|
151
|
Summit Financial
Parsippany,
New Jersey
|
$740K
|
+$33.4K
|
+2,087
|
+5%
|
|
|
152
|
Tred Avon Family Wealth
Easton,
Maryland
|
$729K
|
+$697K
|
+43,534
|
New
|
|
|
153
|
Atria Investments
Charlotte,
North Carolina
|
$711K
|
-$169K
|
-10,539
|
-20%
|
|
|
154
|
Truist Financial
Charlotte,
North Carolina
|
$649K
|
+$241K
|
+15,058
|
+63%
|
|
|
155
|
Acadian Asset Management
Boston,
Massachusetts
|
$645K
|
–
|
–
|
–
|
|
|
156
|
Focus Partners Wealth
Boston,
Massachusetts
|
$643K
|
+$46.9K
|
+2,926
|
+8%
|
|
|
157
|
AlphaCore Capital
La Jolla,
California
|
$641K
|
+$359K
|
+22,400
|
+141%
|
|
|
158
|
HB Wealth Management
Atlanta,
Georgia
|
$628K
|
+$161K
|
+10,072
|
+37%
|
|
|
159
|
Prospera Financial Services
Dallas,
Texas
|
$626K
|
+$1.06K
|
+66
|
+0.2%
|
|
|
160
|
Covenant Partners
Nashville,
Tennessee
|
$624K
|
–
|
–
|
–
|
|
|
161
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$605K
|
+$1.7K
|
+106
|
+0.3%
|
|
|
162
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$594K
|
-$1.57K
|
-98
|
-0.3%
|
|
|
163
|
Bailard
Foster City,
California
|
$593K
|
+$115K
|
+7,150
|
+25%
|
|
|
164
|
Sage Rhino Capital
Menlo Park,
California
|
$588K
|
-$4.1K
|
-256
|
-0.7%
|
|
|
165
|
Syon Capital
San Francisco,
California
|
$580K
|
+$191K
|
+11,903
|
+52%
|
|
|
166
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$574K
|
+$79.7K
|
+4,974
|
+17%
|
|
|
167
|
Global Retirement Partners
San Rafael,
California
|
$564K
|
+$71K
|
+4,434
|
+15%
|
|
|
168
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$563K
|
+$150K
|
+9,389
|
+39%
|
|
|
169
|
Entropy Technologies
New York
|
$561K
|
+$537K
|
+33,495
|
New
|
|
|
170
|
Chevy Chase Trust
Bethesda,
Maryland
|
$557K
|
-$705
|
-44
|
-0.1%
|
|
|
171
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$555K
|
+$165K
|
+10,280
|
+42%
|
|
|
172
|
Sivia Capital Partners
Mill Valley,
California
|
$551K
|
+$7.82K
|
+488
|
+2%
|
|
|
173
|
Westwood Holdings Group
Dallas,
Texas
|
$549K
|
-$66K
|
-4,120
|
-11%
|
|
|
174
|
Lazard Asset Management
New York
|
$548K
|
-$28.9K
|
-1,804
|
-5%
|
|
|
175
|
Mather Group
Chicago,
Illinois
|
$548K
|
–
|
–
|
–
|
|
