|
151
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$2M
|
+$81.5K
|
+1,719
|
+4%
|
|
|
152
|
Tempus Wealth Planning
Irvine,
California
|
$1.97M
|
+$37.9K
|
+800
|
+2%
|
|
|
153
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.86M
|
+$471K
|
+9,939
|
+34%
|
|
|
154
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.83M
|
-$87.3K
|
-1,842
|
-5%
|
|
|
155
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.83M
|
-$44.9K
|
-948
|
-2%
|
|
|
156
|
Harbour Investments
Madison,
Wisconsin
|
$1.81M
|
+$127K
|
+2,672
|
+8%
|
|
|
157
|
Savvy Advisors Inc
New York
|
$1.81M
|
+$538K
|
+11,343
|
+42%
|
|
|
158
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1.77M
|
+$65.9K
|
+1,390
|
+4%
|
|
|
159
|
Kestra Advisory Services
Austin,
Texas
|
$1.76M
|
+$238K
|
+5,026
|
+16%
|
|
|
160
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.75M
|
+$145K
|
+3,065
|
+9%
|
|
|
161
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.75M
|
-$995
|
-21
|
-0.1%
|
|
|
162
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.69M
|
+$100K
|
+2,110
|
+6%
|
|
|
163
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$1.69M
|
+$356K
|
+7,516
|
+27%
|
|
|
164
|
|
$1.66M
|
+$486K
|
+10,247
|
+42%
|
|
|
165
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.61M
|
+$26.1K
|
+550
|
+2%
|
|
|
166
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.42M
|
-$1.75K
|
-37
|
-0.1%
|
|
|
167
|
RFG Advisory
Birmingham,
Alabama
|
$1.32M
|
+$447K
|
+9,425
|
+51%
|
|
|
168
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.31M
|
+$458K
|
+9,658
|
+54%
|
|
|
169
|
Mission Wealth Management
Santa Barbara,
California
|
$1.3M
|
-$137K
|
-2,901
|
-10%
|
|
|
170
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.3M
|
+$194K
|
+4,087
|
+18%
|
|
|
171
|
ANB Bank
Denver,
Colorado
|
$1.29M
|
+$289K
|
+6,096
|
+29%
|
|
|
172
|
HSBC Holdings
London,
United Kingdom
|
$1.29M
|
–
|
–
|
–
|
|
|
173
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$1.29M
|
+$284
|
+6
|
+0%
|
|
|
174
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$1.26M
|
-$14K
|
-295
|
-1%
|
|
|
175
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.24M
|
+$525K
|
+11,082
|
+74%
|
|
