|
151
|
Pathstone Holdings
Englewood,
New Jersey
|
$819K
|
–
|
–
|
–
|
|
|
152
|
Evolution Wealth Advisors
Aventura,
Florida
|
$795K
|
–
|
–
|
–
|
|
|
153
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$781K
|
+$123K
|
+1,219
|
+18%
|
|
|
154
|
RFG Advisory
Birmingham,
Alabama
|
$772K
|
+$31.1K
|
+308
|
+4%
|
|
|
155
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$761K
|
+$8.08K
|
+80
|
+1%
|
|
|
156
|
Fortitude Family Office
Scottsdale,
Arizona
|
$751K
|
–
|
–
|
–
|
|
|
157
|
BCS Wealth Management
Johnson City,
Tennessee
|
$739K
|
–
|
–
|
–
|
|
|
158
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$717K
|
-$52.4K
|
-519
|
-7%
|
|
|
159
|
HBW Advisory Services
Simi Valley,
California
|
$717K
|
-$122K
|
-1,208
|
-14%
|
|
|
160
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$648K
|
–
|
–
|
–
|
|
|
161
|
Geneos Wealth Management
Englewood,
Colorado
|
$648K
|
+$55.6K
|
+550
|
+9%
|
|
|
162
|
Mirador Capital Partners
Pleasanton,
California
|
$635K
|
+$72.8K
|
+721
|
+12%
|
|
|
163
|
NewEdge Advisors
New Orleans,
Louisiana
|
$634K
|
-$275K
|
-2,725
|
-29%
|
|
|
164
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$628K
|
–
|
–
|
–
|
|
|
165
|
Wedbush Securities
Los Angeles,
California
|
$603K
|
+$66.1K
|
+654
|
+12%
|
|
|
166
|
Montag & Associates
Atlanta,
Georgia
|
$602K
|
–
|
–
|
–
|
|
|
167
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$576K
|
-$13.3K
|
-132
|
-2%
|
|
|
168
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$531K
|
–
|
–
|
–
|
|
|
169
|
NTV Asset Management
Charleston,
West Virginia
|
$523K
|
–
|
–
|
–
|
|
|
170
|
Prosperity Wealth Management
San Ramon,
California
|
$521K
|
+$547K
|
+5,413
|
New
|
|
|
171
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$520K
|
-$35.7K
|
-353
|
-6%
|
|
|
172
|
Concurrent Investment Advisors
Tampa,
Florida
|
$517K
|
+$543K
|
+5,373
|
New
|
|
|
173
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$517K
|
-$139K
|
-1,376
|
-20%
|
|
|
174
|
Weaver Consulting Group
Huntington Beach,
California
|
$509K
|
-$2.63K
|
-26
|
-0.5%
|
|
|
175
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$492K
|
–
|
–
|
–
|
|
