|
151
|
Old North State Trust
Greensboro,
North Carolina
|
$575K
|
–
|
–
|
–
|
|
|
152
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$574K
|
–
|
–
|
–
|
|
|
153
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$564K
|
+$9.39K
|
+161
|
+2%
|
|
|
154
|
Harbour Investments
Madison,
Wisconsin
|
$521K
|
-$15.1K
|
-259
|
-3%
|
|
|
155
|
Mission Creek Capital Partners
San Francisco,
California
|
$509K
|
-$891K
|
-15,267
|
-64%
|
|
|
156
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$508K
|
+$508K
|
+8,716
|
New
|
|
|
157
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$502K
|
+$67.3K
|
+1,154
|
+16%
|
|
|
158
|
EP Wealth Advisors
Torrance,
California
|
$493K
|
-$83.3K
|
-1,428
|
-14%
|
|
|
159
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$485K
|
-$29K
|
-498
|
-6%
|
|
|
160
|
Corient Private Wealth
Miami,
Florida
|
$482K
|
–
|
–
|
–
|
|
|
161
|
Neumann Capital Management
Foster City,
California
|
$480K
|
+$40.8K
|
+700
|
+9%
|
|
|
162
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$480K
|
–
|
–
|
–
|
|
|
163
|
Park Avenue Securities
New York
|
$474K
|
+$41.5K
|
+711
|
+10%
|
|
|
164
|
TME Financial
Huntington Beach,
California
|
$473K
|
-$50.5K
|
-865
|
-10%
|
|
|
165
|
IRON Financial
Northbrook,
Illinois
|
$469K
|
+$67.3K
|
+1,154
|
+17%
|
|
|
166
|
Equitable Holdings
New York
|
$462K
|
-$639K
|
-10,962
|
-58%
|
|
|
167
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$455K
|
–
|
–
|
–
|
|
|
168
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$446K
|
–
|
–
|
–
|
|
|
169
|
Atomi Financial Group
New York
|
$437K
|
+$53.3K
|
+913
|
+14%
|
|
|
170
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$435K
|
–
|
–
|
–
|
|
|
171
|
Garrison Point Advisors
Walnut Creek,
California
|
$424K
|
+$17.5K
|
+300
|
+4%
|
|
|
172
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$414K
|
-$689K
|
-11,813
|
-62%
|
|
|
173
|
|
$414K
|
–
|
–
|
–
|
|
|
174
|
Snider Financial Group
Bellevue,
Washington
|
$413K
|
–
|
–
|
–
|
|
|
175
|
US Bancorp
Minneapolis,
Minnesota
|
$412K
|
+$4.96K
|
+85
|
+1%
|
|
