|
126
|
Truist Financial
Charlotte,
North Carolina
|
$4.58M
|
-$1.95M
|
-36,783
|
-30%
|
|
|
127
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$4.49M
|
+$705K
|
+13,273
|
+19%
|
|
|
128
|
Client 1st Advisory Group
Dunedin,
Florida
|
$4.44M
|
+$4.41M
|
+83,000
|
New
|
|
|
129
|
Clear Creek Financial Management
Silverdale,
Washington
|
$3.97M
|
+$2.04M
|
+38,395
|
+107%
|
|
|
130
|
Old North State Trust
Greensboro,
North Carolina
|
$3.96M
|
-$706K
|
-13,287
|
-15%
|
|
|
131
|
Linscomb Wealth
Houston,
Texas
|
$3.94M
|
+$293K
|
+5,514
|
+8%
|
|
|
132
|
Snowden Capital Advisors
New York
|
$3.9M
|
+$1.09M
|
+20,552
|
+39%
|
|
|
133
|
Regal Investment Advisors
Kentwood,
Michigan
|
$3.84M
|
+$3.81M
|
+71,743
|
New
|
|
|
134
|
Private Portfolio Partners
Paramus,
New Jersey
|
$3.82M
|
+$638K
|
+12,013
|
+20%
|
|
|
135
|
Ancora Advisors
Cleveland,
Ohio
|
$3.78M
|
+$327K
|
+6,162
|
+10%
|
|
|
136
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.78M
|
+$213K
|
+4,012
|
+6%
|
|
|
137
|
Venturi Wealth Management
Austin,
Texas
|
$3.75M
|
+$225K
|
+4,244
|
+6%
|
|
|
138
|
Cypress Wealth Services
Palm Desert,
California
|
$3.61M
|
-$1.85M
|
-34,911
|
-34%
|
|
|
139
|
|
$3.52M
|
-$1.21M
|
-22,707
|
-26%
|
|
|
140
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$3.43M
|
+$1.04M
|
+19,566
|
+44%
|
|
|
141
|
Royal Fund Management
Lady Lake,
Florida
|
$3.27M
|
+$577K
|
+10,867
|
+22%
|
|
|
142
|
Avantax Advisory Services
Dallas,
Texas
|
$3.08M
|
+$1.66M
|
+31,252
|
+118%
|
|
|
143
|
KFA Private Wealth Group
Tysons,
Virginia
|
$3.05M
|
+$119K
|
+2,233
|
+4%
|
|
|
144
|
Wealth Alliance
Mellville,
New York
|
$3.02M
|
+$1.76M
|
+33,064
|
+142%
|
|
|
145
|
Wealthspire Advisors (New York)
New York
|
$2.95M
|
+$485K
|
+9,122
|
+20%
|
|
|
146
|
Clearview Wealth Advisors
Salem,
Oregon
|
$2.94M
|
+$2.92M
|
+54,981
|
New
|
|
|
147
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2.87M
|
+$1.36M
|
+25,661
|
+91%
|
|
|
148
|
Novak Financial Planning
Bel Air,
Maryland
|
$2.85M
|
-$1.43K
|
-27
|
-0.1%
|
|
|
149
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$2.83M
|
-$683K
|
-12,862
|
-20%
|
|
|
150
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$2.75M
|
+$307K
|
+5,777
|
+13%
|
|
