|
176
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$6.76M
|
+$6.96M
|
+80,895
|
New
|
|
|
177
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$6.76M
|
+$188K
|
+2,188
|
+3%
|
|
|
178
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.74M
|
-$60.7K
|
-706
|
-0.9%
|
|
|
179
|
Eight 31 Financial
Midland,
Texas
|
$6.69M
|
+$108K
|
+1,252
|
+2%
|
|
|
180
|
Cantor Fitzgerald Investment Advisors
New York
|
$6.69M
|
-$436K
|
-5,073
|
-6%
|
|
|
181
|
National Wealth Management Group
Cincinnati,
Ohio
|
$6.66M
|
+$2.64M
|
+30,630
|
+62%
|
|
|
182
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.59M
|
-$27M
|
-314,349
|
-80%
|
|
|
183
|
Bank of New York Mellon
New York
|
$6.59M
|
+$6.08M
|
+70,690
|
+868%
|
|
|
184
|
LTS Liquid Investments
Nassau,
|
$6.5M
|
+$86K
|
+1,000
|
+1%
|
|
|
185
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$6.39M
|
-$27.8K
|
-323
|
-0.4%
|
|
|
186
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$6.29M
|
+$128K
|
+1,490
|
+2%
|
|
|
187
|
IHT Wealth Management
Chicago,
Illinois
|
$6.21M
|
+$4.71M
|
+54,747
|
+279%
|
|
|
188
|
Midwest Trust
Overland Park,
Kansas
|
$6.12M
|
+$3.44K
|
+40
|
+0.1%
|
|
|
189
|
Spire Wealth Management
Mclean,
Virginia
|
$5.94M
|
+$2.58K
|
+30
|
+0%
|
|
|
190
|
Kestra Private Wealth Services
Austin,
Texas
|
$5.89M
|
+$542K
|
+6,298
|
+10%
|
|
|
191
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$5.74M
|
-$470K
|
-5,462
|
-7%
|
|
|
192
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$5.67M
|
-$183K
|
-2,125
|
-3%
|
|
|
193
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$5.65M
|
+$464K
|
+5,395
|
+9%
|
|
|
194
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.61M
|
+$456K
|
+5,297
|
+9%
|
|
|
195
|
Elevate Wealth Advisory
Athens,
Georgia
|
$5.52M
|
+$175K
|
+2,034
|
+3%
|
|
|
196
|
Atria Investments
Charlotte,
North Carolina
|
$5.41M
|
+$5.56M
|
+64,678
|
New
|
|
|
197
|
R.W. Roge & Company
Bohemia,
New York
|
$5.38M
|
-$10.5K
|
-122
|
-0.2%
|
|
|
198
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$5.26M
|
+$1.09M
|
+12,658
|
+25%
|
|
|
199
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.16M
|
-$256K
|
-2,977
|
-5%
|
|
|
200
|
Cosner Financial Group
Windsor,
Colorado
|
$5.11M
|
-$153K
|
-1,783
|
-3%
|
|
