|
151
|
SageView Advisory Group
Newport Beach,
California
|
$650K
|
-$62.5K
|
-1,034
|
-8%
|
|
|
152
|
D.A. Davidson & Co
Great Falls,
Montana
|
$617K
|
-$171K
|
-2,833
|
-21%
|
|
|
153
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$599K
|
+$624K
|
+10,334
|
New
|
|
|
154
|
Old North State Trust
Greensboro,
North Carolina
|
$575K
|
+$338K
|
+5,603
|
+130%
|
|
|
155
|
EP Wealth Advisors
Torrance,
California
|
$573K
|
+$96.2K
|
+1,592
|
+19%
|
|
|
156
|
JMG Financial Group
Downers Grove,
Illinois
|
$573K
|
+$302
|
+5
|
+0.1%
|
|
|
157
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$570K
|
-$35.9K
|
-594
|
-6%
|
|
|
158
|
TME Financial
Huntington Beach,
California
|
$563K
|
+$542K
|
+8,974
|
New
|
|
|
159
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$552K
|
+$40.5K
|
+670
|
+8%
|
|
|
160
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$548K
|
–
|
–
|
–
|
|
|
161
|
Harbour Investments
Madison,
Wisconsin
|
$533K
|
-$6.04K
|
-100
|
-1%
|
|
|
162
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$511K
|
+$967
|
+16
|
+0.2%
|
|
|
163
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$480K
|
+$2.6K
|
+43
|
+0.5%
|
|
|
164
|
Corient Private Wealth
Miami,
Florida
|
$479K
|
-$3.5K
|
-58
|
-0.7%
|
|
|
165
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$477K
|
–
|
–
|
–
|
|
|
166
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$452K
|
+$42.3K
|
+700
|
+10%
|
|
|
167
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$451K
|
–
|
–
|
–
|
|
|
168
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$443K
|
–
|
–
|
–
|
|
|
169
|
Neumann Capital Management
Foster City,
California
|
$437K
|
–
|
–
|
–
|
|
|
170
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$433K
|
+$450K
|
+7,456
|
New
|
|
|
171
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$432K
|
-$166K
|
-2,753
|
-27%
|
|
|
172
|
Park Avenue Securities
New York
|
$430K
|
+$64.5K
|
+1,067
|
+17%
|
|
|
173
|
|
$411K
|
–
|
–
|
–
|
|
|
174
|
Snider Financial Group
Bellevue,
Washington
|
$411K
|
+$428K
|
+7,086
|
New
|
|
|
175
|
Global Retirement Partners
San Rafael,
California
|
$406K
|
+$12.3K
|
+204
|
+3%
|
|
