|
126
|
VisionPoint Advisory Group
Dallas,
Texas
|
$7.97M
|
-$640K
|
-25,072
|
-7%
|
|
|
127
|
United Capital Financial Advisors
Irving,
Texas
|
$7.96M
|
-$155K
|
-6,082
|
-2%
|
|
|
128
|
Values Added Financial
Washington,
District of Columbia
|
$7.96M
|
-$505K
|
-19,778
|
-6%
|
|
|
129
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$7.92M
|
-$99.6K
|
-3,906
|
-1%
|
|
|
130
|
KWB Wealth
Redlands,
California
|
$7.9M
|
+$1.5M
|
+58,838
|
+23%
|
|
|
131
|
World Investment Advisors
Santa Barbara,
California
|
$7.89M
|
-$8.32K
|
-326
|
-0.1%
|
|
|
132
|
Vicus Capital
State College,
Pennsylvania
|
$7.88M
|
+$561K
|
+21,986
|
+8%
|
|
|
133
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$7.82M
|
+$133K
|
+5,228
|
+2%
|
|
|
134
|
OneAscent Financial Services
Birmingham,
Alabama
|
$7.8M
|
+$6.58K
|
+258
|
+0.1%
|
|
|
135
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$7.78M
|
+$279K
|
+10,928
|
+4%
|
|
|
136
|
Bank of New York Mellon
New York
|
$7.72M
|
+$1.55M
|
+60,705
|
+25%
|
|
|
137
|
Corient Private Wealth
Miami,
Florida
|
$7.54M
|
-$7.43M
|
-291,216
|
-50%
|
|
|
138
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$7.51M
|
-$112K
|
-4,375
|
-1%
|
|
|
139
|
Ameriprise
Minneapolis,
Minnesota
|
$7.47M
|
+$832K
|
+32,632
|
+13%
|
|
|
140
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$7.32M
|
+$2.37M
|
+92,816
|
+48%
|
|
|
141
|
US Bancorp
Minneapolis,
Minnesota
|
$7.29M
|
+$23.1K
|
+904
|
+0.3%
|
|
|
142
|
Concurrent Investment Advisors
Tampa,
Florida
|
$6.99M
|
+$463K
|
+18,135
|
+7%
|
|
|
143
|
Integrated Advisors Network
Dallas,
Texas
|
$6.93M
|
+$4.97K
|
+195
|
+0.1%
|
|
|
144
|
PAX Financial Group
San Antonio,
Texas
|
$6.76M
|
-$130K
|
-5,109
|
-2%
|
|
|
145
|
Amtrust Financial Services
New York
|
$6.4M
|
–
|
–
|
–
|
|
|
146
|
Independent Financial Group
San Diego,
California
|
$6.34M
|
+$294K
|
+11,511
|
+5%
|
|
|
147
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$6.22M
|
-$88.6K
|
-3,472
|
-1%
|
|
|
148
|
IFP Advisors
Tampa,
Florida
|
$6.22M
|
+$1.25M
|
+48,975
|
+25%
|
|
|
149
|
Lunt Capital Management
Holladay,
Utah
|
$5.97M
|
-$78.4K
|
-3,073
|
-1%
|
|
|
150
|
Truist Financial
Charlotte,
North Carolina
|
$5.94M
|
+$72.5K
|
+2,841
|
+1%
|
|
