|
251
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.17M
|
+$197K
|
+4,370
|
+21%
|
|
|
252
|
Global Assets Advisory
Orlando,
Florida
|
$1.16M
|
+$1.14M
|
+25,188
|
New
|
|
|
253
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.13M
|
-$94.3K
|
-2,088
|
-8%
|
|
|
254
|
Willner & Heller
Encino,
California
|
$1.13M
|
+$120K
|
+2,657
|
+12%
|
|
|
255
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.11M
|
+$449K
|
+9,942
|
+71%
|
|
|
256
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.11M
|
-$2.52M
|
-55,811
|
-70%
|
|
|
257
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.1M
|
-$129K
|
-2,866
|
-11%
|
|
|
258
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.1M
|
-$253K
|
-5,603
|
-19%
|
|
|
259
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.1M
|
-$13.6K
|
-302
|
-1%
|
|
|
260
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.1M
|
+$124K
|
+2,742
|
+13%
|
|
|
261
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.09M
|
+$619K
|
+13,716
|
+139%
|
|
|
262
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$1.07M
|
+$77.8K
|
+1,724
|
+8%
|
|
|
263
|
WNY Asset Management
Williamsville,
New York
|
$1.07M
|
+$1.04M
|
+22,978
|
New
|
|
|
264
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$1.06M
|
+$284K
|
+6,300
|
+38%
|
|
|
265
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.06M
|
-$332K
|
-7,346
|
-25%
|
|
|
266
|
Per Stirling Capital Management
Austin,
Texas
|
$1.05M
|
+$3.16K
|
+70
|
+0.3%
|
|
|
267
|
Secure Asset Management
Troy,
Michigan
|
$1.04M
|
-$98.2K
|
-2,174
|
-9%
|
|
|
268
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.04M
|
-$8.71K
|
-193
|
-0.9%
|
|
|
269
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.02M
|
+$993K
|
+22,000
|
New
|
|
|
270
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.02M
|
+$145K
|
+3,221
|
+17%
|
|
|
271
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$1.02M
|
+$22.1K
|
+490
|
+2%
|
|
|
272
|
Titleist Asset Management
San Antonio,
Texas
|
$1.01M
|
-$3.53M
|
-78,233
|
-78%
|
|
|
273
|
Edge Financial Advisors
Wheaton,
Illinois
|
$1M
|
+$147K
|
+3,249
|
+18%
|
|
|
274
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$992K
|
+$716K
|
+15,858
|
+290%
|
|
|
275
|
Zega Financial
Palm Beach Gardens,
Florida
|
$989K
|
-$376K
|
-8,335
|
-28%
|
|
