|
201
|
Private Trust Company
Cleveland,
Ohio
|
$1.29M
|
+$437K
|
+12,520
|
+54%
|
|
|
202
|
Farther Finance Advisors
San Francisco,
California
|
$1.29M
|
+$900K
|
+25,784
|
+266%
|
|
|
203
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$1.25M
|
+$1.2M
|
+34,246
|
New
|
|
|
204
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.23M
|
-$514K
|
-14,714
|
-30%
|
|
|
205
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.23M
|
-$514K
|
-14,714
|
-30%
|
|
|
206
|
Arkos Global Advisors
Houston,
Texas
|
$1.23M
|
+$207K
|
+5,921
|
+21%
|
|
|
207
|
United Advisor Group
Cincinnati,
Ohio
|
$1.23M
|
+$1.18M
|
+33,748
|
New
|
|
|
208
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$1.16M
|
+$563K
|
+16,123
|
+103%
|
|
|
209
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.15M
|
-$1.26M
|
-36,173
|
-53%
|
|
|
210
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.13M
|
+$83.7K
|
+2,398
|
+8%
|
|
|
211
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$1.13M
|
+$61.2K
|
+1,753
|
+6%
|
|
|
212
|
tru Independence
Portland,
Oregon
|
$1.12M
|
-$10.5K
|
-301
|
-1%
|
|
|
213
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.1M
|
+$103K
|
+2,942
|
+11%
|
|
|
214
|
Strong Tower Advisory Services
Minneapolis,
Minnesota
|
$1.1M
|
+$1.06M
|
+30,303
|
New
|
|
|
215
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.1M
|
+$1.05M
|
+30,112
|
New
|
|
|
216
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.08M
|
-$89.6K
|
-2,566
|
-8%
|
|
|
217
|
World Investment Advisors
Santa Barbara,
California
|
$1.06M
|
+$75.1K
|
+2,151
|
+8%
|
|
|
218
|
Belpointe Asset Management
Reno,
Nevada
|
$1.03M
|
-$75.4K
|
-2,161
|
-7%
|
|
|
219
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$999K
|
+$958K
|
+27,447
|
New
|
|
|
220
|
MGO One Seven
Beachwood,
Ohio
|
$993K
|
+$141K
|
+4,042
|
+17%
|
|
|
221
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$973K
|
-$188K
|
-5,373
|
-17%
|
|
|
222
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$908K
|
+$168K
|
+4,815
|
+24%
|
|
|
223
|
Davenport & Co
Richmond,
Virginia
|
$893K
|
+$26.3K
|
+753
|
+3%
|
|
|
224
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$886K
|
+$467K
|
+13,365
|
+122%
|
|
|
225
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$875K
|
+$840K
|
+24,051
|
New
|
|
