|
151
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$317K
|
-$25.8K
|
-535
|
-8%
|
|
|
152
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$314K
|
–
|
–
|
–
|
|
|
153
|
Leavell Investment Management
Mobile,
Alabama
|
$312K
|
+$312K
|
+6,473
|
New
|
|
|
154
|
Truist Financial
Charlotte,
North Carolina
|
$310K
|
-$19.8K
|
-411
|
-6%
|
|
|
155
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$309K
|
+$54K
|
+1,120
|
+21%
|
|
|
156
|
Advyzon Investment Management
Lisle,
Illinois
|
$309K
|
+$309K
|
+6,404
|
New
|
|
|
157
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$289K
|
+$55.4K
|
+1,150
|
+24%
|
|
|
158
|
Investment Partners
New Philadelphia,
Ohio
|
$288K
|
+$44K
|
+913
|
+18%
|
|
|
159
|
Sonata Capital Group
Seattle,
Washington
|
$282K
|
+$15.7K
|
+325
|
+6%
|
|
|
160
|
Fort Point Capital Partners
San Francisco,
California
|
$281K
|
–
|
–
|
–
|
|
|
161
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$281K
|
–
|
–
|
–
|
|
|
162
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$276K
|
+$57.2K
|
+1,186
|
+26%
|
|
|
163
|
Fidelity Investments
Boston,
Massachusetts
|
$273K
|
+$144K
|
+2,980
|
+111%
|
|
|
164
|
Kerr Financial Planning
Fresno,
California
|
$273K
|
-$44.9K
|
-931
|
-14%
|
|
|
165
|
Geneos Wealth Management
Englewood,
Colorado
|
$263K
|
+$20.4K
|
+424
|
+8%
|
|
|
166
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$262K
|
-$2.27K
|
-47
|
-0.9%
|
|
|
167
|
J.W. Cole Advisors
Tampa,
Florida
|
$253K
|
-$60.3K
|
-1,250
|
-18%
|
|
|
168
|
AtlasMark Financial
Austin,
Texas
|
$246K
|
+$4.72K
|
+98
|
+2%
|
|
|
169
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$242K
|
+$242K
|
+5,016
|
New
|
|
|
170
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$241K
|
–
|
–
|
–
|
|
|
171
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$241K
|
+$13.1K
|
+272
|
+6%
|
|
|
172
|
Centaurus Financial
Anaheim,
California
|
$229K
|
+$229K
|
+4,746
|
New
|
|
|
173
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$228K
|
+$213K
|
+4,428
|
New
|
|
|
174
|
Harbour Investments
Madison,
Wisconsin
|
$227K
|
+$7.23K
|
+150
|
+3%
|
|
|
175
|
Next Level Wealth Planning
Meridian,
Idaho
|
$226K
|
+$226K
|
+4,687
|
New
|
|
