|
151
|
Vantage Point Financial
Lisle,
Illinois
|
$1.41M
|
+$232K
|
+8,589
|
+19%
|
|
|
152
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$1.4M
|
+$88.5K
|
+3,281
|
+7%
|
|
|
153
|
BWM Planning
The Woodlands,
Texas
|
$1.39M
|
+$78.3K
|
+2,904
|
+6%
|
|
|
154
|
Ridgeline Wealth
Mesa,
Arizona
|
$1.38M
|
+$148K
|
+5,480
|
+12%
|
|
|
155
|
Outbound Financial Inc
Boulder,
Colorado
|
$1.38M
|
+$101K
|
+3,754
|
+8%
|
|
|
156
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$1.38M
|
+$51.6K
|
+1,914
|
+4%
|
|
|
157
|
Timonier Family Office
Winston Salem,
North Carolina
|
$1.36M
|
-$138K
|
-5,119
|
-9%
|
|
|
158
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.36M
|
+$878K
|
+32,562
|
+173%
|
|
|
159
|
Marrick Wealth
Irvine,
California
|
$1.34M
|
+$1.37M
|
+50,896
|
New
|
|
|
160
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$1.31M
|
-$53.3K
|
-1,975
|
-4%
|
|
|
161
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.31M
|
-$165K
|
-6,130
|
-11%
|
|
|
162
|
Park Avenue Securities
New York
|
$1.3M
|
+$286K
|
+10,606
|
+27%
|
|
|
163
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$1.26M
|
-$6.38M
|
-236,524
|
-83%
|
|
|
164
|
Trust Company of the South
Greensboro,
North Carolina
|
$1.26M
|
-$1.06M
|
-39,383
|
-45%
|
|
|
165
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.23M
|
+$1.56K
|
+58
|
+0.1%
|
|
|
166
|
Savvy Advisors Inc
New York
|
$1.22M
|
+$80.5K
|
+2,985
|
+7%
|
|
|
167
|
Kestra Advisory Services
Austin,
Texas
|
$1.21M
|
+$176K
|
+6,542
|
+17%
|
|
|
168
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.18M
|
-$756K
|
-28,018
|
-39%
|
|
|
169
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$1.15M
|
+$163K
|
+6,050
|
+16%
|
|
|
170
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$1.1M
|
+$122K
|
+4,519
|
+12%
|
|
|
171
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.1M
|
+$129K
|
+4,783
|
+13%
|
|
|
172
|
Stifel Financial
St. Louis,
Missouri
|
$1.09M
|
-$16.8K
|
-623
|
-1%
|
|
|
173
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$1.08M
|
+$98.4K
|
+3,650
|
+10%
|
|
|
174
|
WorthPointe
La Jolla,
California
|
$1.07M
|
+$721K
|
+26,727
|
+196%
|
|
|
175
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.05M
|
+$1.07M
|
+39,840
|
New
|
|
