|
151
|
Investment Planning Advisors
Cumming,
Georgia
|
$9.51M
|
–
|
–
|
–
|
|
|
152
|
Truist Financial
Charlotte,
North Carolina
|
$9.1M
|
-$518K
|
-11,214
|
-5%
|
|
|
153
|
Williams & Novak
Westlake Village,
California
|
$9.1M
|
+$3.87M
|
+83,675
|
+75%
|
|
|
154
|
New Insight Wealth Advisors
San Ramon,
California
|
$8.9M
|
+$1.45M
|
+31,471
|
+20%
|
|
|
155
|
Keystone Wealth Services
Palm Desert,
California
|
$8.86M
|
+$147K
|
+3,191
|
+2%
|
|
|
156
|
Equitable Holdings
New York
|
$8.69M
|
+$4.23M
|
+91,590
|
+97%
|
|
|
157
|
Centaurus Financial
Anaheim,
California
|
$8.68M
|
+$115K
|
+2,485
|
+1%
|
|
|
158
|
Opes Wealth Management
Menlo Park,
California
|
$8.63M
|
+$115K
|
+2,497
|
+1%
|
|
|
159
|
World Investment Advisors
Santa Barbara,
California
|
$8.62M
|
+$1.6M
|
+34,682
|
+23%
|
|
|
160
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$8.62M
|
+$106K
|
+2,303
|
+1%
|
|
|
161
|
Linscomb Wealth
Houston,
Texas
|
$8.58M
|
+$632K
|
+13,686
|
+8%
|
|
|
162
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$8.41M
|
+$557K
|
+12,055
|
+7%
|
|
|
163
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.36M
|
+$966K
|
+20,899
|
+13%
|
|
|
164
|
Atria Investments
Charlotte,
North Carolina
|
$8.15M
|
-$147K
|
-3,174
|
-2%
|
|
|
165
|
Watchman Group
Plano,
Texas
|
$8.13M
|
+$9.89K
|
+214
|
+0.1%
|
|
|
166
|
Private Advisor Group
Morristown,
New Jersey
|
$8M
|
-$766K
|
-16,573
|
-9%
|
|
|
167
|
Diversify Wealth Management
Sandy,
Utah
|
$7.8M
|
+$1.09M
|
+23,514
|
+16%
|
|
|
168
|
Valmark Advisers
Akron,
Ohio
|
$7.75M
|
-$350K
|
-7,583
|
-4%
|
|
|
169
|
Insight Wealth Partners
Plano,
Texas
|
$7.74M
|
+$484K
|
+10,470
|
+7%
|
|
|
170
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.61M
|
+$1.05M
|
+22,667
|
+16%
|
|
|
171
|
Sachetta
Lynnfield,
Massachusetts
|
$7.4M
|
+$549K
|
+11,869
|
+8%
|
|
|
172
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$7.32M
|
+$1.39M
|
+30,177
|
+24%
|
|
|
173
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$7.29M
|
+$97.6K
|
+2,111
|
+1%
|
|
|
174
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$7.29M
|
-$10.6M
|
-228,721
|
-59%
|
|
|
175
|
FWG Holdings
Winter Park,
Florida
|
$7.05M
|
+$7.14M
|
+154,472
|
New
|
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