|
176
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$155K
|
–
|
–
|
–
|
|
|
177
|
Colonial Trust
Spartanburg,
South Carolina
|
$148K
|
–
|
–
|
–
|
|
|
178
|
Elevation Wealth Partners
Santa Rosa,
California
|
$133K
|
+$134K
|
+5,656
|
New
|
|
|
179
|
Maryland Capital Advisors
Chester,
Maryland
|
$127K
|
-$2.36K
|
-100
|
-2%
|
|
|
180
|
Colony Family Offices
Charlotte,
North Carolina
|
$99K
|
+$99K
|
+4,195
|
New
|
|
|
181
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$88.2K
|
-$54.7K
|
-2,317
|
-38%
|
|
|
182
|
Level Financial Advisors
East Amherst,
New York
|
$76K
|
+$76K
|
+3,221
|
New
|
|
|
183
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$53.3K
|
+$44.7K
|
+1,894
|
+516%
|
|
|
184
|
Lee Financial
Dallas,
Texas
|
$37.8K
|
–
|
–
|
–
|
|
|
185
|
WealthShield Partners
Cary,
North Carolina
|
$16.3K
|
+$16.3K
|
+689
|
New
|
|
|
186
|
Fortis Advisors
Wayne,
Pennsylvania
|
$13.8K
|
+$24
|
+1
|
+0.2%
|
|
|
187
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$7.69K
|
+$7.7K
|
+326
|
New
|
|
|
188
|
Parallel Advisors
San Francisco,
California
|
$6.37K
|
+$6.37K
|
+270
|
New
|
|
|
189
|
Farther Finance Advisors
San Francisco,
California
|
$5.87K
|
+$5.88K
|
+249
|
New
|
|
|
190
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.85K
|
+$5.85K
|
+248
|
New
|
|
|
191
|
TCI Wealth Advisors
Tucson,
Arizona
|
$4.65K
|
–
|
–
|
–
|
|
|
192
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$2.12K
|
–
|
–
|
–
|
|
|
193
|
Summit Wealth Group
White River Junction,
Vermont
|
$2K
|
+$1.19M
|
+50,483
|
New
|
|
|
194
|
UBS Group
Zurich,
Switzerland
|
–
|
-$179K
|
-7,952
|
Closed
|
|
|
195
|
Rockefeller Capital Management
New York
|
–
|
-$34K
|
-1,520
|
Closed
|
|
|
196
|
IFP Advisors
Tampa,
Florida
|
–
|
-$2K
|
-67
|
Closed
|
|
|
197
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
–
|
-$1.15K
|
-51
|
Closed
|
|
