|
176
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$515K
|
+$448K
|
+6,765
|
New
|
|
|
177
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$510K
|
-$26.6K
|
-402
|
-6%
|
|
|
178
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$509K
|
+$443K
|
+6,679
|
New
|
|
|
179
|
SWMG LLC
Fort Worth,
Texas
|
$496K
|
+$470K
|
+7,090
|
New
|
|
|
180
|
CIBC Bancorp USA
Chicago,
Illinois
|
$495K
|
+$22.5K
|
+339
|
+6%
|
|
|
181
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$466K
|
+$19.5K
|
+294
|
+5%
|
|
|
182
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$466K
|
+$79.1K
|
+1,194
|
+24%
|
|
|
183
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$459K
|
+$133
|
+2
|
+0%
|
|
|
184
|
Advyzon Investment Management
Lisle,
Illinois
|
$455K
|
-$33.9K
|
-511
|
-8%
|
|
|
185
|
Gotham Asset Management
New York
|
$454K
|
+$395K
|
+5,959
|
New
|
|
|
186
|
Next Level Wealth Planning
Meridian,
Idaho
|
$448K
|
+$26K
|
+392
|
+7%
|
|
|
187
|
Sonata Capital Group
Seattle,
Washington
|
$446K
|
–
|
–
|
–
|
|
|
188
|
Connecticut Capital Management Group
Milford,
Connecticut
|
$440K
|
+$94.9K
|
+1,432
|
+33%
|
|
|
189
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$438K
|
+$16.3K
|
+246
|
+4%
|
|
|
190
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$434K
|
–
|
–
|
–
|
|
|
191
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$431K
|
+$375K
|
+5,663
|
New
|
|
|
192
|
Kerr Financial Planning
Fresno,
California
|
$423K
|
-$8.48K
|
-128
|
-2%
|
|
|
193
|
Fort Point Capital Partners
San Francisco,
California
|
$420K
|
–
|
–
|
–
|
|
|
194
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$408K
|
+$265K
|
+4,000
|
+294%
|
|
|
195
|
Sutton Place Investors
Katonah,
New York
|
$407K
|
–
|
–
|
–
|
|
|
196
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$398K
|
+$108K
|
+1,625
|
+45%
|
|
|
197
|
Lotus Asset Management
Nashville,
Tennessee
|
$397K
|
+$346K
|
+5,215
|
New
|
|
|
198
|
BCS Wealth Management
Johnson City,
Tennessee
|
$396K
|
+$3.31K
|
+50
|
+1%
|
|
|
199
|
AtlasMark Financial
Austin,
Texas
|
$393K
|
+$4.31K
|
+65
|
+1%
|
|
|
200
|
Northern Trust
Chicago,
Illinois
|
$393K
|
+$342K
|
+5,158
|
New
|
|
