|
201
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$460K
|
–
|
–
|
–
|
|
|
202
|
TriaGen Wealth Management
Calabasas,
California
|
$459K
|
+$153
|
+6
|
+0%
|
|
|
203
|
|
$455K
|
+$68.4K
|
+2,680
|
+18%
|
|
|
204
|
Net Worth Advisory Group
Sandy,
Utah
|
$439K
|
-$4.13K
|
-162
|
-0.9%
|
|
|
205
|
Columbia Advisory Partners
Spokane,
Washington
|
$434K
|
+$16.6K
|
+650
|
+4%
|
|
|
206
|
WealthPLAN Partners
Omaha,
Nebraska
|
$433K
|
+$170K
|
+6,673
|
+65%
|
|
|
207
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$432K
|
+$431K
|
+16,902
|
New
|
|
|
208
|
Kestra Advisory Services
Austin,
Texas
|
$425K
|
-$226K
|
-8,835
|
-35%
|
|
|
209
|
Edgestream Partners
Princeton,
New Jersey
|
$425K
|
+$425K
|
+16,643
|
New
|
|
|
210
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$424K
|
+$164K
|
+6,432
|
+63%
|
|
|
211
|
|
$423K
|
–
|
–
|
–
|
|
|
212
|
Advyzon Investment Management
Lisle,
Illinois
|
$416K
|
+$416K
|
+16,284
|
New
|
|
|
213
|
SVB Wealth
Boston,
Massachusetts
|
$413K
|
-$36.9K
|
-1,444
|
-8%
|
|
|
214
|
Beto Financial Group
Boise,
Idaho
|
$410K
|
+$31.9K
|
+1,248
|
+8%
|
|
|
215
|
Consilium Wealth Advisory
Richardson,
Texas
|
$404K
|
–
|
–
|
–
|
|
|
216
|
NorthRock Partners
Minneapolis,
Minnesota
|
$381K
|
-$19.6K
|
-768
|
-5%
|
|
|
217
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$361K
|
+$138K
|
+5,419
|
+62%
|
|
|
218
|
Advisory Services Network
Atlanta,
Georgia
|
$358K
|
+$150K
|
+5,870
|
+72%
|
|
|
219
|
International Private Wealth Advisors
San Diego,
California
|
$358K
|
+$25.7K
|
+1,006
|
+8%
|
|
|
220
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$358K
|
+$19.2K
|
+753
|
+6%
|
|
|
221
|
Invariant Investment Management
Camp Hill,
Pennsylvania
|
$339K
|
-$32.6K
|
-1,276
|
-9%
|
|
|
222
|
Arax Advisory Partners
Denver,
Colorado
|
$331K
|
+$167K
|
+6,535
|
+102%
|
|
|
223
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$331K
|
+$330K
|
+12,935
|
New
|
|
|
224
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$328K
|
-$174K
|
-6,802
|
-35%
|
|
|
225
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$328K
|
-$38.9K
|
-1,525
|
-11%
|
|
