|
151
|
Wealth Management Partners
Tucson,
Arizona
|
$432K
|
–
|
–
|
–
|
|
|
152
|
Optivise Advisory Services
Franklin,
Tennessee
|
$418K
|
–
|
–
|
–
|
|
|
153
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$417K
|
–
|
–
|
–
|
|
|
154
|
Avantax Advisory Services
Dallas,
Texas
|
$414K
|
+$73.9K
|
+545
|
+21%
|
|
|
155
|
Merit Financial Group
Alpharetta,
Georgia
|
$397K
|
–
|
–
|
–
|
|
|
156
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$393K
|
–
|
–
|
–
|
|
|
157
|
Wealthspire Advisors (New York)
New York
|
$386K
|
-$3.12K
|
-23
|
-0.8%
|
|
|
158
|
Citizens Financial Group
Providence,
Rhode Island
|
$386K
|
+$271
|
+2
|
+0.1%
|
|
|
159
|
United Capital Financial Advisors
Irving,
Texas
|
$384K
|
-$28.5K
|
-210
|
-7%
|
|
|
160
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$379K
|
–
|
–
|
–
|
|
|
161
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$379K
|
+$395K
|
+2,912
|
New
|
|
|
162
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$378K
|
+$393K
|
+2,901
|
New
|
|
|
163
|
Kingswood Wealth Advisors
San Diego,
California
|
$375K
|
-$162K
|
-1,195
|
-29%
|
|
|
164
|
Whittier Trust
South Pasadena,
California
|
$366K
|
–
|
–
|
–
|
|
|
165
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$349K
|
-$40K
|
-295
|
-10%
|
|
|
166
|
Paragon Financial Partners
Woodland Hills,
California
|
$346K
|
+$136
|
+1
|
+0%
|
|
|
167
|
Commerce Bank
Kansas City,
Missouri
|
$345K
|
-$71.2K
|
-525
|
-17%
|
|
|
168
|
Ausdal Financial Partners
Davenport,
Iowa
|
$335K
|
+$14.4K
|
+106
|
+4%
|
|
|
169
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$327K
|
-$21.7K
|
-160
|
-6%
|
|
|
170
|
Bailard
Foster City,
California
|
$325K
|
–
|
–
|
–
|
|
|
171
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$320K
|
–
|
–
|
–
|
|
|
172
|
CoreCap Advisors
Southfield,
Michigan
|
$316K
|
-$14.2K
|
-105
|
-4%
|
|
|
173
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$310K
|
+$64.8K
|
+478
|
+25%
|
|
|
174
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$307K
|
-$9.76K
|
-72
|
-3%
|
|
|
175
|
Oppenheimer & Co
New York
|
$297K
|
+$35.4K
|
+261
|
+13%
|
|
