|
151
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$740K
|
-$103K
|
-1,039
|
-13%
|
|
|
152
|
Atria Investments
Charlotte,
North Carolina
|
$730K
|
-$3.25M
|
-32,716
|
-83%
|
|
|
153
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$703K
|
+$647K
|
+6,520
|
New
|
|
|
154
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$703K
|
–
|
–
|
–
|
|
|
155
|
Mirador Capital Partners
Pleasanton,
California
|
$697K
|
-$12.6K
|
-127
|
-2%
|
|
|
156
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$685K
|
-$267K
|
-2,686
|
-30%
|
|
|
157
|
Wedbush Securities
Los Angeles,
California
|
$682K
|
+$6.25K
|
+63
|
+1%
|
|
|
158
|
Truist Financial
Charlotte,
North Carolina
|
$664K
|
+$226K
|
+2,273
|
+58%
|
|
|
159
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$652K
|
+$143K
|
+1,445
|
+31%
|
|
|
160
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$645K
|
–
|
–
|
–
|
|
|
161
|
GTS Securities
Miami,
Florida
|
$630K
|
+$372K
|
+3,745
|
+178%
|
|
|
162
|
OneAscent Financial Services
Birmingham,
Alabama
|
$609K
|
-$603K
|
-6,077
|
-52%
|
|
|
163
|
NewEdge Advisors
New Orleans,
Louisiana
|
$595K
|
-$106K
|
-1,065
|
-16%
|
|
|
164
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$593K
|
+$46.3K
|
+466
|
+9%
|
|
|
165
|
NTV Asset Management
Charleston,
West Virginia
|
$585K
|
–
|
–
|
–
|
|
|
166
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$582K
|
+$536K
|
+5,399
|
New
|
|
|
167
|
Prosperity Wealth Management
San Ramon,
California
|
$575K
|
-$8.04K
|
-81
|
-1%
|
|
|
168
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$575K
|
-$18.2K
|
-183
|
-3%
|
|
|
169
|
EP Wealth Advisors
Torrance,
California
|
$553K
|
+$8.24K
|
+83
|
+2%
|
|
|
170
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$550K
|
–
|
–
|
–
|
|
|
171
|
BigSur Wealth Management
Miami,
Florida
|
$547K
|
–
|
–
|
–
|
|
|
172
|
Concurrent Investment Advisors
Tampa,
Florida
|
$539K
|
-$36.9K
|
-372
|
-7%
|
|
|
173
|
Whittier Trust
South Pasadena,
California
|
$539K
|
–
|
–
|
–
|
|
|
174
|
Parallel Advisors
San Francisco,
California
|
$535K
|
+$99
|
+1
|
+0%
|
|
|
175
|
Unique Wealth
Clearwater,
Florida
|
$531K
|
-$496
|
-5
|
-0.1%
|
|
