|
176
|
Zhang Financial
Portage,
Michigan
|
$254K
|
–
|
–
|
–
|
|
|
177
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$252K
|
–
|
–
|
–
|
|
|
178
|
Lionshead Wealth Management
New York
|
$249K
|
-$177K
|
-3,510
|
-41%
|
|
|
179
|
Fidelis Capital Partners
Tampa,
Florida
|
$244K
|
–
|
–
|
–
|
|
|
180
|
RetireMitten Financial
Milford,
Michigan
|
$239K
|
+$240K
|
+4,753
|
New
|
|
|
181
|
Corient Private Wealth
Miami,
Florida
|
$239K
|
+$12.6K
|
+250
|
+6%
|
|
|
182
|
Valmark Advisers
Akron,
Ohio
|
$235K
|
+$235K
|
+4,664
|
New
|
|
|
183
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$213K
|
+$214K
|
+4,237
|
New
|
|
|
184
|
Independent Wealth Network
Urbandale,
Iowa
|
$213K
|
+$908
|
+18
|
+0.4%
|
|
|
185
|
BDFS Capital
Rehoboth Beach,
Delaware
|
$212K
|
-$1.26K
|
-25
|
-0.6%
|
|
|
186
|
Avidian Wealth Enterprises
Houston,
Texas
|
$211K
|
–
|
–
|
–
|
|
|
187
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$210K
|
–
|
–
|
–
|
|
|
188
|
Shum Financial Group
Alameda,
California
|
$207K
|
+$207K
|
+4,111
|
New
|
|
|
189
|
Mercer Global Advisors
Denver,
Colorado
|
$205K
|
-$78.2K
|
-1,550
|
-28%
|
|
|
190
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$203K
|
–
|
–
|
–
|
|
|
191
|
Webster Bank
Waterbury,
Connecticut
|
$202K
|
-$504K
|
-10,000
|
-71%
|
|
|
192
|
Concurrent Investment Advisors
Tampa,
Florida
|
$202K
|
–
|
–
|
–
|
|
|
193
|
Steward Partners Investment Advisory
New York
|
$196K
|
–
|
–
|
–
|
|
|
194
|
MAI Capital Management
Independence,
Ohio
|
$192K
|
–
|
–
|
–
|
|
|
195
|
Friedenthal Financial
Marlton,
New Jersey
|
$134K
|
+$135K
|
+2,671
|
New
|
|
|
196
|
Mather Group
Chicago,
Illinois
|
$133K
|
+$133K
|
+2,634
|
New
|
|
|
197
|
Blueline Advisors
Exeter,
New Hampshire
|
$110K
|
-$6.46K
|
-128
|
-6%
|
|
|
198
|
Centennial Bank
Conway,
Arkansas
|
$108K
|
+$20.6K
|
+409
|
+24%
|
|
|
199
|
CVA Family Office
Denver,
Colorado
|
$99.6K
|
+$99.8K
|
+1,979
|
New
|
|
|
200
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$78.6K
|
+$1.67K
|
+33
|
+2%
|
|
