|
201
|
Monterey Private Wealth
Monterey,
California
|
$1.01M
|
-$381K
|
-7,554
|
-27%
|
|
|
202
|
Acima Private Wealth
Richmond,
Virginia
|
$997K
|
-$9.63K
|
-191
|
-1%
|
|
|
203
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$954K
|
-$618K
|
-12,256
|
-39%
|
|
|
204
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$940K
|
+$613K
|
+12,153
|
+188%
|
|
|
205
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$935K
|
-$24.4K
|
-483
|
-3%
|
|
|
206
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$930K
|
-$60.5K
|
-1,200
|
-6%
|
|
|
207
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$886K
|
-$526K
|
-10,425
|
-37%
|
|
|
208
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$867K
|
+$865K
|
+17,152
|
New
|
|
|
209
|
Perennial Advisors
New York
|
$862K
|
+$860K
|
+17,048
|
New
|
|
|
210
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$832K
|
+$831K
|
+16,469
|
New
|
|
|
211
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$823K
|
+$821K
|
+16,278
|
New
|
|
|
212
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$800K
|
+$798K
|
+15,825
|
New
|
|
|
213
|
Silver Oak Securities
Jackson,
Tennessee
|
$787K
|
+$786K
|
+15,583
|
New
|
|
|
214
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$772K
|
-$270K
|
-5,358
|
-26%
|
|
|
215
|
Apella Capital
West Hartford,
Connecticut
|
$765K
|
+$764K
|
+15,140
|
New
|
|
|
216
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$764K
|
-$191K
|
-3,781
|
-20%
|
|
|
217
|
IAM Advisory
Easton,
Pennsylvania
|
$763K
|
+$761K
|
+15,097
|
New
|
|
|
218
|
Meridian Financial Partners
Warrenton,
Virginia
|
$761K
|
+$757K
|
+15,020
|
New
|
|
|
219
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$754K
|
+$752K
|
+14,914
|
New
|
|
|
220
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$741K
|
-$3.23K
|
-64
|
-0.4%
|
|
|
221
|
McDonald Partners
Cleveland,
Ohio
|
$738K
|
+$202K
|
+4,000
|
+38%
|
|
|
222
|
Lido Advisors
Los Angeles,
California
|
$730K
|
–
|
–
|
–
|
|
|
223
|
KWB Wealth
Redlands,
California
|
$730K
|
+$728K
|
+14,439
|
New
|
|
|
224
|
Advisor OS
Chicago,
Illinois
|
$724K
|
+$512K
|
+10,150
|
+243%
|
|
|
225
|
Sonata Capital Group
Seattle,
Washington
|
$722K
|
-$24.7K
|
-490
|
-3%
|
|
