|
151
|
Advisor OS
Chicago,
Illinois
|
$340K
|
–
|
–
|
–
|
|
|
152
|
CoreCap Advisors
Southfield,
Michigan
|
$340K
|
+$326K
|
+7,499
|
New
|
|
|
153
|
Mission Wealth Management
Santa Barbara,
California
|
$329K
|
+$19.8K
|
+455
|
+7%
|
|
|
154
|
KFG Wealth Management
Granger,
Indiana
|
$329K
|
+$315K
|
+7,252
|
New
|
|
|
155
|
Spire Wealth Management
Mclean,
Virginia
|
$325K
|
-$17.9K
|
-411
|
-5%
|
|
|
156
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$314K
|
+$62.7K
|
+1,441
|
+26%
|
|
|
157
|
Tranquility Partners
Brentwood,
Tennessee
|
$312K
|
–
|
–
|
–
|
|
|
158
|
Harbour Investments
Madison,
Wisconsin
|
$308K
|
+$46.2K
|
+1,061
|
+19%
|
|
|
159
|
|
$301K
|
+$289K
|
+6,641
|
New
|
|
|
160
|
Sunbelt Securities
Houston,
Texas
|
$299K
|
-$21.1K
|
-484
|
-7%
|
|
|
161
|
Centurion Wealth Management
Mclean,
Virginia
|
$295K
|
-$17.9K
|
-411
|
-6%
|
|
|
162
|
Pathstone Holdings
Englewood,
New Jersey
|
$293K
|
–
|
–
|
–
|
|
|
163
|
Global Retirement Partners
San Rafael,
California
|
$292K
|
+$231K
|
+5,317
|
+472%
|
|
|
164
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$280K
|
–
|
–
|
–
|
|
|
165
|
David J. Yvars Group
University Park,
Florida
|
$267K
|
–
|
–
|
–
|
|
|
166
|
TruWealth Advisors
Metairie,
Louisiana
|
$265K
|
+$255K
|
+5,857
|
New
|
|
|
167
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$265K
|
+$11.7K
|
+269
|
+5%
|
|
|
168
|
Aspect Partners
Fairfax,
Virginia
|
$265K
|
–
|
–
|
–
|
|
|
169
|
Davenport & Co
Richmond,
Virginia
|
$263K
|
+$252K
|
+5,799
|
New
|
|
|
170
|
Atlas Brown
Louisville,
Kentucky
|
$261K
|
+$522
|
+12
|
+0.2%
|
|
|
171
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$259K
|
+$4.57K
|
+105
|
+2%
|
|
|
172
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$258K
|
–
|
–
|
–
|
|
|
173
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$252K
|
+$30.4K
|
+700
|
+14%
|
|
|
174
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$241K
|
–
|
–
|
–
|
|
|
175
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$241K
|
–
|
–
|
–
|
|
