|
151
|
Advisory Services Network
Atlanta,
Georgia
|
$1.13M
|
–
|
–
|
–
|
|
|
152
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.13M
|
-$85.6K
|
-2,051
|
-7%
|
|
|
153
|
Lunt Capital Management
Holladay,
Utah
|
$1.08M
|
–
|
–
|
–
|
|
|
154
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.06M
|
+$531K
|
+12,728
|
+107%
|
|
|
155
|
Dopkins Wealth Management
Williamsville,
New York
|
$1M
|
+$42
|
+1
|
+0%
|
|
|
156
|
Private Trust Company
Cleveland,
Ohio
|
$1M
|
-$593K
|
-14,220
|
-38%
|
|
|
157
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$997K
|
-$2.67K
|
-64
|
-0.3%
|
|
|
158
|
Edge Financial Advisors
Wheaton,
Illinois
|
$916K
|
+$1.29K
|
+31
|
+0.1%
|
|
|
159
|
Truist Financial
Charlotte,
North Carolina
|
$914K
|
+$21.2K
|
+507
|
+2%
|
|
|
160
|
Destiny Wealth Partners
Tavares,
Florida
|
$882K
|
–
|
–
|
–
|
|
|
161
|
Global Retirement Partners
San Rafael,
California
|
$863K
|
-$76.3K
|
-1,829
|
-8%
|
|
|
162
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$853K
|
-$45.5K
|
-1,090
|
-5%
|
|
|
163
|
Hilltop Holdings
Dallas,
Texas
|
$850K
|
-$24.5K
|
-588
|
-3%
|
|
|
164
|
PFG Investments
Woodbury,
New York
|
$831K
|
-$44.9K
|
-1,076
|
-5%
|
|
|
165
|
Quantum Financial Planning Services
Spokane,
Washington
|
$808K
|
+$785K
|
+18,810
|
New
|
|
|
166
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$791K
|
–
|
–
|
–
|
|
|
167
|
Perigon Wealth Management
San Francisco,
California
|
$779K
|
+$83.5K
|
+2,002
|
+12%
|
|
|
168
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$757K
|
+$1.46K
|
+35
|
+0.2%
|
|
|
169
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$709K
|
-$55.3K
|
-1,324
|
-7%
|
|
|
170
|
Evoke Wealth
Los Angeles,
California
|
$684K
|
–
|
–
|
–
|
|
|
171
|
Cora Capital Advisors
Marlton,
New Jersey
|
$675K
|
–
|
–
|
–
|
|
|
172
|
Concurrent Investment Advisors
Tampa,
Florida
|
$666K
|
+$118K
|
+2,824
|
+22%
|
|
|
173
|
Fifth Third Securities
Cincinnati,
Ohio
|
$664K
|
+$10.5K
|
+252
|
+2%
|
|
|
174
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$654K
|
+$71.2K
|
+1,705
|
+13%
|
|
|
175
|
Stokes Family Office
New Orleans,
Louisiana
|
$646K
|
-$206K
|
-4,936
|
-25%
|
|
