|
176
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
$1.1M
|
-$4.54M
|
-50,051
|
-80%
|
|
|
177
|
Global Retirement Partners
San Rafael,
California
|
$1.09M
|
+$1.12M
|
+12,390
|
New
|
|
|
178
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$1.08M
|
-$983K
|
-10,837
|
-47%
|
|
|
179
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.07M
|
-$16.3K
|
-180
|
-1%
|
|
|
180
|
Corient Private Wealth
Miami,
Florida
|
$1.06M
|
+$374K
|
+4,124
|
+52%
|
|
|
181
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.05M
|
-$162K
|
-1,783
|
-13%
|
|
|
182
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.04M
|
-$4.54K
|
-50
|
-0.4%
|
|
|
183
|
Round Rock Advisors
Wilton,
Connecticut
|
$1.03M
|
-$109K
|
-1,198
|
-9%
|
|
|
184
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.01M
|
+$4.17K
|
+46
|
+0.4%
|
|
|
185
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$997K
|
–
|
–
|
–
|
|
|
186
|
Versant Capital Management
Phoenix,
Arizona
|
$982K
|
+$19.2K
|
+212
|
+2%
|
|
|
187
|
Shira Ridge Wealth Management
Larkspur,
California
|
$975K
|
-$9.26K
|
-102
|
-0.9%
|
|
|
188
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$968K
|
+$125K
|
+1,376
|
+14%
|
|
|
189
|
Clark Asset Management
Stratham,
New Hampshire
|
$947K
|
–
|
–
|
–
|
|
|
190
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$944K
|
–
|
–
|
–
|
|
|
191
|
Foster & Motley
Cincinnati,
Ohio
|
$937K
|
-$15.1K
|
-166
|
-2%
|
|
|
192
|
Sweeney & Michel
Chico,
California
|
$929K
|
-$7.8K
|
-86
|
-0.9%
|
|
|
193
|
Joel Isaacson & Co
New York
|
$917K
|
+$17.9K
|
+197
|
+2%
|
|
|
194
|
Clearstead Advisors
Cleveland,
Ohio
|
$901K
|
+$140K
|
+1,542
|
+18%
|
|
|
195
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$896K
|
+$154K
|
+1,700
|
+20%
|
|
|
196
|
Allworth Financial
Folsom,
California
|
$889K
|
-$211K
|
-2,324
|
-19%
|
|
|
197
|
Sky-Mountain Capital Management
Ketchum,
Idaho
|
$888K
|
+$29.5K
|
+325
|
+3%
|
|
|
198
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$877K
|
-$67.6K
|
-745
|
-7%
|
|
|
199
|
Diversify Wealth Management
Sandy,
Utah
|
$873K
|
-$1.77M
|
-19,557
|
-67%
|
|
|
200
|
Diversify Advisory Services
Sandy,
Utah
|
$873K
|
+$866K
|
+9,539
|
New
|
|
