|
126
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.18M
|
+$2.15M
|
+41,986
|
New
|
|
|
127
|
Sage Rhino Capital
Menlo Park,
California
|
$2.17M
|
-$30.5K
|
-597
|
-1%
|
|
|
128
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$2.17M
|
+$107K
|
+2,088
|
+5%
|
|
|
129
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.14M
|
+$26.3K
|
+514
|
+1%
|
|
|
130
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$2.14M
|
-$155K
|
-3,037
|
-7%
|
|
|
131
|
Camelot Technology Advisors
San Francisco,
California
|
$2.12M
|
-$58.9K
|
-1,152
|
-3%
|
|
|
132
|
Upper Left Wealth Management
Tampa,
Florida
|
$2.09M
|
+$2.08M
|
+40,767
|
New
|
|
|
133
|
IFP Advisors
Tampa,
Florida
|
$2.08M
|
+$350K
|
+6,839
|
+20%
|
|
|
134
|
Richard W. Paul & Associates
Novi,
Michigan
|
$2.03M
|
+$33.5K
|
+655
|
+2%
|
|
|
135
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$2M
|
+$195K
|
+3,820
|
+11%
|
|
|
136
|
Investment Partners
New Philadelphia,
Ohio
|
$1.99M
|
+$68.5K
|
+1,340
|
+4%
|
|
|
137
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.99M
|
+$86.9K
|
+1,700
|
+5%
|
|
|
138
|
Friedenthal Financial
Marlton,
New Jersey
|
$1.95M
|
-$326K
|
-6,386
|
-15%
|
|
|
139
|
Prosperity Planning
Kansas City,
Missouri
|
$1.92M
|
-$1.9M
|
-37,162
|
Closed
|
|
|
140
|
City State Bank
Norwalk,
Iowa
|
$1.86M
|
+$488K
|
+9,550
|
+36%
|
|
|
141
|
BFSG LLC
Irvine,
California
|
$1.73M
|
+$23.6K
|
+461
|
+1%
|
|
|
142
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.73M
|
-$10.5K
|
-206
|
-0.6%
|
|
|
143
|
Leavell Investment Management
Mobile,
Alabama
|
$1.72M
|
+$85.8K
|
+1,678
|
+5%
|
|
|
144
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$1.68M
|
+$52.9K
|
+1,034
|
+3%
|
|
|
145
|
Addison Advisors
Middlebury,
Vermont
|
$1.66M
|
+$57.5K
|
+1,125
|
+4%
|
|
|
146
|
Truist Financial
Charlotte,
North Carolina
|
$1.66M
|
+$218K
|
+4,263
|
+15%
|
|
|
147
|
Valmark Advisers
Akron,
Ohio
|
$1.58M
|
-$4.45K
|
-87
|
-0.3%
|
|
|
148
|
Synergy Asset Management
Vancouver,
Washington
|
$1.57M
|
+$255K
|
+4,989
|
+20%
|
|
|
149
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.56M
|
-$3.45M
|
-67,487
|
-69%
|
|
|
150
|
Visionary Horizons
Knoxville,
Tennessee
|
$1.55M
|
+$158K
|
+3,085
|
+11%
|
|
