|
151
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$505K
|
+$14.4K
|
+595
|
+3%
|
|
|
152
|
Total Wealth Planning
Cincinnati,
Ohio
|
$503K
|
-$12.4K
|
-511
|
-2%
|
|
|
153
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$503K
|
-$20.5K
|
-848
|
-4%
|
|
|
154
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$500K
|
+$25.9K
|
+1,068
|
+6%
|
|
|
155
|
Aspiriant LLC
Los Angeles,
California
|
$499K
|
-$196K
|
-8,092
|
-29%
|
|
|
156
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$495K
|
+$48
|
+2
|
+0%
|
|
|
157
|
Leo Wealth LLC
Hurst,
Texas
|
$486K
|
+$9.67K
|
+399
|
+2%
|
|
|
158
|
Equitable Holdings
New York
|
$481K
|
–
|
–
|
–
|
|
|
159
|
Seaside Wealth Management
Carlsbad,
California
|
$478K
|
+$20.4K
|
+842
|
+5%
|
|
|
160
|
DGS Capital Management
Jersey City,
New Jersey
|
$475K
|
-$6.15K
|
-254
|
-1%
|
|
|
161
|
Beacon Pointe Advisors
Newport Beach,
California
|
$469K
|
-$15.8K
|
-651
|
-3%
|
|
|
162
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$441K
|
+$14.4K
|
+595
|
+3%
|
|
|
163
|
Private Wealth Management Group
Princeton,
New Jersey
|
$428K
|
-$33.8K
|
-1,394
|
-7%
|
|
|
164
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$427K
|
+$800
|
+33
|
+0.2%
|
|
|
165
|
|
$426K
|
+$418K
|
+17,236
|
New
|
|
|
166
|
Pathstone Holdings
Englewood,
New Jersey
|
$413K
|
-$335K
|
-13,820
|
-45%
|
|
|
167
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$404K
|
+$533
|
+22
|
+0.1%
|
|
|
168
|
|
$393K
|
+$118K
|
+4,871
|
+44%
|
|
|
169
|
CGN Advisors
Manhattan,
Kansas
|
$393K
|
+$385K
|
+15,892
|
New
|
|
|
170
|
Mission Wealth Management
Santa Barbara,
California
|
$389K
|
-$26.3K
|
-1,084
|
-6%
|
|
|
171
|
|
$384K
|
-$54.2K
|
-2,235
|
-13%
|
|
|
172
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$376K
|
-$57K
|
-2,352
|
-13%
|
|
|
173
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$373K
|
+$35.5K
|
+1,466
|
+11%
|
|
|
174
|
First Interstate Bank
Billings,
Montana
|
$358K
|
–
|
–
|
–
|
|
|
175
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$340K
|
-$126K
|
-5,180
|
-27%
|
|
