|
176
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$1.29M
|
+$1.28M
|
+27,859
|
New
|
|
|
177
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.28M
|
-$380K
|
-8,304
|
-23%
|
|
|
178
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.25M
|
-$352K
|
-7,689
|
-22%
|
|
|
179
|
BankPlus Trust Department
Jackson,
Mississippi
|
$1.24M
|
+$151K
|
+3,287
|
+14%
|
|
|
180
|
Parallel Advisors
San Francisco,
California
|
$1.23M
|
+$1.21M
|
+26,480
|
New
|
|
|
181
|
Comerica Bank
Dallas,
Texas
|
$1.18M
|
+$98.3K
|
+2,146
|
+9%
|
|
|
182
|
PDS Planning
Dublin,
Ohio
|
$1.15M
|
+$25K
|
+546
|
+2%
|
|
|
183
|
&Partners
Nashville,
Tennessee
|
$1.12M
|
-$592K
|
-12,917
|
-36%
|
|
|
184
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$1.09M
|
–
|
–
|
–
|
|
|
185
|
William Mack & Associates
Troy,
Michigan
|
$1.09M
|
+$340K
|
+7,416
|
+46%
|
|
|
186
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.03M
|
+$1.02M
|
+22,259
|
New
|
|
|
187
|
WBH Advisory
Baltimore,
Maryland
|
$1.02M
|
+$1.01M
|
+22,057
|
New
|
|
|
188
|
Meeder Advisory Services
Dublin,
Ohio
|
$1.02M
|
+$785K
|
+17,125
|
+349%
|
|
|
189
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.01M
|
+$250K
|
+5,455
|
+33%
|
|
|
190
|
Atria Wealth Solutions
New York
|
$996K
|
-$12.8M
|
-278,451
|
-93%
|
|
|
191
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$972K
|
+$961K
|
+20,985
|
New
|
|
|
192
|
Ameriprise
Minneapolis,
Minnesota
|
$959K
|
+$949K
|
+20,711
|
New
|
|
|
193
|
Investment Planning Advisors
Cumming,
Georgia
|
$948K
|
-$9.42M
|
-205,692
|
-91%
|
|
|
194
|
Bay Colony Advisors
Concord,
Massachusetts
|
$926K
|
+$916K
|
+19,988
|
New
|
|
|
195
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$916K
|
-$49.8K
|
-1,087
|
-5%
|
|
|
196
|
Harbour Investments
Madison,
Wisconsin
|
$894K
|
-$35.1K
|
-766
|
-4%
|
|
|
197
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$879K
|
+$870K
|
+18,985
|
New
|
|
|
198
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$879K
|
-$498K
|
-10,872
|
-36%
|
|
|
199
|
Commons Capital
Needham,
Massachusetts
|
$873K
|
-$92.8K
|
-2,026
|
-10%
|
|
|
200
|
World Investment Advisors
Santa Barbara,
California
|
$856K
|
-$140K
|
-3,066
|
-14%
|
|
