|
151
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.24M
|
+$240K
|
+3,618
|
+12%
|
|
|
152
|
Larch Capital Partners
Miami,
Florida
|
$2.21M
|
-$456K
|
-6,882
|
-17%
|
|
|
153
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$2.17M
|
+$388K
|
+5,855
|
+21%
|
|
|
154
|
Grant Private Wealth Management
Pleasanton,
California
|
$2.15M
|
-$313K
|
-4,733
|
-12%
|
|
|
155
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.07M
|
-$728
|
-11
|
-0%
|
|
|
156
|
ARWA LLC
Fort Worth,
Texas
|
$2.05M
|
+$1.39M
|
+21,036
|
+206%
|
|
|
157
|
McDonald Partners
Cleveland,
Ohio
|
$1.99M
|
+$973K
|
+14,691
|
+89%
|
|
|
158
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.97M
|
-$106K
|
-1,598
|
-5%
|
|
|
159
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.97M
|
-$20.3M
|
-306,567
|
-91%
|
|
|
160
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.87M
|
+$641K
|
+9,674
|
+50%
|
|
|
161
|
Citadel Advisors
Miami,
Florida
|
$1.81M
|
+$1.88M
|
+28,397
|
New
|
|
|
162
|
Security National Bank
Omaha,
Nebraska
|
$1.81M
|
+$331K
|
+5,005
|
+22%
|
|
|
163
|
IFP Advisors
Tampa,
Florida
|
$1.79M
|
+$61K
|
+921
|
+3%
|
|
|
164
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$1.76M
|
+$302K
|
+4,555
|
+20%
|
|
|
165
|
Evolution Wealth Advisors
Aventura,
Florida
|
$1.74M
|
-$165K
|
-2,497
|
-8%
|
|
|
166
|
Fulton Bank
Lancaster,
Pennsylvania
|
$1.74M
|
+$525K
|
+7,935
|
+41%
|
|
|
167
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$1.72M
|
+$1.78M
|
+26,914
|
New
|
|
|
168
|
Oppenheimer & Co
New York
|
$1.71M
|
-$156K
|
-2,357
|
-8%
|
|
|
169
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$1.65M
|
-$250K
|
-3,773
|
-13%
|
|
|
170
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.65M
|
+$209K
|
+3,157
|
+14%
|
|
|
171
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$1.62M
|
+$1.68M
|
+25,395
|
New
|
|
|
172
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.59M
|
+$66.6K
|
+1,006
|
+4%
|
|
|
173
|
Summit Wealth Partners
Orlando,
Florida
|
$1.58M
|
-$148K
|
-2,236
|
-8%
|
|
|
174
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1.58M
|
-$17.5K
|
-264
|
-1%
|
|
|
175
|
Vise Technologies
New York
|
$1.56M
|
–
|
–
|
–
|
|
