|
201
|
Lido Advisors
Los Angeles,
California
|
$551K
|
+$176K
|
+4,780
|
+50%
|
|
|
202
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$549K
|
–
|
–
|
–
|
|
|
203
|
NWAM LLC
Mercer Island,
Washington
|
$547K
|
+$523K
|
+14,196
|
New
|
|
|
204
|
Savvy Advisors Inc
New York
|
$525K
|
-$37.2K
|
-1,009
|
-7%
|
|
|
205
|
Private Wealth Management Group
Princeton,
New Jersey
|
$493K
|
-$19.1K
|
-518
|
-4%
|
|
|
206
|
SignalPoint Asset Management
Springfield,
Missouri
|
$490K
|
-$15.4K
|
-417
|
-3%
|
|
|
207
|
Truist Financial
Charlotte,
North Carolina
|
$487K
|
+$234K
|
+6,346
|
+101%
|
|
|
208
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$480K
|
+$3.5K
|
+95
|
+0.8%
|
|
|
209
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$476K
|
-$64K
|
-1,737
|
-12%
|
|
|
210
|
Hardin Capital Partners
Greenville,
South Carolina
|
$476K
|
-$7.29K
|
-198
|
-2%
|
|
|
211
|
Krilogy Financial
St. Louis,
Missouri
|
$468K
|
-$150K
|
-4,085
|
-25%
|
|
|
212
|
L.J. Altfest & Co
New York
|
$462K
|
-$187K
|
-5,072
|
-30%
|
|
|
213
|
Lantz Financial
Naperville,
Illinois
|
$458K
|
+$14.6K
|
+397
|
+3%
|
|
|
214
|
Essex Financial Services
Essex,
Connecticut
|
$454K
|
–
|
–
|
–
|
|
|
215
|
Pinnacle Associates
New York
|
$451K
|
+$5.52K
|
+150
|
+1%
|
|
|
216
|
Schoolcraft Capital
Boulder,
Colorado
|
$450K
|
–
|
–
|
–
|
|
|
217
|
Simon Quick Advisors
Morristown,
New Jersey
|
$449K
|
–
|
–
|
–
|
|
|
218
|
Fidelis Capital Partners
Tampa,
Florida
|
$444K
|
+$443K
|
+12,020
|
New
|
|
|
219
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$437K
|
-$8.76K
|
-238
|
-2%
|
|
|
220
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$435K
|
-$258
|
-7
|
-0.1%
|
|
|
221
|
Capasso Planning Partners
Charleston,
South Carolina
|
$433K
|
+$405
|
+11
|
+0.1%
|
|
|
222
|
Allworth Financial
Folsom,
California
|
$433K
|
-$3.42K
|
-93
|
-0.8%
|
|
|
223
|
Annapolis Financial Services
Annapolis,
Maryland
|
$431K
|
–
|
–
|
–
|
|
|
224
|
Life Planning Partners
Jacksonville,
Florida
|
$421K
|
-$20.5K
|
-557
|
-5%
|
|
|
225
|
J.W. Cole Advisors
Tampa,
Florida
|
$420K
|
+$1.33K
|
+36
|
+0.3%
|
|
