|
126
|
SteelPeak Wealth
Woodland Hills,
California
|
$224K
|
+$9.9K
|
+241
|
+4%
|
|
|
127
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$210K
|
+$218K
|
+5,289
|
New
|
|
|
128
|
Private Trust Company
Cleveland,
Ohio
|
$209K
|
+$115K
|
+2,800
|
+113%
|
|
|
129
|
Calton & Associates
Tampa,
Florida
|
$207K
|
+$215K
|
+5,224
|
New
|
|
|
130
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$207K
|
+$213K
|
+5,160
|
New
|
|
|
131
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$203K
|
–
|
–
|
–
|
|
|
132
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$184K
|
+$74.9K
|
+1,816
|
+65%
|
|
|
133
|
Harbour Investments
Madison,
Wisconsin
|
$182K
|
-$8.2K
|
-199
|
-4%
|
|
|
134
|
Farther Finance Advisors
San Francisco,
California
|
$178K
|
+$169K
|
+4,095
|
+1,034%
|
|
|
135
|
NBT Bank
Norwich,
New York
|
$166K
|
+$173K
|
+4,195
|
New
|
|
|
136
|
NewEdge Advisors
New Orleans,
Louisiana
|
$165K
|
-$1.24M
|
-30,184
|
-88%
|
|
|
137
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$149K
|
+$10.4K
|
+253
|
+7%
|
|
|
138
|
Spire Wealth Management
Mclean,
Virginia
|
$105K
|
+$92.5K
|
+2,244
|
+561%
|
|
|
139
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$84.7K
|
+$88K
|
+2,135
|
New
|
|
|
140
|
Triumph Capital Management
Denver,
Colorado
|
$83.3K
|
+$3.38K
|
+82
|
+4%
|
|
|
141
|
UBS Group
Zurich,
Switzerland
|
$72.6K
|
-$56K
|
-1,358
|
-43%
|
|
|
142
|
Elevation Wealth Partners
Santa Rosa,
California
|
$60.1K
|
–
|
–
|
–
|
|
|
143
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$55.7K
|
-$193K
|
-4,684
|
-77%
|
|
|
144
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$47.6K
|
+$49.5K
|
+1,200
|
New
|
|
|
145
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$47K
|
+$48.9K
|
+1,185
|
New
|
|
|
146
|
VanEck Associates
New York
|
$40.3K
|
+$4.16K
|
+101
|
+11%
|
|
|
147
|
Brentview Investment Management
Northfield,
Illinois
|
$39.7K
|
–
|
–
|
–
|
|
|
148
|
Wells Fargo
San Francisco,
California
|
$32.4K
|
-$11K
|
-266
|
-25%
|
|
|
149
|
SJS Investment Consulting
Sylvania,
Ohio
|
$32.1K
|
+$12.8K
|
+311
|
+63%
|
|
|
150
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$31K
|
+$31.6K
|
+767
|
New
|
|
