|
126
|
Wealthspan Partners
Davenport,
Iowa
|
$1.15M
|
+$22.4K
|
+367
|
+2%
|
|
|
127
|
Fermata Advisors
Sonoma,
California
|
$1.14M
|
+$101K
|
+1,650
|
+10%
|
|
|
128
|
VestGen Advisors
Inverness,
Illinois
|
$1.11M
|
+$367K
|
+6,000
|
+51%
|
|
|
129
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.07M
|
+$142K
|
+2,325
|
+16%
|
|
|
130
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.07M
|
+$59.6K
|
+975
|
+6%
|
|
|
131
|
Advisory Services Network
Atlanta,
Georgia
|
$1.07M
|
-$677K
|
-11,065
|
-39%
|
|
|
132
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.05M
|
-$88.9K
|
-1,453
|
-8%
|
|
|
133
|
Truist Financial
Charlotte,
North Carolina
|
$1.04M
|
-$53.8K
|
-879
|
-5%
|
|
|
134
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$1.03M
|
-$50.2K
|
-820
|
-5%
|
|
|
135
|
HighTower Advisors
Chicago,
Illinois
|
$1.02M
|
+$663K
|
+10,843
|
+197%
|
|
|
136
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.02M
|
-$96.3K
|
-1,575
|
-9%
|
|
|
137
|
Nova Wealth Management
Bonita Springs,
Florida
|
$990K
|
+$253K
|
+4,130
|
+35%
|
|
|
138
|
J. Safra Asset Management
New York
|
$955K
|
+$465K
|
+7,601
|
+100%
|
|
|
139
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$924K
|
+$34.7K
|
+567
|
+4%
|
|
|
140
|
&Partners
Nashville,
Tennessee
|
$922K
|
+$24.2K
|
+396
|
+3%
|
|
|
141
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$838K
|
+$140K
|
+2,284
|
+21%
|
|
|
142
|
Maia Wealth
Denver,
Colorado
|
$824K
|
+$850K
|
+13,894
|
New
|
|
|
143
|
Fielder Capital Group
Nashville,
Tennessee
|
$821K
|
–
|
–
|
–
|
|
|
144
|
Concurrent Investment Advisors
Tampa,
Florida
|
$809K
|
-$81.2K
|
-1,328
|
-9%
|
|
|
145
|
Birch Capital Management
Dallas,
Texas
|
$799K
|
+$16.2K
|
+265
|
+2%
|
|
|
146
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$798K
|
-$7.89K
|
-129
|
-1%
|
|
|
147
|
Manning & Napier Advisors
Fairport,
New York
|
$790K
|
-$1.96K
|
-32
|
-0.3%
|
|
|
148
|
Rockefeller Capital Management
New York
|
$754K
|
-$167K
|
-2,723
|
-18%
|
|
|
149
|
Steward Partners Investment Advisory
New York
|
$749K
|
+$376K
|
+6,149
|
+106%
|
|
|
150
|
Stonegate Investment Group
Birmingham,
Alabama
|
$726K
|
–
|
–
|
–
|
|
