|
151
|
Wealthspire Advisors (New York)
New York
|
$260K
|
+$260K
|
+10,131
|
New
|
|
|
152
|
Cooper/Haims Advisors
Victor,
New York
|
$256K
|
–
|
–
|
–
|
|
|
153
|
Private Trust Company
Cleveland,
Ohio
|
$252K
|
–
|
–
|
–
|
|
|
154
|
Avidian Wealth Enterprises
Houston,
Texas
|
$251K
|
-$120K
|
-4,684
|
-32%
|
|
|
155
|
Arrow Financial
Glens Falls,
New York
|
$242K
|
–
|
–
|
–
|
|
|
156
|
Savant Capital
Rockford,
Illinois
|
$239K
|
–
|
–
|
–
|
|
|
157
|
Strategic Blueprint
Atlanta,
Georgia
|
$235K
|
–
|
–
|
–
|
|
|
158
|
TPG Advisors
Northfield,
Illinois
|
$233K
|
–
|
–
|
–
|
|
|
159
|
Truist Financial
Charlotte,
North Carolina
|
$231K
|
–
|
–
|
–
|
|
|
160
|
SignatureFD
Atlanta,
Georgia
|
$230K
|
–
|
–
|
–
|
|
|
161
|
Summit Wealth Partners
Orlando,
Florida
|
$229K
|
–
|
–
|
–
|
|
|
162
|
Old Mission Capital
Chicago,
Illinois
|
$219K
|
+$220K
|
+8,563
|
New
|
|
|
163
|
Beaumont Asset Management
Beaumont,
Texas
|
$218K
|
–
|
–
|
–
|
|
|
164
|
HORAN Wealth
Cincinnati,
Ohio
|
$217K
|
–
|
–
|
–
|
|
|
165
|
Diversify Wealth Management
Sandy,
Utah
|
$212K
|
+$212K
|
+8,272
|
New
|
|
|
166
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$205K
|
-$103K
|
-4,000
|
-33%
|
|
|
167
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$160K
|
–
|
–
|
–
|
|
|
168
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$158K
|
+$4.72K
|
+184
|
+3%
|
|
|
169
|
HM Payson & Co
Portland,
Maine
|
$100K
|
+$100K
|
+3,900
|
New
|
|
|
170
|
Jones Financial Companies
Des Peres,
Missouri
|
$96.9K
|
+$42K
|
+1,635
|
+76%
|
|
|
171
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$93.7K
|
–
|
–
|
–
|
|
|
172
|
Hughes Financial Services
Herndon,
Virginia
|
$93.1K
|
-$78.4K
|
-3,055
|
-46%
|
|
|
173
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$82.7K
|
–
|
–
|
–
|
|
|
174
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$76.6K
|
–
|
–
|
–
|
|
|
175
|
Asset Dedication LLC
San Francisco,
California
|
$75.7K
|
-$133K
|
-5,178
|
-64%
|
|
