|
151
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$660K
|
+$122K
|
+2,082
|
+22%
|
|
|
152
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$657K
|
-$96.9K
|
-1,655
|
-13%
|
|
|
153
|
Corrigan Financial
Middletown,
Rhode Island
|
$653K
|
+$12.7K
|
+217
|
+2%
|
|
|
154
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$646K
|
+$660K
|
+11,264
|
New
|
|
|
155
|
Tempus Wealth Planning
Irvine,
California
|
$640K
|
-$94.4K
|
-1,612
|
-13%
|
|
|
156
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$639K
|
+$9.25K
|
+158
|
+1%
|
|
|
157
|
TrinityPoint Wealth
Milford,
Connecticut
|
$630K
|
-$527
|
-9
|
-0.1%
|
|
|
158
|
Integrity Wealth Solutions
Denver,
Colorado
|
$618K
|
-$3.1K
|
-53
|
-0.5%
|
|
|
159
|
Executive Wealth Management
Brighton,
Michigan
|
$606K
|
–
|
–
|
–
|
|
|
160
|
World Investment Advisors
Santa Barbara,
California
|
$594K
|
+$85.2K
|
+1,455
|
+16%
|
|
|
161
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$594K
|
-$70.1K
|
-1,197
|
-11%
|
|
|
162
|
Prospera Financial Services
Dallas,
Texas
|
$593K
|
+$19.2K
|
+328
|
+3%
|
|
|
163
|
Archford Capital Strategies
Swansea,
Illinois
|
$583K
|
-$21.9K
|
-374
|
-4%
|
|
|
164
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$581K
|
+$3.69K
|
+63
|
+0.6%
|
|
|
165
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$577K
|
+$61.9K
|
+1,057
|
+12%
|
|
|
166
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$571K
|
–
|
–
|
–
|
|
|
167
|
Napa Wealth Management
Napa,
California
|
$557K
|
-$187K
|
-3,193
|
-25%
|
|
|
168
|
Brio Consultants
San Francisco,
California
|
$554K
|
+$80.2K
|
+1,369
|
+16%
|
|
|
169
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$553K
|
+$224K
|
+3,823
|
+66%
|
|
|
170
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$551K
|
-$45.1K
|
-771
|
-7%
|
|
|
171
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$545K
|
+$15K
|
+256
|
+3%
|
|
|
172
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$545K
|
-$143K
|
-2,436
|
-21%
|
|
|
173
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$538K
|
+$549K
|
+9,383
|
New
|
|
|
174
|
EFG Asset Management (Americas)
Miami,
Florida
|
$537K
|
+$8.2K
|
+140
|
+2%
|
|
|
175
|
Advisornet Financial
Minnetonka,
Minnesota
|
$535K
|
-$106K
|
-1,817
|
-16%
|
|
