|
151
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$531K
|
+$184K
|
+4,928
|
+56%
|
|
|
152
|
Catalyst Private Wealth
San Mateo,
California
|
$514K
|
+$62.9K
|
+1,684
|
+14%
|
|
|
153
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$511K
|
-$933
|
-25
|
-0.2%
|
|
|
154
|
Segment Wealth Management
Houston,
Texas
|
$496K
|
+$103K
|
+2,750
|
+27%
|
|
|
155
|
Davidson Investment Advisors
Great Falls,
Montana
|
$493K
|
-$29.5K
|
-791
|
-6%
|
|
|
156
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$474K
|
–
|
–
|
–
|
|
|
157
|
FirstPurpose Wealth
Orem,
Utah
|
$472K
|
+$59.5K
|
+1,593
|
+15%
|
|
|
158
|
Adero Partners
Pleasanton,
California
|
$462K
|
–
|
–
|
–
|
|
|
159
|
Zhang Financial
Portage,
Michigan
|
$460K
|
-$4.47M
|
-119,845
|
-91%
|
|
|
160
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$459K
|
-$73.6K
|
-1,971
|
-14%
|
|
|
161
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$435K
|
+$290K
|
+7,764
|
+220%
|
|
|
162
|
Weil Company
San Diego,
California
|
$428K
|
-$210K
|
-5,631
|
-34%
|
|
|
163
|
Barnett & Company
Chattanooga,
Tennessee
|
$425K
|
-$32.7K
|
-877
|
-7%
|
|
|
164
|
Veritable
Wilmington,
Delaware
|
$414K
|
+$401K
|
+10,750
|
New
|
|
|
165
|
Citadel Advisors
Miami,
Florida
|
$384K
|
+$10.5K
|
+282
|
+3%
|
|
|
166
|
Lido Advisors
Los Angeles,
California
|
$380K
|
+$110K
|
+2,937
|
+42%
|
|
|
167
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$379K
|
-$75
|
-2
|
-0%
|
|
|
168
|
Northern Trust
Chicago,
Illinois
|
$373K
|
-$463K
|
-12,396
|
-56%
|
|
|
169
|
Colonial River Investments
Midlothian,
Virginia
|
$362K
|
-$716K
|
-19,186
|
-67%
|
|
|
170
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$359K
|
+$69K
|
+1,848
|
+25%
|
|
|
171
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$337K
|
+$326K
|
+8,723
|
New
|
|
|
172
|
WBH Advisory
Baltimore,
Maryland
|
$336K
|
-$269K
|
-7,198
|
-45%
|
|
|
173
|
Essex Financial Services
Essex,
Connecticut
|
$321K
|
+$40.8K
|
+1,092
|
+15%
|
|
|
174
|
IRON Financial
Northbrook,
Illinois
|
$318K
|
+$13.4K
|
+359
|
+5%
|
|
|
175
|
Caldwell Trust
Venice,
Florida
|
$294K
|
+$149K
|
+4,001
|
+110%
|
|
