|
126
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$594K
|
-$3.07M
|
-160,274
|
-83%
|
|
|
127
|
Merit Financial Group
Alpharetta,
Georgia
|
$585K
|
-$33.2K
|
-1,734
|
-5%
|
|
|
128
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$583K
|
+$606K
|
+31,700
|
New
|
|
|
129
|
Trinity Legacy Partners
Houston,
Texas
|
$581K
|
-$28.6K
|
-1,493
|
-5%
|
|
|
130
|
|
$570K
|
+$592K
|
+30,965
|
New
|
|
|
131
|
John W. Brooker & Co
Oakland,
California
|
$564K
|
+$238K
|
+12,452
|
+68%
|
|
|
132
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$562K
|
+$584K
|
+30,554
|
New
|
|
|
133
|
Farther Finance Advisors
San Francisco,
California
|
$561K
|
-$10.4K
|
-543
|
-2%
|
|
|
134
|
Perigon Wealth Management
San Francisco,
California
|
$554K
|
-$25.7K
|
-1,345
|
-4%
|
|
|
135
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$550K
|
-$4.4K
|
-230
|
-0.8%
|
|
|
136
|
Webster Bank
Waterbury,
Connecticut
|
$550K
|
+$554K
|
+28,990
|
+3,294%
|
|
|
137
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$537K
|
+$4.53K
|
+237
|
+0.8%
|
|
|
138
|
Meridian Wealth Advisors
Austin,
Texas
|
$534K
|
–
|
–
|
–
|
|
|
139
|
Centaurus Financial
Anaheim,
California
|
$532K
|
-$18.9K
|
-989
|
-3%
|
|
|
140
|
Essex Financial Services
Essex,
Connecticut
|
$530K
|
-$593
|
-31
|
-0.1%
|
|
|
141
|
Private Trust Company
Cleveland,
Ohio
|
$529K
|
-$23K
|
-1,200
|
-4%
|
|
|
142
|
TrueWealth Advisors
Birmingham,
Alabama
|
$501K
|
-$47.9K
|
-2,502
|
-8%
|
|
|
143
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$486K
|
+$506K
|
+26,433
|
New
|
|
|
144
|
WealthBridge Capital Management
Westerville,
Ohio
|
$473K
|
–
|
–
|
–
|
|
|
145
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$473K
|
+$155K
|
+8,100
|
+46%
|
|
|
146
|
Gotham Asset Management
New York
|
$470K
|
+$13.7K
|
+714
|
+3%
|
|
|
147
|
Accel Wealth Management
Waverly,
Iowa
|
$466K
|
-$141K
|
-7,357
|
-23%
|
|
|
148
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$455K
|
+$41.5K
|
+2,169
|
+10%
|
|
|
149
|
Focus Partners Wealth
Boston,
Massachusetts
|
$449K
|
-$171K
|
-8,924
|
-27%
|
|
|
150
|
Western Wealth Management
Golden,
Colorado
|
$443K
|
-$13.6K
|
-709
|
-3%
|
|
