|
151
|
Atlas Legacy Advisors
Los Angeles,
California
|
$262K
|
-$24.1K
|
-478
|
-8%
|
|
|
152
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$259K
|
–
|
–
|
–
|
|
|
153
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$257K
|
–
|
–
|
–
|
|
|
154
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$248K
|
-$403K
|
-7,988
|
-62%
|
|
|
155
|
Kestra Private Wealth Services
Austin,
Texas
|
$240K
|
+$404
|
+8
|
+0.2%
|
|
|
156
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$227K
|
–
|
–
|
–
|
|
|
157
|
Madison Wealth Partners
Madison,
Wisconsin
|
$227K
|
+$959
|
+19
|
+0.4%
|
|
|
158
|
Mattson Financial Services
Kentwood,
Michigan
|
$203K
|
+$1.06K
|
+21
|
+0.5%
|
|
|
159
|
VCI Wealth Management
St Louis,
Missouri
|
$201K
|
+$201K
|
+3,978
|
New
|
|
|
160
|
Centaurus Financial
Anaheim,
California
|
$174K
|
+$1.26K
|
+25
|
+0.7%
|
|
|
161
|
Geneos Wealth Management
Englewood,
Colorado
|
$145K
|
+$72.6K
|
+1,439
|
+100%
|
|
|
162
|
IFP Advisors
Tampa,
Florida
|
$144K
|
–
|
–
|
–
|
|
|
163
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$139K
|
-$542K
|
-10,741
|
-80%
|
|
|
164
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$136K
|
+$22.8K
|
+451
|
+20%
|
|
|
165
|
Steward Partners Investment Advisory
New York
|
$131K
|
-$35.3K
|
-700
|
-21%
|
|
|
166
|
Blue Trust Inc
Alpharetta,
Georgia
|
$127K
|
+$127K
|
+2,511
|
New
|
|
|
167
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$123K
|
+$3.13K
|
+62
|
+3%
|
|
|
168
|
AE Wealth Management
Topeka,
Kansas
|
$80.7K
|
+$74.1K
|
+1,467
|
+1,095%
|
|
|
169
|
Evolution Wealth Management
Fort Myers,
Florida
|
$49.9K
|
+$50K
|
+990
|
New
|
|
|
170
|
Key Financial Inc
West Chester,
Pennsylvania
|
$49.9K
|
–
|
–
|
–
|
|
|
171
|
Optima Capital
Beaverton,
Oregon
|
$45K
|
+$45K
|
+891
|
New
|
|
|
172
|
William Blair & Company
Chicago,
Illinois
|
$40.8K
|
–
|
–
|
–
|
|
|
173
|
Private Trust Company
Cleveland,
Ohio
|
$35.7K
|
-$4.54K
|
-90
|
-11%
|
|
|
174
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$35.3K
|
+$252
|
+5
|
+0.7%
|
|
|
175
|
Creative Financial Designs
Kokomo,
Indiana
|
$34.9K
|
+$3.53K
|
+70
|
+11%
|
|
