|
151
|
Root Financial Partners
Encinitas,
California
|
$414K
|
+$415K
|
+16,285
|
New
|
|
|
152
|
Royal Fund Management
Lady Lake,
Florida
|
$353K
|
-$238K
|
-9,362
|
-40%
|
|
|
153
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$352K
|
-$764
|
-30
|
-0.2%
|
|
|
154
|
Perennial Investment Advisors
Los Angeles,
California
|
$332K
|
-$51.6K
|
-2,026
|
-13%
|
|
|
155
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$330K
|
–
|
–
|
–
|
|
|
156
|
CHB Investment Group
New Hope,
Pennsylvania
|
$326K
|
+$96.6K
|
+3,793
|
+42%
|
|
|
157
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$310K
|
-$1.15K
|
-45
|
-0.4%
|
|
|
158
|
Integrated Advisors Network
Dallas,
Texas
|
$305K
|
-$5.6K
|
-220
|
-2%
|
|
|
159
|
Rothschild Investment LLC
Chicago,
Illinois
|
$305K
|
–
|
–
|
–
|
|
|
160
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$305K
|
–
|
–
|
–
|
|
|
161
|
Callan Family Office
Radnor,
Pennsylvania
|
$304K
|
–
|
–
|
–
|
|
|
162
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$300K
|
+$300K
|
+11,782
|
New
|
|
|
163
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$284K
|
+$20.8K
|
+818
|
+8%
|
|
|
164
|
Greater Midwest Financial Group
St. Paul,
Minnesota
|
$281K
|
+$281K
|
+11,027
|
New
|
|
|
165
|
IronOak Wealth
Cedar Park,
Texas
|
$271K
|
+$271K
|
+10,648
|
New
|
|
|
166
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$268K
|
+$268K
|
+10,538
|
New
|
|
|
167
|
PFG Investments
Woodbury,
New York
|
$267K
|
+$19.3K
|
+759
|
+8%
|
|
|
168
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$264K
|
-$484
|
-19
|
-0.2%
|
|
|
169
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$254K
|
–
|
–
|
–
|
|
|
170
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$251K
|
+$251K
|
+9,867
|
New
|
|
|
171
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$248K
|
+$247K
|
+9,719
|
New
|
|
|
172
|
Private Advisor Group
Morristown,
New Jersey
|
$238K
|
–
|
–
|
–
|
|
|
173
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$231K
|
+$231K
|
+9,077
|
New
|
|
|
174
|
TrueMark Investments
Chicago,
Illinois
|
$229K
|
-$202K
|
-7,941
|
-47%
|
|
|
175
|
Atria Investments
Charlotte,
North Carolina
|
$227K
|
-$6.95M
|
-273,147
|
-97%
|
|
