|
176
|
Regimen Wealth
Atlanta,
Georgia
|
$1.23M
|
+$1.18M
|
+37,963
|
New
|
|
|
177
|
Opes Wealth Management
Menlo Park,
California
|
$1.23M
|
-$79.1K
|
-2,546
|
-6%
|
|
|
178
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.21M
|
+$1.16M
|
+37,453
|
New
|
|
|
179
|
Franklin Resources
San Mateo,
California
|
$1.21M
|
+$854K
|
+27,475
|
+281%
|
|
|
180
|
IHT Wealth Management
Chicago,
Illinois
|
$1.2M
|
-$25.4K
|
-819
|
-2%
|
|
|
181
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.2M
|
-$445K
|
-14,331
|
-28%
|
|
|
182
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.19M
|
+$762K
|
+24,526
|
+199%
|
|
|
183
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$1.17M
|
+$1.12M
|
+35,973
|
New
|
|
|
184
|
Patron Partners
Houston,
Texas
|
$1.16M
|
-$266K
|
-8,565
|
-19%
|
|
|
185
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.13M
|
-$70.5K
|
-2,269
|
-6%
|
|
|
186
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.13M
|
+$394K
|
+12,675
|
+57%
|
|
|
187
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.07M
|
-$418K
|
-13,450
|
-29%
|
|
|
188
|
Unionview LLC
Seattle,
Washington
|
$1.06M
|
+$363K
|
+11,688
|
+56%
|
|
|
189
|
SouthState Corp
Winter Haven,
Florida
|
$1.04M
|
–
|
–
|
–
|
|
|
190
|
Truist Financial
Charlotte,
North Carolina
|
$1.02M
|
-$387K
|
-12,450
|
-28%
|
|
|
191
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$994K
|
+$189K
|
+6,077
|
+25%
|
|
|
192
|
SeaCrest Wealth Management
Purchase,
New York
|
$992K
|
+$5.87K
|
+189
|
+0.6%
|
|
|
193
|
Creative Planning
Overland Park,
Kansas
|
$977K
|
+$92.1K
|
+2,964
|
+11%
|
|
|
194
|
Warner Financial
Bethesda,
Maryland
|
$977K
|
+$254K
|
+8,180
|
+37%
|
|
|
195
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$976K
|
+$41.8K
|
+1,344
|
+5%
|
|
|
196
|
Trust Company
Manhattan,
Kansas
|
$959K
|
-$20.3K
|
-653
|
-2%
|
|
|
197
|
Comerica Securities
Detroit,
Michigan
|
$954K
|
-$72.9K
|
-2,347
|
-7%
|
|
|
198
|
Integrated Advisors Network
Dallas,
Texas
|
$953K
|
+$226K
|
+7,272
|
+33%
|
|
|
199
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$946K
|
-$441K
|
-14,207
|
-33%
|
|
|
200
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$892K
|
+$74.6K
|
+2,400
|
+10%
|
|
