|
126
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$2.62M
|
+$755K
|
+7,550
|
+41%
|
|
|
127
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$2.59M
|
-$3.9M
|
-39,007
|
-60%
|
|
|
128
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$2.58M
|
-$2.66M
|
-26,596
|
-51%
|
|
|
129
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$2.54M
|
-$427K
|
-4,265
|
-14%
|
|
|
130
|
Truist Financial
Charlotte,
North Carolina
|
$2.52M
|
-$557K
|
-5,572
|
-18%
|
|
|
131
|
Wealthspire Advisors (New York)
New York
|
$2.49M
|
+$456K
|
+4,554
|
+22%
|
|
|
132
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.49M
|
-$52.4K
|
-524
|
-2%
|
|
|
133
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2.47M
|
–
|
–
|
–
|
|
|
134
|
Successful Portfolios
Clearwater,
Florida
|
$2.41M
|
+$288K
|
+2,882
|
+14%
|
|
|
135
|
Beacon Financial Group
Dallas,
Texas
|
$2.39M
|
-$2.49M
|
-24,853
|
-51%
|
|
|
136
|
Savvy Advisors Inc
New York
|
$2.38M
|
+$1.49M
|
+14,880
|
+168%
|
|
|
137
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.36M
|
–
|
–
|
–
|
|
|
138
|
IFP Advisors
Tampa,
Florida
|
$2.34M
|
+$2.05M
|
+20,442
|
+706%
|
|
|
139
|
Quadcap Wealth Management
Frisco,
Texas
|
$2.26M
|
-$877K
|
-8,769
|
-28%
|
|
|
140
|
Caprock Group
Boise,
Idaho
|
$2.23M
|
+$336K
|
+3,355
|
+18%
|
|
|
141
|
G&S Capital
Denver,
Colorado
|
$2.22M
|
+$195K
|
+1,954
|
+10%
|
|
|
142
|
Hara Capital
Bellevue,
Washington
|
$2.18M
|
-$403K
|
-4,028
|
-16%
|
|
|
143
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.13M
|
+$507K
|
+5,069
|
+31%
|
|
|
144
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$2.09M
|
-$964K
|
-9,636
|
-32%
|
|
|
145
|
Titan Global Capital Management USA
New York
|
$2.08M
|
+$214K
|
+2,143
|
+12%
|
|
|
146
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.08M
|
+$229K
|
+2,287
|
+12%
|
|
|
147
|
Valued Retirements
Houston,
Texas
|
$2.04M
|
+$2.04M
|
+20,380
|
New
|
|
|
148
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$2.04M
|
+$291K
|
+2,904
|
+17%
|
|
|
149
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$2.02M
|
+$6.7K
|
+67
|
+0.3%
|
|
|
150
|
Orin Green Financial
San Diego,
California
|
$2.01M
|
–
|
–
|
–
|
|
