|
151
|
Washington Trust
Westerly,
Rhode Island
|
$890K
|
–
|
–
|
–
|
|
|
152
|
BAM Wealth Management
Lakewood,
Colorado
|
$849K
|
+$7.26K
|
+87
|
+0.9%
|
|
|
153
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$841K
|
-$39K
|
-468
|
-5%
|
|
|
154
|
Foster & Motley
Cincinnati,
Ohio
|
$827K
|
-$23.4K
|
-280
|
-3%
|
|
|
155
|
|
$803K
|
-$236K
|
-2,829
|
-24%
|
|
|
156
|
Park Place Capital
Homewood,
Alabama
|
$798K
|
+$1.75K
|
+21
|
+0.2%
|
|
|
157
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$749K
|
-$33.9K
|
-406
|
-5%
|
|
|
158
|
CreativeOne Wealth
Overland Park,
Kansas
|
$738K
|
+$30.9K
|
+371
|
+5%
|
|
|
159
|
Creative Planning
Overland Park,
Kansas
|
$724K
|
-$5.59K
|
-67
|
-0.8%
|
|
|
160
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$723K
|
-$24.6K
|
-295
|
-4%
|
|
|
161
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$707K
|
-$242K
|
-2,897
|
-27%
|
|
|
162
|
Mariner
Overland Park,
Kansas
|
$684K
|
-$3.39M
|
-40,695
|
-84%
|
|
|
163
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$675K
|
+$161K
|
+1,933
|
+34%
|
|
|
164
|
Wealthspire Advisors (New York)
New York
|
$643K
|
-$1.17K
|
-14
|
-0.2%
|
|
|
165
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$599K
|
+$3.25K
|
+39
|
+0.6%
|
|
|
166
|
Leavell Investment Management
Mobile,
Alabama
|
$580K
|
+$18.8K
|
+225
|
+4%
|
|
|
167
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$575K
|
-$402K
|
-4,825
|
-43%
|
|
|
168
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$541K
|
+$251K
|
+3,013
|
+99%
|
|
|
169
|
Avidian Wealth Enterprises
Houston,
Texas
|
$540K
|
-$48.1K
|
-577
|
-9%
|
|
|
170
|
First Foundation Advisors
Irvine,
California
|
$537K
|
–
|
–
|
–
|
|
|
171
|
|
$532K
|
–
|
–
|
–
|
|
|
172
|
Destiny Wealth Partners
Tavares,
Florida
|
$506K
|
-$751
|
-9
|
-0.2%
|
|
|
173
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$501K
|
+$83
|
+1
|
+0%
|
|
|
174
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$486K
|
+$455K
|
+5,456
|
New
|
|
|
175
|
GWN Securities
Palm Beach Gardens,
Florida
|
$477K
|
+$169K
|
+2,021
|
+61%
|
|
