|
151
|
Weaver Consulting Group
Huntington Beach,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
152
|
Old Port Advisors
Portland,
Maine
|
$1.01M
|
+$240K
|
+2,187
|
+32%
|
|
|
153
|
Inscription Capital
Houston,
Texas
|
$998K
|
+$179K
|
+1,633
|
+22%
|
|
|
154
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$930K
|
+$119K
|
+1,085
|
+15%
|
|
|
155
|
Capital Planning Advisors
Roseville,
California
|
$923K
|
+$331K
|
+3,025
|
+58%
|
|
|
156
|
Peak Financial Management
Wellesley,
Massachusetts
|
$908K
|
-$36.8K
|
-336
|
-4%
|
|
|
157
|
Arden Trust
Wilmington,
Delaware
|
$878K
|
-$308K
|
-2,808
|
-26%
|
|
|
158
|
Fluent Financial
Dallas,
Texas
|
$876K
|
+$1.75K
|
+16
|
+0.2%
|
|
|
159
|
Truist Financial
Charlotte,
North Carolina
|
$873K
|
-$92.9K
|
-848
|
-10%
|
|
|
160
|
Crumly & Associates
Springfield,
Illinois
|
$869K
|
+$80.2K
|
+732
|
+10%
|
|
|
161
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$856K
|
+$526K
|
+4,806
|
+168%
|
|
|
162
|
Investors Financial Group
Plymouth,
Minnesota
|
$822K
|
+$66.5K
|
+607
|
+9%
|
|
|
163
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$819K
|
-$124K
|
-1,135
|
-13%
|
|
|
164
|
HCR Wealth Advisors
Los Angeles,
California
|
$786K
|
-$3.61K
|
-33
|
-0.5%
|
|
|
165
|
Bartlett & Co
Cincinnati,
Ohio
|
$770K
|
-$120K
|
-1,100
|
-14%
|
|
|
166
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$770K
|
-$120K
|
-1,100
|
-14%
|
|
|
167
|
Aveo Capital Partners
Englewood,
Colorado
|
$750K
|
+$18.8K
|
+172
|
+3%
|
|
|
168
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$743K
|
+$729K
|
+6,655
|
New
|
|
|
169
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$723K
|
-$35.9K
|
-328
|
-5%
|
|
|
170
|
Anfield Capital Management
Irvine,
California
|
$717K
|
–
|
–
|
–
|
|
|
171
|
Physician Wealth Advisors
Midvale,
Utah
|
$683K
|
-$19.6K
|
-179
|
-3%
|
|
|
172
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$658K
|
+$94.3K
|
+861
|
+17%
|
|
|
173
|
Independent Financial Group
San Diego,
California
|
$649K
|
+$84.2K
|
+769
|
+15%
|
|
|
174
|
Millennium Management
New York
|
$643K
|
+$631K
|
+5,759
|
New
|
|
|
175
|
Emery Howard Portfolio Management
Burlingame,
California
|
$623K
|
+$5.48K
|
+50
|
+0.9%
|
|
