|
151
|
Castleview Partners
Dallas,
Texas
|
$1.18M
|
-$180K
|
-8,608
|
-13%
|
|
|
152
|
HSBC Holdings
London,
United Kingdom
|
$1.17M
|
–
|
–
|
–
|
|
|
153
|
Citadel Advisors
Miami,
Florida
|
$1.16M
|
-$1.49M
|
-71,126
|
-56%
|
|
|
154
|
Global Retirement Partners
San Rafael,
California
|
$1.13M
|
-$12.5K
|
-599
|
-1%
|
|
|
155
|
SMI Advisory Services
Columbus,
Indiana
|
$1.1M
|
+$660K
|
+31,527
|
+150%
|
|
|
156
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.02M
|
-$112K
|
-5,325
|
-10%
|
|
|
157
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.01M
|
+$1.01M
|
+48,226
|
New
|
|
|
158
|
Straight Path Wealth Management
Jenison,
Michigan
|
$997K
|
+$33.2K
|
+1,586
|
+3%
|
|
|
159
|
Collective Family Office
York,
Pennsylvania
|
$995K
|
+$336K
|
+16,041
|
+51%
|
|
|
160
|
Insight Wealth Partners
Plano,
Texas
|
$937K
|
–
|
–
|
–
|
|
|
161
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$933K
|
-$26.2K
|
-1,253
|
-3%
|
|
|
162
|
IFP Advisors
Tampa,
Florida
|
$924K
|
+$390K
|
+18,639
|
+69%
|
|
|
163
|
Cribstone Capital Management
Augusta,
Maine
|
$919K
|
-$12.5K
|
-598
|
-1%
|
|
|
164
|
Segment Wealth Management
Houston,
Texas
|
$906K
|
+$54.5K
|
+2,600
|
+6%
|
|
|
165
|
Berger Financial Group
Plymouth,
Minnesota
|
$906K
|
+$909K
|
+43,413
|
New
|
|
|
166
|
Evermay Wealth Management
Arlington,
Virginia
|
$902K
|
+$901K
|
+43,005
|
+18,300%
|
|
|
167
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$873K
|
-$39.3K
|
-1,875
|
-4%
|
|
|
168
|
Optimum Investment Advisors
Chicago,
Illinois
|
$870K
|
+$18K
|
+859
|
+2%
|
|
|
169
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$865K
|
+$868K
|
+41,444
|
New
|
|
|
170
|
Coastwise Capital Group
La Jolla,
California
|
$856K
|
-$153K
|
-7,283
|
-15%
|
|
|
171
|
Transcend Capital Advisors
Madison,
New Jersey
|
$855K
|
+$211K
|
+10,069
|
+33%
|
|
|
172
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$853K
|
–
|
–
|
–
|
|
|
173
|
First Command Bank
Fort Worth,
Texas
|
$840K
|
-$345K
|
-16,470
|
-29%
|
|
|
174
|
First Command Financial Services
Fort Worth,
Texas
|
$840K
|
-$345K
|
-16,470
|
-29%
|
|
|
175
|
GSB Wealth Management
Guilford,
Connecticut
|
$835K
|
–
|
–
|
–
|
|
