|
151
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$850K
|
–
|
–
|
–
|
|
|
152
|
Institute for Wealth Management
Denver,
Colorado
|
$844K
|
–
|
–
|
–
|
|
|
153
|
Pacific Sun Financial
Los Angeles,
California
|
$842K
|
–
|
–
|
–
|
|
|
154
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$836K
|
+$1.8K
|
+25
|
+0.2%
|
|
|
155
|
Mather Group
Chicago,
Illinois
|
$825K
|
–
|
–
|
–
|
|
|
156
|
KCM Investment Advisors
Greenbrae,
California
|
$798K
|
–
|
–
|
–
|
|
|
157
|
Vontobel Holding
Zurich,
Switzerland
|
$784K
|
+$706K
|
+9,790
|
New
|
|
|
158
|
Prospera Financial Services
Dallas,
Texas
|
$783K
|
+$705K
|
+9,778
|
New
|
|
|
159
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$781K
|
–
|
–
|
–
|
|
|
160
|
Summit X LLC
Chesterfield,
Missouri
|
$761K
|
-$530K
|
-7,353
|
-44%
|
|
|
161
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$742K
|
+$668K
|
+9,264
|
New
|
|
|
162
|
EP Wealth Advisors
Torrance,
California
|
$742K
|
+$216
|
+3
|
+0%
|
|
|
163
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$740K
|
-$81.2K
|
-1,127
|
-11%
|
|
|
164
|
Secure Asset Management
Troy,
Michigan
|
$726K
|
–
|
–
|
–
|
|
|
165
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$726K
|
-$480K
|
-6,663
|
-42%
|
|
|
166
|
Sovran Advisors
San Diego,
California
|
$722K
|
-$48.5K
|
-673
|
-7%
|
|
|
167
|
Avior Wealth Management
Omaha,
Nebraska
|
$719K
|
-$60K
|
-832
|
-8%
|
|
|
168
|
Global Retirement Partners
San Rafael,
California
|
$712K
|
+$640K
|
+8,883
|
New
|
|
|
169
|
Corient Private Wealth
Miami,
Florida
|
$688K
|
+$398K
|
+5,522
|
+180%
|
|
|
170
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$649K
|
+$24.4K
|
+339
|
+4%
|
|
|
171
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$648K
|
+$586K
|
+8,130
|
New
|
|
|
172
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$619K
|
-$28.8K
|
-400
|
-5%
|
|
|
173
|
MAI Capital Management
Independence,
Ohio
|
$613K
|
-$2.16K
|
-30
|
-0.4%
|
|
|
174
|
Round Rock Advisors
Wilton,
Connecticut
|
$610K
|
+$60.9K
|
+845
|
+12%
|
|
|
175
|
Serenus Wealth Advisors
Santa Monica,
California
|
$596K
|
–
|
–
|
–
|
|
