|
151
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$252K
|
+$245K
|
+1,652
|
New
|
|
|
152
|
Secure Asset Management
Troy,
Michigan
|
$249K
|
-$43.6K
|
-294
|
-15%
|
|
|
153
|
Gradient Capital Advisors
San Diego,
California
|
$244K
|
+$237K
|
+1,597
|
New
|
|
|
154
|
Procyon Advisors
Shelton,
Connecticut
|
$242K
|
+$235K
|
+1,583
|
New
|
|
|
155
|
IHT Wealth Management
Chicago,
Illinois
|
$238K
|
+$23.7K
|
+160
|
+11%
|
|
|
156
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$237K
|
+$28.3K
|
+191
|
+14%
|
|
|
157
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$233K
|
+$224K
|
+1,515
|
New
|
|
|
158
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$231K
|
+$224K
|
+1,515
|
New
|
|
|
159
|
Trellis Advisors
Ellensburg,
Washington
|
$230K
|
–
|
–
|
–
|
|
|
160
|
AdvicePeriod
Los Angeles,
California
|
$223K
|
-$3.85K
|
-26
|
-2%
|
|
|
161
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$218K
|
-$7.41K
|
-50
|
-3%
|
|
|
162
|
Naples Global Advisors
Naples,
Florida
|
$217K
|
–
|
–
|
–
|
|
|
163
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$217K
|
+$211K
|
+1,422
|
New
|
|
|
164
|
Allworth Financial
Folsom,
California
|
$214K
|
+$30.4K
|
+205
|
+17%
|
|
|
165
|
Bailard
Foster City,
California
|
$201K
|
+$195K
|
+1,314
|
New
|
|
|
166
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$177K
|
+$27.7K
|
+187
|
+19%
|
|
|
167
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$161K
|
–
|
–
|
–
|
|
|
168
|
Geneos Wealth Management
Englewood,
Colorado
|
$158K
|
-$5.63K
|
-38
|
-4%
|
|
|
169
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$158K
|
–
|
–
|
–
|
|
|
170
|
Asset Dedication LLC
San Francisco,
California
|
$152K
|
–
|
–
|
–
|
|
|
171
|
Rockefeller Capital Management
New York
|
$152K
|
–
|
–
|
–
|
|
|
172
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$149K
|
–
|
–
|
–
|
|
|
173
|
Evermay Wealth Management
Arlington,
Virginia
|
$146K
|
+$142K
|
+960
|
New
|
|
|
174
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$140K
|
–
|
–
|
–
|
|
|
175
|
Glassman Wealth Services
Vienna,
Virginia
|
$139K
|
+$296
|
+2
|
+0.2%
|
|
