|
151
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$1.22M
|
–
|
–
|
–
|
|
|
152
|
Opes Wealth Management
Menlo Park,
California
|
$1.2M
|
+$60.3K
|
+1,794
|
+5%
|
|
|
153
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.16M
|
-$508K
|
-15,132
|
-29%
|
|
|
154
|
Venturi Wealth Management
Austin,
Texas
|
$1.11M
|
-$34.5K
|
-1,028
|
-3%
|
|
|
155
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.11M
|
+$672
|
+20
|
+0.1%
|
|
|
156
|
Treynor Bancshares
Treynor,
Iowa
|
$1.1M
|
+$6.12K
|
+182
|
+0.5%
|
|
|
157
|
Valmark Advisers
Akron,
Ohio
|
$1.07M
|
+$15K
|
+447
|
+1%
|
|
|
158
|
SouthState Corp
Winter Haven,
Florida
|
$1.06M
|
+$190K
|
+5,664
|
+20%
|
|
|
159
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.06M
|
+$91.7K
|
+2,729
|
+9%
|
|
|
160
|
Atlas Private Wealth Management
Albany,
New York
|
$1.02M
|
–
|
–
|
–
|
|
|
161
|
Comerica Securities
Detroit,
Michigan
|
$1.02M
|
-$1.39M
|
-41,324
|
-56%
|
|
|
162
|
LVM Capital Management
Portage,
Michigan
|
$1.02M
|
-$34.4K
|
-1,024
|
-3%
|
|
|
163
|
Wedbush Securities
Los Angeles,
California
|
$994K
|
+$643K
|
+19,128
|
+147%
|
|
|
164
|
Adero Partners
Pleasanton,
California
|
$918K
|
-$1.53M
|
-45,573
|
-60%
|
|
|
165
|
Rollins Financial
Atlanta,
Georgia
|
$912K
|
-$20.1K
|
-597
|
-2%
|
|
|
166
|
Evensky & Katz
Coral Gables,
Florida
|
$907K
|
-$21.4M
|
-635,516
|
-96%
|
|
|
167
|
Redwood Financial Network
Solon,
Ohio
|
$907K
|
-$104K
|
-3,102
|
-10%
|
|
|
168
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$870K
|
+$22.4K
|
+668
|
+2%
|
|
|
169
|
IHT Wealth Management
Chicago,
Illinois
|
$847K
|
-$25.1K
|
-746
|
-3%
|
|
|
170
|
Old Mission Capital
Chicago,
Illinois
|
$843K
|
+$915K
|
+27,239
|
New
|
|
|
171
|
My Personal CFO LLC
Vancouver,
Washington
|
$803K
|
+$672
|
+20
|
+0.1%
|
|
|
172
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$800K
|
-$929K
|
-27,643
|
-52%
|
|
|
173
|
Geneos Wealth Management
Englewood,
Colorado
|
$750K
|
-$266K
|
-7,915
|
-25%
|
|
|
174
|
Creative Planning
Overland Park,
Kansas
|
$749K
|
-$21.8K
|
-648
|
-3%
|
|
|
175
|
Triumph Capital Management
Denver,
Colorado
|
$749K
|
-$14.6K
|
-435
|
-2%
|
|
