|
176
|
Atlas Private Wealth Management
Albany,
New York
|
$1.51M
|
+$68.7K
|
+2,000
|
+5%
|
|
|
177
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$1.47M
|
-$1.02M
|
-29,712
|
-42%
|
|
|
178
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.47M
|
+$229K
|
+6,669
|
+19%
|
|
|
179
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.45M
|
+$128K
|
+3,718
|
+10%
|
|
|
180
|
Kestra Advisory Services
Austin,
Texas
|
$1.42M
|
-$994K
|
-28,956
|
-42%
|
|
|
181
|
Nova R Wealth
Overland Park,
Kansas
|
$1.4M
|
+$12.9K
|
+376
|
+1%
|
|
|
182
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$1.39M
|
–
|
–
|
–
|
|
|
183
|
Unionview LLC
Seattle,
Washington
|
$1.38M
|
+$223K
|
+6,500
|
+20%
|
|
|
184
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.38M
|
+$73.9K
|
+2,153
|
+6%
|
|
|
185
|
Atria Wealth Solutions
New York
|
$1.37M
|
+$415K
|
+12,099
|
+45%
|
|
|
186
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.36M
|
+$1.33M
|
+38,635
|
New
|
|
|
187
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.36M
|
+$61.6K
|
+1,795
|
+5%
|
|
|
188
|
Opes Wealth Management
Menlo Park,
California
|
$1.36M
|
+$24.8K
|
+721
|
+2%
|
|
|
189
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.34M
|
+$109K
|
+3,186
|
+9%
|
|
|
190
|
Cetera Advisors
Denver,
Colorado
|
$1.33M
|
+$468K
|
+13,629
|
+56%
|
|
|
191
|
MBL Wealth
Charlotte,
North Carolina
|
$1.32M
|
-$181K
|
-5,281
|
-12%
|
|
|
192
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.31M
|
-$132K
|
-3,837
|
-9%
|
|
|
193
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.29M
|
-$520K
|
-15,132
|
-29%
|
|
|
194
|
Warner Financial
Bethesda,
Maryland
|
$1.29M
|
+$218K
|
+6,354
|
+21%
|
|
|
195
|
Patron Partners
Houston,
Texas
|
$1.25M
|
-$16K
|
-466
|
-1%
|
|
|
196
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.24M
|
-$652K
|
-18,978
|
-35%
|
|
|
197
|
Integrated Advisors Network
Dallas,
Texas
|
$1.23M
|
+$187K
|
+5,457
|
+19%
|
|
|
198
|
Silvia McColl Wealth Management
San Diego,
California
|
$1.23M
|
+$773K
|
+22,500
|
+183%
|
|
|
199
|
Truist Financial
Charlotte,
North Carolina
|
$1.19M
|
+$81K
|
+2,359
|
+7%
|
|
|
200
|
Wela Strategies
Atlanta,
Georgia
|
$1.1M
|
+$438K
|
+12,748
|
+69%
|
|
