|
126
|
MAI Capital Management
Independence,
Ohio
|
$1.14M
|
+$54K
|
+1,051
|
+5%
|
|
|
127
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$1.11M
|
+$97.2K
|
+1,893
|
+10%
|
|
|
128
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$1.09M
|
+$108K
|
+2,097
|
+11%
|
|
|
129
|
Worth Asset Management
Dallas,
Texas
|
$1.05M
|
–
|
–
|
–
|
|
|
130
|
PKS Advisory Services
Albany,
New York
|
$1.05M
|
-$1.9K
|
-37
|
-0.2%
|
|
|
131
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$996K
|
+$1,000K
|
+19,460
|
New
|
|
|
132
|
Pasadena Private Wealth
Pasadena,
California
|
$993K
|
-$92.5K
|
-1,801
|
-8%
|
|
|
133
|
Perigon Wealth Management
San Francisco,
California
|
$978K
|
+$981K
|
+19,106
|
New
|
|
|
134
|
Insight Wealth Strategies
San Ramon,
California
|
$961K
|
-$1.18K
|
-23
|
-0.1%
|
|
|
135
|
D.A. Davidson & Co
Great Falls,
Montana
|
$944K
|
-$7.71K
|
-150
|
-0.8%
|
|
|
136
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$928K
|
+$52.9K
|
+1,029
|
+6%
|
|
|
137
|
Oppenheimer & Co
New York
|
$921K
|
-$66K
|
-1,285
|
-7%
|
|
|
138
|
IHT Wealth Management
Chicago,
Illinois
|
$889K
|
+$892K
|
+17,370
|
New
|
|
|
139
|
Cary Street Partners
Richmond,
Virginia
|
$863K
|
+$245K
|
+4,771
|
+39%
|
|
|
140
|
WESPAC Advisors
Orinda,
California
|
$846K
|
–
|
–
|
–
|
|
|
141
|
GWN Securities
Palm Beach Gardens,
Florida
|
$845K
|
+$848K
|
+16,512
|
New
|
|
|
142
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$842K
|
+$846K
|
+16,460
|
New
|
|
|
143
|
Harbour Investments
Madison,
Wisconsin
|
$819K
|
+$90.5K
|
+1,761
|
+12%
|
|
|
144
|
Element Wealth
Ridgeland,
Mississippi
|
$813K
|
+$102K
|
+1,980
|
+14%
|
|
|
145
|
Optivise Advisory Services
Franklin,
Tennessee
|
$805K
|
+$4.32K
|
+84
|
+0.5%
|
|
|
146
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$782K
|
+$785K
|
+15,281
|
New
|
|
|
147
|
AE Wealth Management
Topeka,
Kansas
|
$772K
|
+$775K
|
+15,077
|
New
|
|
|
148
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$745K
|
+$57.3K
|
+1,115
|
+8%
|
|
|
149
|
Alteri Wealth
Westlake Village,
California
|
$739K
|
+$185K
|
+3,592
|
+33%
|
|
|
150
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$662K
|
+$665K
|
+12,942
|
New
|
|
