|
151
|
CVA Family Office
Denver,
Colorado
|
$3.83M
|
+$224K
|
+2,866
|
+6%
|
|
|
152
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.8M
|
-$197K
|
-2,509
|
-5%
|
|
|
153
|
Truist Financial
Charlotte,
North Carolina
|
$3.64M
|
+$1.07M
|
+13,673
|
+39%
|
|
|
154
|
Stone Summit Wealth
Miami,
Florida
|
$3.52M
|
+$486K
|
+6,202
|
+15%
|
|
|
155
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$3.44M
|
-$640K
|
-8,167
|
-15%
|
|
|
156
|
Seed Wealth Management
Evanston,
Illinois
|
$3.4M
|
-$286K
|
-3,650
|
-7%
|
|
|
157
|
|
$3.35M
|
+$3.54M
|
+45,199
|
New
|
|
|
158
|
WorthPointe
La Jolla,
California
|
$3.29M
|
+$56.4K
|
+720
|
+2%
|
|
|
159
|
NCM Capital Management
Ramsey,
New Jersey
|
$3.28M
|
-$41K
|
-523
|
-1%
|
|
|
160
|
Level Four Advisory Services
Dallas,
Texas
|
$3.2M
|
+$2.4M
|
+30,588
|
+241%
|
|
|
161
|
Soundmark Wealth Management
Kirkland,
Washington
|
$3.18M
|
-$131K
|
-1,678
|
-4%
|
|
|
162
|
Greenspring Advisors
Towson,
Maryland
|
$3.13M
|
+$584K
|
+7,457
|
+21%
|
|
|
163
|
SC&H Financial Advisors
Sparks,
Maryland
|
$3.12M
|
+$223K
|
+2,848
|
+7%
|
|
|
164
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$3.08M
|
+$2.97M
|
+37,876
|
+1,029%
|
|
|
165
|
Aprio Wealth Management
Atlanta,
Georgia
|
$3M
|
-$2.41M
|
-30,717
|
-43%
|
|
|
166
|
Aspire Capital Advisors
Seattle,
Washington
|
$2.99M
|
+$190K
|
+2,425
|
+6%
|
|
|
167
|
Park Avenue Securities
New York
|
$2.86M
|
+$243K
|
+3,099
|
+9%
|
|
|
168
|
Rothschild Investment LLC
Chicago,
Illinois
|
$2.78M
|
+$462K
|
+5,900
|
+19%
|
|
|
169
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.76M
|
+$276K
|
+3,525
|
+10%
|
|
|
170
|
Lutz Financial Services
Omaha,
Nebraska
|
$2.74M
|
+$670K
|
+8,555
|
+30%
|
|
|
171
|
Perigon Wealth Management
San Francisco,
California
|
$2.74M
|
-$181K
|
-2,305
|
-6%
|
|
|
172
|
Sterneck Capital Management
Kansas City,
Missouri
|
$2.71M
|
+$3.6K
|
+46
|
+0.1%
|
|
|
173
|
Capital Performance Advisors
Walnut Creek,
California
|
$2.66M
|
+$167K
|
+2,136
|
+6%
|
|
|
174
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$2.62M
|
+$941K
|
+12,020
|
+52%
|
|
|
175
|
Flaharty Asset Management
Clearwater,
Florida
|
$2.58M
|
-$177K
|
-2,264
|
-6%
|
|
