|
151
|
Holistic Planning
Nacogdoches,
Texas
|
$1.42M
|
-$8.97K
|
-76
|
-0.6%
|
|
|
152
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.38M
|
+$26.9K
|
+228
|
+2%
|
|
|
153
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.27M
|
+$1.31M
|
+11,076
|
New
|
|
|
154
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$1.25M
|
+$1.29M
|
+10,899
|
New
|
|
|
155
|
Secure Asset Management
Troy,
Michigan
|
$1.23M
|
+$152K
|
+1,287
|
+14%
|
|
|
156
|
Redwood Financial Network
Solon,
Ohio
|
$1.23M
|
+$35.2K
|
+298
|
+3%
|
|
|
157
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.23M
|
+$41.2K
|
+349
|
+3%
|
|
|
158
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.22M
|
-$17K
|
-144
|
-1%
|
|
|
159
|
Principal Securities
Des Moines,
Iowa
|
$1.21M
|
+$831K
|
+7,046
|
+202%
|
|
|
160
|
Daybright Advisory Services
Miami,
Florida
|
$1.17M
|
-$267K
|
-2,265
|
-18%
|
|
|
161
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$1.17M
|
-$1.47M
|
-12,422
|
-55%
|
|
|
162
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.17M
|
–
|
–
|
–
|
|
|
163
|
Creative Planning
Overland Park,
Kansas
|
$1.16M
|
+$183K
|
+1,550
|
+18%
|
|
|
164
|
Level Four Advisory Services
Dallas,
Texas
|
$1.12M
|
-$23.6K
|
-200
|
-2%
|
|
|
165
|
Perryman Financial Advisory
Dallas,
Texas
|
$1.11M
|
+$813K
|
+6,890
|
+252%
|
|
|
166
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.09M
|
+$1.12M
|
+9,474
|
New
|
|
|
167
|
|
$1.09M
|
+$1.11M
|
+9,443
|
New
|
|
|
168
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.05M
|
+$5.31K
|
+45
|
+0.5%
|
|
|
169
|
Belpointe Asset Management
Reno,
Nevada
|
$1.04M
|
+$44.5K
|
+377
|
+4%
|
|
|
170
|
Banta Asset Management
Newport Beach,
California
|
$1.02M
|
+$1.05M
|
+8,920
|
New
|
|
|
171
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.01M
|
+$195K
|
+1,649
|
+23%
|
|
|
172
|
Snowden Capital Advisors
New York
|
$963K
|
-$15.6K
|
-132
|
-2%
|
|
|
173
|
GTS Securities
Miami,
Florida
|
$917K
|
+$941K
|
+7,978
|
New
|
|
|
174
|
Nova Wealth Management
Bonita Springs,
Florida
|
$863K
|
+$224K
|
+1,899
|
+34%
|
|
|
175
|
Mercer Global Advisors
Denver,
Colorado
|
$859K
|
+$129K
|
+1,090
|
+17%
|
|
