|
176
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.63M
|
+$715K
|
+13,363
|
+78%
|
|
|
177
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$1.6M
|
+$1.22M
|
+22,844
|
+320%
|
|
|
178
|
Truist Financial
Charlotte,
North Carolina
|
$1.6M
|
+$171K
|
+3,189
|
+12%
|
|
|
179
|
Ignite Planners
San Clemente,
California
|
$1.58M
|
+$305K
|
+5,694
|
+24%
|
|
|
180
|
GeoWealth Management
Chicago,
Illinois
|
$1.56M
|
+$488K
|
+9,116
|
+45%
|
|
|
181
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.56M
|
-$1.45M
|
-27,080
|
-48%
|
|
|
182
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1.55M
|
-$485K
|
-9,059
|
-24%
|
|
|
183
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$1.53M
|
–
|
–
|
–
|
|
|
184
|
Aurdan Capital Management
Wayne,
Pennsylvania
|
$1.48M
|
+$44.7K
|
+835
|
+3%
|
|
|
185
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$1.47M
|
+$186K
|
+3,485
|
+14%
|
|
|
186
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.46M
|
-$1.74M
|
-32,450
|
-54%
|
|
|
187
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.4M
|
+$108K
|
+2,018
|
+8%
|
|
|
188
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.38M
|
+$926K
|
+17,306
|
+206%
|
|
|
189
|
Purus Wealth Management
Newport Beach,
California
|
$1.36M
|
+$531K
|
+9,929
|
+64%
|
|
|
190
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.32M
|
+$138K
|
+2,577
|
+12%
|
|
|
191
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1.31M
|
–
|
–
|
–
|
|
|
192
|
Farrell Financial
Orchard Park,
New York
|
$1.3M
|
+$211K
|
+3,947
|
+19%
|
|
|
193
|
|
$1.3M
|
+$607K
|
+11,339
|
+87%
|
|
|
194
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$1.3M
|
+$324K
|
+6,053
|
+33%
|
|
|
195
|
Asset One Wealth Management
Bellevue,
Washington
|
$1.27M
|
-$100K
|
-1,875
|
-7%
|
|
|
196
|
Belpointe Asset Management
Reno,
Nevada
|
$1.21M
|
+$302K
|
+5,652
|
+33%
|
|
|
197
|
Private Trust Company
Cleveland,
Ohio
|
$1.16M
|
+$292K
|
+5,466
|
+34%
|
|
|
198
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$1.15M
|
+$118K
|
+2,210
|
+12%
|
|
|
199
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.11M
|
+$304K
|
+5,682
|
+38%
|
|
|
200
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.1M
|
+$1.1M
|
+20,650
|
New
|
|
