|
176
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$1.69M
|
+$1.4M
|
+51,218
|
+286%
|
|
|
177
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$1.63M
|
-$1.05M
|
-38,502
|
-37%
|
|
|
178
|
Argent Trust Co
Nashville,
Tennessee
|
$1.6M
|
–
|
–
|
–
|
|
|
179
|
Steward Partners Investment Advisory
New York
|
$1.51M
|
-$4.29M
|
-157,111
|
-72%
|
|
|
180
|
Oppenheimer & Co
New York
|
$1.51M
|
+$7.7K
|
+282
|
+0.5%
|
|
|
181
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.5M
|
-$752K
|
-27,561
|
-31%
|
|
|
182
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.49M
|
+$901
|
+33
|
+0.1%
|
|
|
183
|
IHT Wealth Management
Chicago,
Illinois
|
$1.48M
|
-$633K
|
-23,202
|
-28%
|
|
|
184
|
|
$1.46M
|
+$1.64M
|
+60,000
|
New
|
|
|
185
|
Creative Planning
Overland Park,
Kansas
|
$1.46M
|
+$212K
|
+7,763
|
+15%
|
|
|
186
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.42M
|
+$765K
|
+28,045
|
+93%
|
|
|
187
|
William Blair & Company
Chicago,
Illinois
|
$1.42M
|
-$87K
|
-3,188
|
-5%
|
|
|
188
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$1.41M
|
–
|
–
|
–
|
|
|
189
|
Jamison Private Wealth Management
Milton,
Georgia
|
$1.4M
|
–
|
–
|
–
|
|
|
190
|
Greenfield Seitz Capital Management
Dallas,
Texas
|
$1.36M
|
+$494K
|
+18,084
|
+48%
|
|
|
191
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.36M
|
+$19.4K
|
+711
|
+1%
|
|
|
192
|
G&S Capital
Denver,
Colorado
|
$1.33M
|
-$781K
|
-28,612
|
-34%
|
|
|
193
|
Farther Finance Advisors
San Francisco,
California
|
$1.32M
|
-$122K
|
-4,488
|
-8%
|
|
|
194
|
Synergy Asset Management
Vancouver,
Washington
|
$1.31M
|
-$225K
|
-8,239
|
-13%
|
|
|
195
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.29M
|
+$1.45M
|
+52,960
|
New
|
|
|
196
|
Fulcrum Wealth Advisors
Bellevue,
Washington
|
$1.29M
|
-$50K
|
-1,834
|
-3%
|
|
|
197
|
Mraz Amerine & Associates
Modesto,
California
|
$1.26M
|
-$899K
|
-32,951
|
-39%
|
|
|
198
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$1.26M
|
+$224K
|
+8,220
|
+19%
|
|
|
199
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.26M
|
+$219K
|
+8,038
|
+19%
|
|
|
200
|
Islay Capital Management
Lubbock,
Texas
|
$1.25M
|
-$164K
|
-6,000
|
-11%
|
|
