|
+16
|
+0.5%
|
|
|
150
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$446K
|
-$55.2K
|
-400
|
-11%
|
|
