|
151
|
Elevate Wealth Advisory
Athens,
Georgia
|
$4.86M
|
-$295K
|
-4,342
|
-6%
|
|
|
152
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.71M
|
-$886K
|
-13,051
|
-17%
|
|
|
153
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$4.66M
|
-$50K
|
-736
|
-1%
|
|
|
154
|
Symmetry Partners
Glastonbury,
Connecticut
|
$4.65M
|
+$778K
|
+11,462
|
+21%
|
|
|
155
|
XY Planning Network
Bozeman,
Montana
|
$4.64M
|
-$436K
|
-6,426
|
-9%
|
|
|
156
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$4.62M
|
+$316K
|
+4,653
|
+8%
|
|
|
157
|
Simplicity Wealth
Summit,
New Jersey
|
$4.56M
|
+$4.44M
|
+65,400
|
New
|
|
|
158
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.55M
|
+$491K
|
+7,237
|
+12%
|
|
|
159
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$4.53M
|
+$89.4K
|
+1,317
|
+2%
|
|
|
160
|
Fortress Wealth Management
Culver City,
California
|
$4.41M
|
-$231K
|
-3,401
|
-5%
|
|
|
161
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$4.2M
|
+$373K
|
+5,498
|
+10%
|
|
|
162
|
|
$4.19M
|
+$196K
|
+2,879
|
+5%
|
|
|
163
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$4.09M
|
-$130K
|
-1,920
|
-3%
|
|
|
164
|
Schulz Wealth
Mansfield,
Texas
|
$4.05M
|
+$333K
|
+4,903
|
+9%
|
|
|
165
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.99M
|
+$22.5K
|
+331
|
+0.6%
|
|
|
166
|
Stone Summit Wealth
Miami,
Florida
|
$3.96M
|
+$9.78K
|
+144
|
+0.3%
|
|
|
167
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.86M
|
-$112K
|
-1,645
|
-3%
|
|
|
168
|
Avant Financial Advisors
Austin,
Texas
|
$3.86M
|
+$246K
|
+3,623
|
+7%
|
|
|
169
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.86M
|
-$418K
|
-6,154
|
-10%
|
|
|
170
|
Kings Path Partners
Sugar Land,
Texas
|
$3.83M
|
+$32K
|
+471
|
+0.9%
|
|
|
171
|
Bannerman Wealth Management Group
Lewisville,
Texas
|
$3.79M
|
+$84.9K
|
+1,250
|
+2%
|
|
|
172
|
Versant Capital Management
Phoenix,
Arizona
|
$3.68M
|
+$2.31K
|
+34
|
+0.1%
|
|
|
173
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.68M
|
+$3.58M
|
+52,712
|
New
|
|
|
174
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$3.62M
|
+$3.52M
|
+51,877
|
New
|
|
|
175
|
Telos Capital Management
San Diego,
California
|
$3.61M
|
+$120K
|
+1,765
|
+4%
|
|
