|
126
|
Diversify Advisory Services
Sandy,
Utah
|
$824K
|
+$840K
|
+15,429
|
New
|
|
|
127
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$821K
|
-$76.5K
|
-1,406
|
-9%
|
|
|
128
|
Aurelius Family Office
Bedford,
New Hampshire
|
$818K
|
-$3.48K
|
-64
|
-0.4%
|
|
|
129
|
Private Advisor Group
Morristown,
New Jersey
|
$751K
|
-$467K
|
-8,586
|
-38%
|
|
|
130
|
Donalies Financial Planning
Washington,
District of Columbia
|
$711K
|
+$115K
|
+2,104
|
+19%
|
|
|
131
|
Holistic Planning
Nacogdoches,
Texas
|
$686K
|
+$246K
|
+4,524
|
+56%
|
|
|
132
|
Daner Wealth Management
Alpharetta,
Georgia
|
$651K
|
+$76.4K
|
+1,404
|
+13%
|
|
|
133
|
CreativeOne Wealth
Overland Park,
Kansas
|
$631K
|
-$1.16M
|
-21,260
|
-65%
|
|
|
134
|
Mercer Global Advisors
Denver,
Colorado
|
$607K
|
+$171K
|
+3,138
|
+39%
|
|
|
135
|
Choreo LLC
Rockford,
Illinois
|
$588K
|
-$12.7K
|
-233
|
-2%
|
|
|
136
|
Optimus Capital Advisors
Coppel,
Texas
|
$550K
|
-$5.17K
|
-95
|
-0.9%
|
|
|
137
|
SEI Investments
Oaks,
Pennsylvania
|
$522K
|
+$59.8K
|
+1,099
|
+13%
|
|
|
138
|
First Financial Group
Raleigh,
North Carolina
|
$514K
|
+$115K
|
+2,120
|
+29%
|
|
|
139
|
Plancorp LLC
Saint Louis,
Missouri
|
$509K
|
+$5.82K
|
+107
|
+1%
|
|
|
140
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$484K
|
+$220K
|
+4,046
|
+84%
|
|
|
141
|
Nuveen
Charlotte,
North Carolina
|
$449K
|
+$448K
|
+8,237
|
New
|
|
|
142
|
Summit Wealth Group
White River Junction,
Vermont
|
$436K
|
+$436K
|
+8,009
|
New
|
|
|
143
|
Savvy Advisors Inc
New York
|
$405K
|
+$18.1K
|
+333
|
+5%
|
|
|
144
|
Bessemer Group
Woodbridge,
New Jersey
|
$400K
|
+$400K
|
+7,343
|
New
|
|
|
145
|
Pandowealth
Peachtree City,
Georgia
|
$399K
|
-$8.54M
|
-156,913
|
-96%
|
|
|
146
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$377K
|
+$110K
|
+2,022
|
+41%
|
|
|
147
|
Spinnaker Investment Group
Newport Beach,
California
|
$370K
|
+$370K
|
+6,790
|
New
|
|
|
148
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$363K
|
+$4.08K
|
+75
|
+1%
|
|
|
149
|
Angeles Wealth Management
Santa Monica,
California
|
$359K
|
+$359K
|
+6,588
|
New
|
|
|
150
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$322K
|
+$95K
|
+1,745
|
+42%
|
|
