|
151
|
Belpointe Asset Management
Reno,
Nevada
|
$2.11M
|
-$35K
|
-436
|
-2%
|
|
|
152
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$2.07M
|
+$65.6K
|
+818
|
+3%
|
|
|
153
|
Vise Technologies
New York
|
$2.01M
|
+$157K
|
+1,955
|
+9%
|
|
|
154
|
HighTower Advisors
Chicago,
Illinois
|
$1.99M
|
+$66.5K
|
+829
|
+4%
|
|
|
155
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.96M
|
+$102K
|
+1,270
|
+6%
|
|
|
156
|
Farther Finance Advisors
San Francisco,
California
|
$1.92M
|
+$1.37M
|
+17,057
|
+272%
|
|
|
157
|
Quantum Financial Planning Services
Spokane,
Washington
|
$1.92M
|
+$910K
|
+11,342
|
+95%
|
|
|
158
|
Lane Brothers & Co
Prescott,
Arizona
|
$1.92M
|
+$71K
|
+885
|
+4%
|
|
|
159
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.91M
|
-$53.6K
|
-668
|
-3%
|
|
|
160
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$1.9M
|
+$1.52M
|
+18,908
|
+454%
|
|
|
161
|
Atria Investments
Charlotte,
North Carolina
|
$1.89M
|
+$180K
|
+2,244
|
+11%
|
|
|
162
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.88M
|
+$14.4K
|
+179
|
+0.8%
|
|
|
163
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$1.85M
|
-$1.1M
|
-13,746
|
-38%
|
|
|
164
|
World Investment Advisors
Santa Barbara,
California
|
$1.81M
|
+$16.7K
|
+208
|
+0.9%
|
|
|
165
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.79M
|
+$66.5K
|
+829
|
+4%
|
|
|
166
|
Davenport & Co
Richmond,
Virginia
|
$1.76M
|
+$964K
|
+12,013
|
+128%
|
|
|
167
|
First Bank & Trust
Brookings,
South Dakota
|
$1.74M
|
+$293K
|
+3,656
|
+21%
|
|
|
168
|
Lockerman Financial Group
Newport Beach,
California
|
$1.73M
|
-$61K
|
-760
|
-3%
|
|
|
169
|
Dearborn Partners
Chicago,
Illinois
|
$1.67M
|
+$508K
|
+6,332
|
+45%
|
|
|
170
|
Mercer Global Advisors
Denver,
Colorado
|
$1.65M
|
-$764K
|
-9,517
|
-32%
|
|
|
171
|
Saxony Capital Management
St. Louis,
Missouri
|
$1.6M
|
+$476K
|
+5,934
|
+44%
|
|
|
172
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.58M
|
-$87.5K
|
-1,090
|
-5%
|
|
|
173
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$1.58M
|
-$45.9K
|
-572
|
-3%
|
|
|
174
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.58M
|
+$1.32M
|
+16,414
|
+607%
|
|
|
175
|
Planning Directions
Glen Mills,
Pennsylvania
|
$1.58M
|
-$45.8K
|
-571
|
-3%
|
|
