|
151
|
Vident Advisory
Alpharetta,
Georgia
|
$4.17M
|
+$885K
|
+7,418
|
+29%
|
|
|
152
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.16M
|
+$810K
|
+6,794
|
+26%
|
|
|
153
|
Transatlantique Private Wealth
New York
|
$4.15M
|
+$223K
|
+1,870
|
+6%
|
|
|
154
|
Parsons Capital Management
Providence,
Rhode Island
|
$4.13M
|
+$29.2K
|
+245
|
+0.8%
|
|
|
155
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$4.1M
|
+$1.65M
|
+13,798
|
+75%
|
|
|
156
|
McDonald Partners
Cleveland,
Ohio
|
$4.08M
|
–
|
–
|
–
|
|
|
157
|
Atria Wealth Solutions
New York
|
$4.04M
|
+$77.4K
|
+649
|
+2%
|
|
|
158
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$4.04M
|
-$175K
|
-1,467
|
-4%
|
|
|
159
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$3.84M
|
-$32.8K
|
-275
|
-0.9%
|
|
|
160
|
Watchman Group
Plano,
Texas
|
$3.82M
|
-$201K
|
-1,684
|
-5%
|
|
|
161
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$3.79M
|
+$3.55M
|
+29,733
|
New
|
|
|
162
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$3.73M
|
-$33.2K
|
-278
|
-0.9%
|
|
|
163
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$3.72M
|
-$39.4K
|
-330
|
-1%
|
|
|
164
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$3.71M
|
+$3.47M
|
+29,123
|
New
|
|
|
165
|
Neumann Capital Management
Foster City,
California
|
$3.69M
|
-$89.5K
|
-750
|
-3%
|
|
|
166
|
Private Trust Company
Cleveland,
Ohio
|
$3.62M
|
+$139K
|
+1,164
|
+4%
|
|
|
167
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.57M
|
-$48.9K
|
-410
|
-1%
|
|
|
168
|
Western Wealth Management
Golden,
Colorado
|
$3.56M
|
-$89.7K
|
-752
|
-3%
|
|
|
169
|
Greenline Partners
New York
|
$3.54M
|
–
|
–
|
–
|
|
|
170
|
Aspiriant LLC
Los Angeles,
California
|
$3.54M
|
-$58.4K
|
-490
|
-2%
|
|
|
171
|
Essex Financial Services
Essex,
Connecticut
|
$3.48M
|
+$743K
|
+6,226
|
+27%
|
|
|
172
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$3.46M
|
+$83.5K
|
+700
|
+3%
|
|
|
173
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$3.46M
|
+$3.24M
|
+27,134
|
New
|
|
|
174
|
JMG Financial Group
Downers Grove,
Illinois
|
$3.34M
|
–
|
–
|
–
|
|
|
175
|
Columbus Macro
New Castle,
Pennsylvania
|
$3.31M
|
-$104K
|
-875
|
-3%
|
|
