|
126
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.05M
|
+$941K
|
+10,835
|
New
|
|
|
127
|
Lido Advisors
Los Angeles,
California
|
$1.04M
|
+$955
|
+11
|
+0.1%
|
|
|
128
|
Principal Securities
Des Moines,
Iowa
|
$1.01M
|
+$272K
|
+3,137
|
+43%
|
|
|
129
|
Kestra Advisory Services
Austin,
Texas
|
$1.01M
|
+$168K
|
+1,933
|
+23%
|
|
|
130
|
Optivise Advisory Services
Franklin,
Tennessee
|
$985K
|
+$10.2K
|
+117
|
+1%
|
|
|
131
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$978K
|
+$138K
|
+1,586
|
+19%
|
|
|
132
|
AssetMark Inc
Concord,
California
|
$965K
|
-$530K
|
-6,107
|
-38%
|
|
|
133
|
Wealthquest
Cincinnati,
Ohio
|
$957K
|
-$24.3K
|
-280
|
-3%
|
|
|
134
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$936K
|
-$3.47K
|
-40
|
-0.4%
|
|
|
135
|
Cooper Financial Group
Irvine,
California
|
$935K
|
–
|
–
|
–
|
|
|
136
|
Goldstein Advisors
Madison,
Wisconsin
|
$918K
|
-$1.22K
|
-14
|
-0.1%
|
|
|
137
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$893K
|
+$14.2K
|
+163
|
+2%
|
|
|
138
|
Fairview Capital Investment Management
Greenbrae,
California
|
$881K
|
–
|
–
|
–
|
|
|
139
|
Milestones Private Investment Advisors
Fairport,
New York
|
$868K
|
+$778K
|
+8,955
|
New
|
|
|
140
|
Jones Financial Companies
Des Peres,
Missouri
|
$852K
|
+$357K
|
+4,108
|
+87%
|
|
|
141
|
Blue Barn Wealth
Orem,
Utah
|
$845K
|
+$1.74K
|
+20
|
+0.2%
|
|
|
142
|
Private Trust Company
Cleveland,
Ohio
|
$842K
|
–
|
–
|
–
|
|
|
143
|
Pinnacle Associates
New York
|
$837K
|
-$10.2K
|
-117
|
-1%
|
|
|
144
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$827K
|
-$25.6K
|
-295
|
-3%
|
|
|
145
|
Brio Consultants
San Francisco,
California
|
$820K
|
+$735K
|
+8,465
|
New
|
|
|
146
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$811K
|
-$7.9K
|
-91
|
-1%
|
|
|
147
|
Summit Asset Management
Memphis,
Tennessee
|
$803K
|
-$69.5K
|
-800
|
-9%
|
|
|
148
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$795K
|
+$712K
|
+8,203
|
New
|
|
|
149
|
HB Wealth Management
Atlanta,
Georgia
|
$795K
|
–
|
–
|
–
|
|
|
150
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$775K
|
–
|
–
|
–
|
|
