|
151
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$359K
|
–
|
–
|
–
|
|
|
152
|
Drive Wealth Management
Lehi,
Utah
|
$357K
|
–
|
–
|
–
|
|
|
153
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$348K
|
+$129K
|
+3,169
|
+60%
|
|
|
154
|
CRA Financial Services
Northfield,
New Jersey
|
$337K
|
+$95.7K
|
+2,345
|
+40%
|
|
|
155
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$333K
|
–
|
–
|
–
|
|
|
156
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$316K
|
-$73.5K
|
-1,800
|
-19%
|
|
|
157
|
Grantvest Financial Group
Matawan,
New Jersey
|
$315K
|
+$97.1K
|
+2,378
|
+45%
|
|
|
158
|
Belpointe Asset Management
Reno,
Nevada
|
$315K
|
-$24.5K
|
-600
|
-7%
|
|
|
159
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$313K
|
–
|
–
|
–
|
|
|
160
|
Keystone Wealth Services
Palm Desert,
California
|
$312K
|
–
|
–
|
–
|
|
|
161
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$299K
|
–
|
–
|
–
|
|
|
162
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$295K
|
+$292K
|
+7,151
|
New
|
|
|
163
|
Victory Financial Group
Austin,
Texas
|
$291K
|
+$288K
|
+7,044
|
New
|
|
|
164
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$289K
|
-$82
|
-2
|
-0%
|
|
|
165
|
Creative Financial Designs
Kokomo,
Indiana
|
$286K
|
+$40.8K
|
+1,000
|
+17%
|
|
|
166
|
Occidental Asset Management
Burlingame,
California
|
$282K
|
+$279K
|
+6,831
|
New
|
|
|
167
|
Pacific Park Financial
Lagina Hills,
California
|
$282K
|
-$40.5K
|
-991
|
-13%
|
|
|
168
|
Advisor OS
Chicago,
Illinois
|
$278K
|
–
|
–
|
–
|
|
|
169
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$276K
|
+$16.9K
|
+415
|
+7%
|
|
|
170
|
Talon Private Wealth
The Villages,
Florida
|
$275K
|
+$272K
|
+6,668
|
New
|
|
|
171
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$269K
|
+$20.4K
|
+500
|
+8%
|
|
|
172
|
Harbour Investments
Madison,
Wisconsin
|
$265K
|
+$203K
|
+4,966
|
+344%
|
|
|
173
|
Summit Financial
Parsippany,
New Jersey
|
$253K
|
+$250K
|
+6,130
|
New
|
|
|
174
|
NWF Advisory Services
Los Angeles,
California
|
$252K
|
-$24.5K
|
-600
|
-9%
|
|
|
175
|
WMS Group
Folsom,
Louisiana
|
$248K
|
–
|
–
|
–
|
|
