|
151
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$760K
|
+$9.96K
|
+354
|
+1%
|
|
|
152
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$755K
|
+$720K
|
+25,605
|
New
|
|
|
153
|
Truist Financial
Charlotte,
North Carolina
|
$751K
|
-$2.25K
|
-80
|
-0.3%
|
|
|
154
|
Sollinda Capital Management
Miami,
Florida
|
$738K
|
+$117K
|
+4,175
|
+20%
|
|
|
155
|
Axxcess Wealth Management
Carlsbad,
California
|
$719K
|
-$5.77K
|
-205
|
-0.8%
|
|
|
156
|
SageView Advisory Group
Newport Beach,
California
|
$716K
|
-$16.7K
|
-595
|
-2%
|
|
|
157
|
TownSquare Capital
Provo,
Utah
|
$704K
|
-$1.56M
|
-55,331
|
-70%
|
|
|
158
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$701K
|
-$38.3K
|
-1,360
|
-5%
|
|
|
159
|
Kestra Private Wealth Services
Austin,
Texas
|
$693K
|
+$662K
|
+23,514
|
New
|
|
|
160
|
UBS Group
Zurich,
Switzerland
|
$677K
|
-$1.28M
|
-45,537
|
-66%
|
|
|
161
|
Everest Management Corp
Cupertino,
California
|
$670K
|
+$640K
|
+22,730
|
New
|
|
|
162
|
Creative Planning
Overland Park,
Kansas
|
$668K
|
-$24.3K
|
-865
|
-4%
|
|
|
163
|
|
$663K
|
+$219K
|
+7,782
|
+53%
|
|
|
164
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$645K
|
-$71.4K
|
-2,538
|
-10%
|
|
|
165
|
Cardiff Park Advisors
Carlsbad,
California
|
$623K
|
+$760
|
+27
|
+0.1%
|
|
|
166
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$616K
|
+$589K
|
+20,948
|
New
|
|
|
167
|
Daner Wealth Management
Alpharetta,
Georgia
|
$613K
|
+$582K
|
+20,672
|
New
|
|
|
168
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$609K
|
+$180K
|
+6,414
|
+45%
|
|
|
169
|
RCS Financial Planning
Annapolis,
Maryland
|
$578K
|
-$157K
|
-5,592
|
-22%
|
|
|
170
|
Maryland Capital Advisors
Chester,
Maryland
|
$577K
|
+$87.6K
|
+3,113
|
+19%
|
|
|
171
|
Capital Performance Advisors
Walnut Creek,
California
|
$570K
|
-$26.6K
|
-944
|
-5%
|
|
|
172
|
Congress Wealth Management
Boston,
Massachusetts
|
$562K
|
+$30.5K
|
+1,085
|
+6%
|
|
|
173
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$548K
|
+$24.8K
|
+881
|
+5%
|
|
|
174
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$525K
|
+$501K
|
+17,799
|
New
|
|
|
175
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$507K
|
+$484K
|
+17,189
|
New
|
|
