|
151
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$424K
|
+$400K
|
+5,995
|
New
|
|
|
152
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$424K
|
-$590K
|
-8,844
|
-60%
|
|
|
153
|
GeoWealth Management
Chicago,
Illinois
|
$418K
|
+$123K
|
+1,843
|
+45%
|
|
|
154
|
J.W. Cole Advisors
Tampa,
Florida
|
$416K
|
-$32.7K
|
-490
|
-8%
|
|
|
155
|
Private Trust Company
Cleveland,
Ohio
|
$410K
|
+$74K
|
+1,110
|
+24%
|
|
|
156
|
Advisornet Financial
Minnetonka,
Minnesota
|
$397K
|
+$95.6K
|
+1,433
|
+34%
|
|
|
157
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$383K
|
+$13.1K
|
+196
|
+4%
|
|
|
158
|
Sovran Advisors
San Diego,
California
|
$380K
|
+$10.1K
|
+152
|
+3%
|
|
|
159
|
Stevens Capital Partners
Omaha,
Nebraska
|
$372K
|
+$352K
|
+5,286
|
New
|
|
|
160
|
Patten Group
Chattanooga,
Tennessee
|
$366K
|
–
|
–
|
–
|
|
|
161
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$353K
|
+$1.6K
|
+24
|
+0.5%
|
|
|
162
|
Cary Street Partners
Richmond,
Virginia
|
$344K
|
+$324K
|
+4,858
|
New
|
|
|
163
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$335K
|
-$73.4K
|
-1,101
|
-19%
|
|
|
164
|
IFG Advisory
Atlanta,
Georgia
|
$333K
|
+$14.4K
|
+216
|
+5%
|
|
|
165
|
Essex Financial Services
Essex,
Connecticut
|
$332K
|
–
|
–
|
–
|
|
|
166
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$330K
|
+$310K
|
+4,656
|
New
|
|
|
167
|
HighTower Advisors
Chicago,
Illinois
|
$325K
|
+$37.2K
|
+558
|
+14%
|
|
|
168
|
&Partners
Nashville,
Tennessee
|
$312K
|
+$294K
|
+4,408
|
New
|
|
|
169
|
Goelzer Investment Management
Carmel,
Indiana
|
$307K
|
–
|
–
|
–
|
|
|
170
|
Shira Ridge Wealth Management
Larkspur,
California
|
$302K
|
+$38.3K
|
+575
|
+16%
|
|
|
171
|
Concurrent Investment Advisors
Tampa,
Florida
|
$291K
|
+$275K
|
+4,126
|
New
|
|
|
172
|
Franklin Resources
San Mateo,
California
|
$285K
|
+$170K
|
+2,547
|
+173%
|
|
|
173
|
Sterling Investment Counsel
Buffalo,
New York
|
$276K
|
+$40.9K
|
+614
|
+19%
|
|
|
174
|
Truist Financial
Charlotte,
North Carolina
|
$271K
|
-$1.2K
|
-18
|
-0.5%
|
|
|
175
|
Semus Wealth Partners
Boca Raton,
Florida
|
$269K
|
+$39.6K
|
+594
|
+19%
|
|
