|
126
|
Mercer Global Advisors
Denver,
Colorado
|
$897K
|
+$114K
|
+1,947
|
+14%
|
|
|
127
|
Clearstead Advisors
Cleveland,
Ohio
|
$891K
|
+$13.1K
|
+224
|
+1%
|
|
|
128
|
Rockefeller Capital Management
New York
|
$883K
|
-$11.6K
|
-198
|
-1%
|
|
|
129
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$873K
|
+$5.39K
|
+92
|
+0.6%
|
|
|
130
|
PDS Planning
Dublin,
Ohio
|
$864K
|
+$234
|
+4
|
+0%
|
|
|
131
|
Atria Wealth Solutions
New York
|
$844K
|
+$71K
|
+1,212
|
+9%
|
|
|
132
|
AmeriFlex Group
Las Vegas,
Nevada
|
$830K
|
+$831K
|
+14,196
|
New
|
|
|
133
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$826K
|
+$73.5K
|
+1,256
|
+10%
|
|
|
134
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$824K
|
+$225K
|
+3,843
|
+37%
|
|
|
135
|
|
$800K
|
+$111K
|
+1,902
|
+16%
|
|
|
136
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$787K
|
+$90.1K
|
+1,539
|
+13%
|
|
|
137
|
Summit Wealth Partners
Orlando,
Florida
|
$780K
|
+$3.1K
|
+53
|
+0.4%
|
|
|
138
|
Mariner
Overland Park,
Kansas
|
$775K
|
+$20.6K
|
+352
|
+3%
|
|
|
139
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$773K
|
+$790K
|
+13,487
|
New
|
|
|
140
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$761K
|
-$39.9K
|
-681
|
-5%
|
|
|
141
|
Weitzel Financial Services
Dubuque,
Iowa
|
$756K
|
+$143K
|
+2,438
|
+23%
|
|
|
142
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$751K
|
-$47.7K
|
-815
|
-6%
|
|
|
143
|
Institute for Wealth Management
Denver,
Colorado
|
$748K
|
+$5.39K
|
+92
|
+0.7%
|
|
|
144
|
Zacks Investment Management
Chicago,
Illinois
|
$721K
|
+$737K
|
+12,585
|
New
|
|
|
145
|
Trilogy Capital
Irvine,
California
|
$720K
|
-$16K
|
-274
|
-2%
|
|
|
146
|
Central Trust Company
Jefferson City,
Missouri
|
$718K
|
-$6.79K
|
-116
|
-0.9%
|
|
|
147
|
Westmount Partners
Los Angeles,
California
|
$718K
|
+$30.2K
|
+515
|
+4%
|
|
|
148
|
Atria Investments
Charlotte,
North Carolina
|
$675K
|
+$690K
|
+11,784
|
New
|
|
|
149
|
Scotia Capital
Toronto,
Ontario, Canada
|
$675K
|
–
|
–
|
–
|
|
|
150
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$671K
|
+$17.3K
|
+295
|
+3%
|
|
