|
151
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$631K
|
+$149
|
+2
|
+0%
|
|
|
152
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$622K
|
-$9.72M
|
-130,378
|
-94%
|
|
|
153
|
Creative Planning
Overland Park,
Kansas
|
$613K
|
+$67.5K
|
+906
|
+12%
|
|
|
154
|
J.M. Arbour
Gardiner,
Maine
|
$581K
|
+$578K
|
+7,763
|
New
|
|
|
155
|
RHS Financial
San Francisco,
California
|
$551K
|
-$16.8K
|
-226
|
-3%
|
|
|
156
|
Wealthspire Advisors (New York)
New York
|
$541K
|
+$9.09K
|
+122
|
+2%
|
|
|
157
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$500K
|
+$373
|
+5
|
+0.1%
|
|
|
158
|
Leavell Investment Management
Mobile,
Alabama
|
$493K
|
+$112K
|
+1,500
|
+29%
|
|
|
159
|
Avidian Wealth Enterprises
Houston,
Texas
|
$493K
|
–
|
–
|
–
|
|
|
160
|
Golden State Equity Partners
South Coast Metro,
California
|
$492K
|
+$17.6K
|
+236
|
+4%
|
|
|
161
|
Destiny Wealth Partners
Tavares,
Florida
|
$464K
|
–
|
–
|
–
|
|
|
162
|
First Foundation Advisors
Irvine,
California
|
$451K
|
–
|
–
|
–
|
|
|
163
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$445K
|
-$10.3K
|
-138
|
-2%
|
|
|
164
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$443K
|
+$5.74K
|
+77
|
+1%
|
|
|
165
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$418K
|
+$29.7K
|
+399
|
+8%
|
|
|
166
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$407K
|
+$15.6K
|
+210
|
+4%
|
|
|
167
|
Diversified Trust
Memphis,
Tennessee
|
$395K
|
–
|
–
|
–
|
|
|
168
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$393K
|
-$72.1K
|
-967
|
-16%
|
|
|
169
|
Members Trust
Tampa,
Florida
|
$386K
|
–
|
–
|
–
|
|
|
170
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$377K
|
+$75
|
+1
|
+0%
|
|
|
171
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$343K
|
-$15K
|
-201
|
-4%
|
|
|
172
|
Choreo LLC
Rockford,
Illinois
|
$342K
|
-$25.7K
|
-345
|
-7%
|
|
|
173
|
Brown Brothers Harriman & Co
New York
|
$339K
|
+$72.2K
|
+969
|
+27%
|
|
|
174
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$336K
|
+$335K
|
+4,490
|
New
|
|
|
175
|
Comerica Bank
Dallas,
Texas
|
$327K
|
–
|
–
|
–
|
|
