|
151
|
Atria Investments
Charlotte,
North Carolina
|
$754K
|
+$686K
|
+12,874
|
New
|
|
|
152
|
Sentinel Trust
Houston,
Texas
|
$751K
|
-$55.4K
|
-1,039
|
-7%
|
|
|
153
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$749K
|
+$1.87K
|
+35
|
+0.3%
|
|
|
154
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$743K
|
+$301K
|
+5,651
|
+80%
|
|
|
155
|
Belpointe Asset Management
Reno,
Nevada
|
$741K
|
–
|
–
|
–
|
|
|
156
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$741K
|
–
|
–
|
–
|
|
|
157
|
Tradition Wealth Management
Edina,
Minnesota
|
$711K
|
+$6.77K
|
+127
|
+1%
|
|
|
158
|
Catalyst Capital Advisors
Huntington,
New York
|
$710K
|
–
|
–
|
–
|
|
|
159
|
Guggenheim Capital
Chicago,
Illinois
|
$709K
|
+$34.4K
|
+646
|
+6%
|
|
|
160
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$708K
|
–
|
–
|
–
|
|
|
161
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$701K
|
+$121K
|
+2,264
|
+23%
|
|
|
162
|
Stifel Financial
St. Louis,
Missouri
|
$662K
|
+$22.7K
|
+425
|
+4%
|
|
|
163
|
Blue Trust Inc
Alpharetta,
Georgia
|
$660K
|
+$309K
|
+5,791
|
+106%
|
|
|
164
|
Truist Financial
Charlotte,
North Carolina
|
$633K
|
-$7.25K
|
-136
|
-1%
|
|
|
165
|
Passumpsic Savings Bank
St. Johnsbury,
Vermont
|
$628K
|
-$2.29K
|
-43
|
-0.4%
|
|
|
166
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$622K
|
+$26.7K
|
+500
|
+5%
|
|
|
167
|
Capital Performance Advisors
Walnut Creek,
California
|
$616K
|
–
|
–
|
–
|
|
|
168
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$609K
|
+$205K
|
+3,843
|
+59%
|
|
|
169
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$585K
|
+$59K
|
+1,106
|
+13%
|
|
|
170
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$582K
|
-$40.2K
|
-755
|
-7%
|
|
|
171
|
Virtus ETF Advisers
New York
|
$581K
|
+$20.6K
|
+386
|
+4%
|
|
|
172
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$573K
|
+$57.8K
|
+1,085
|
+12%
|
|
|
173
|
Chelsea Counsel Company
Los Angeles,
California
|
$573K
|
–
|
–
|
–
|
|
|
174
|
Whittier Trust
South Pasadena,
California
|
$573K
|
–
|
–
|
–
|
|
|
175
|
Empowered Funds
Havertown,
Pennsylvania
|
$567K
|
+$516K
|
+9,683
|
New
|
|
