|
151
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$664K
|
-$70.1K
|
-1,284
|
-10%
|
|
|
152
|
|
$635K
|
-$54.6K
|
-1,000
|
-8%
|
|
|
153
|
AssetMark Inc
Concord,
California
|
$626K
|
+$96.9K
|
+1,776
|
+20%
|
|
|
154
|
Ausdal Financial Partners
Davenport,
Iowa
|
$621K
|
+$268K
|
+4,915
|
+84%
|
|
|
155
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$607K
|
-$13.6K
|
-250
|
-2%
|
|
|
156
|
EP Wealth Advisors
Torrance,
California
|
$597K
|
-$172K
|
-3,150
|
-23%
|
|
|
157
|
Fidelity Investments
Boston,
Massachusetts
|
$540K
|
+$90.1K
|
+1,652
|
+21%
|
|
|
158
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$540K
|
+$3K
|
+55
|
+0.6%
|
|
|
159
|
Global Retirement Partners
San Rafael,
California
|
$517K
|
+$488K
|
+8,941
|
New
|
|
|
160
|
ACT Advisors
Asheville,
North Carolina
|
$497K
|
-$406K
|
-7,449
|
-46%
|
|
|
161
|
Atria Wealth Solutions
New York
|
$477K
|
-$28.5K
|
-523
|
-6%
|
|
|
162
|
Kestra Private Wealth Services
Austin,
Texas
|
$465K
|
+$55
|
+1
|
+0%
|
|
|
163
|
Graney & King
Latham,
New York
|
$465K
|
-$8.57K
|
-157
|
-2%
|
|
|
164
|
Perigon Wealth Management
San Francisco,
California
|
$460K
|
+$164
|
+3
|
+0%
|
|
|
165
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$447K
|
+$422K
|
+7,736
|
New
|
|
|
166
|
J.W. Cole Advisors
Tampa,
Florida
|
$444K
|
-$71.1K
|
-1,303
|
-15%
|
|
|
167
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$425K
|
-$134K
|
-2,462
|
-25%
|
|
|
168
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$424K
|
+$53.6K
|
+983
|
+15%
|
|
|
169
|
Simplicity Wealth
Summit,
New Jersey
|
$416K
|
+$149K
|
+2,736
|
+61%
|
|
|
170
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$416K
|
-$103K
|
-1,879
|
-21%
|
|
|
171
|
Golden State Equity Partners
South Coast Metro,
California
|
$414K
|
–
|
–
|
–
|
|
|
172
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$406K
|
+$137K
|
+2,520
|
+56%
|
|
|
173
|
GeoWealth Management
Chicago,
Illinois
|
$392K
|
-$20.7K
|
-380
|
-5%
|
|
|
174
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$385K
|
–
|
–
|
–
|
|
|
175
|
Farther Finance Advisors
San Francisco,
California
|
$384K
|
+$201K
|
+3,687
|
+125%
|
|
