|
126
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$926K
|
+$97.1K
|
+1,669
|
+12%
|
|
|
127
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$914K
|
+$87.3K
|
+1,500
|
+10%
|
|
|
128
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$911K
|
+$271K
|
+4,661
|
+42%
|
|
|
129
|
Atria Wealth Solutions
New York
|
$896K
|
+$49.2K
|
+845
|
+6%
|
|
|
130
|
Clearstead Advisors
Cleveland,
Ohio
|
$882K
|
-$13K
|
-224
|
-1%
|
|
|
131
|
Engineers Gate Manager
New York
|
$877K
|
+$886K
|
+15,227
|
New
|
|
|
132
|
Institute for Wealth Management
Denver,
Colorado
|
$831K
|
+$80.4K
|
+1,381
|
+11%
|
|
|
133
|
PDS Planning
Dublin,
Ohio
|
$824K
|
-$44.1K
|
-757
|
-5%
|
|
|
134
|
AmeriFlex Group
Las Vegas,
Nevada
|
$813K
|
-$4.13K
|
-71
|
-0.5%
|
|
|
135
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$810K
|
+$352K
|
+6,052
|
+76%
|
|
|
136
|
Mariner
Overland Park,
Kansas
|
$808K
|
+$29.6K
|
+508
|
+4%
|
|
|
137
|
SouthState Corp
Winter Haven,
Florida
|
$772K
|
+$758K
|
+13,017
|
+3,338%
|
|
|
138
|
Central Trust Company
Jefferson City,
Missouri
|
$770K
|
+$49.1K
|
+844
|
+7%
|
|
|
139
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$755K
|
–
|
–
|
–
|
|
|
140
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$720K
|
-$44.4K
|
-763
|
-6%
|
|
|
141
|
Summit Wealth Partners
Orlando,
Florida
|
$718K
|
-$66.4K
|
-1,141
|
-8%
|
|
|
142
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$711K
|
+$157K
|
+2,700
|
+28%
|
|
|
143
|
Pure Financial Advisors
San Diego,
California
|
$708K
|
+$716K
|
+12,306
|
New
|
|
|
144
|
Beacon Pointe Advisors
Newport Beach,
California
|
$704K
|
+$712K
|
+12,230
|
New
|
|
|
145
|
Westmount Partners
Los Angeles,
California
|
$698K
|
-$23.3K
|
-401
|
-3%
|
|
|
146
|
Trilogy Capital
Irvine,
California
|
$697K
|
-$27.1K
|
-466
|
-4%
|
|
|
147
|
Scotia Capital
Toronto,
Ontario, Canada
|
$690K
|
+$12.4K
|
+213
|
+2%
|
|
|
148
|
|
$686K
|
-$120K
|
-2,054
|
-15%
|
|
|
149
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$681K
|
+$103K
|
+1,761
|
+17%
|
|
|
150
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$675K
|
+$682K
|
+11,720
|
New
|
|
