|
151
|
WealthShield Partners
Cary,
North Carolina
|
$1.24M
|
-$314K
|
-8,910
|
-19%
|
|
|
152
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.24M
|
-$231K
|
-6,541
|
-15%
|
|
|
153
|
Krilogy Financial
St. Louis,
Missouri
|
$1.22M
|
+$416K
|
+11,800
|
+48%
|
|
|
154
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.2M
|
+$71.1K
|
+2,014
|
+6%
|
|
|
155
|
Maia Wealth
Denver,
Colorado
|
$1.2M
|
+$81.3K
|
+2,303
|
+7%
|
|
|
156
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.19M
|
+$96.1K
|
+2,725
|
+8%
|
|
|
157
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.18M
|
+$50.8K
|
+1,440
|
+4%
|
|
|
158
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.18M
|
+$50.8K
|
+1,440
|
+4%
|
|
|
159
|
Institute for Wealth Management
Denver,
Colorado
|
$1.17M
|
+$113K
|
+3,204
|
+10%
|
|
|
160
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$1.16M
|
+$1.22M
|
+34,708
|
New
|
|
|
161
|
Wealth Architects
Mountain View,
California
|
$1.16M
|
-$50.4K
|
-1,429
|
-4%
|
|
|
162
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.15M
|
+$18.9K
|
+535
|
+2%
|
|
|
163
|
Equitable Holdings
New York
|
$1.12M
|
-$128K
|
-3,619
|
-10%
|
|
|
164
|
|
$1.11M
|
–
|
–
|
–
|
|
|
165
|
Integris Wealth Management
Monterey,
California
|
$1.09M
|
-$54.5K
|
-1,544
|
-5%
|
|
|
166
|
WesBanco Bank
Wheeling,
West Virginia
|
$1.08M
|
+$27.9K
|
+790
|
+3%
|
|
|
167
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$1.07M
|
+$1.13M
|
+32,086
|
New
|
|
|
168
|
Truist Financial
Charlotte,
North Carolina
|
$1.06M
|
+$466K
|
+13,211
|
+71%
|
|
|
169
|
Kestra Advisory Services
Austin,
Texas
|
$1.04M
|
-$246K
|
-6,982
|
-18%
|
|
|
170
|
Grimes & Company
Westborough,
Massachusetts
|
$1.04M
|
+$7.09K
|
+201
|
+0.6%
|
|
|
171
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.04M
|
+$24.2K
|
+687
|
+2%
|
|
|
172
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.03M
|
-$7.3K
|
-207
|
-0.7%
|
|
|
173
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.03M
|
+$25K
|
+709
|
+2%
|
|
|
174
|
Plum Street Advisors
New Orleans,
Louisiana
|
$1.03M
|
+$75.3K
|
+2,134
|
+7%
|
|
|
175
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.01M
|
-$34K
|
-965
|
-3%
|
|
