|
151
|
Vontobel Holding
Zurich,
Switzerland
|
$866K
|
+$6.75K
|
+236
|
+0.8%
|
|
|
152
|
Channel Wealth
Santa Barbara,
California
|
$863K
|
+$853K
|
+29,816
|
New
|
|
|
153
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$845K
|
-$9.21K
|
-322
|
-1%
|
|
|
154
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$838K
|
+$828K
|
+28,972
|
New
|
|
|
155
|
Vise Technologies
New York
|
$829K
|
-$12.5K
|
-438
|
-2%
|
|
|
156
|
IHT Wealth Management
Chicago,
Illinois
|
$820K
|
+$810K
|
+28,318
|
New
|
|
|
157
|
Presidio Capital Management
San Diego,
California
|
$809K
|
+$799K
|
+27,941
|
New
|
|
|
158
|
Harbour Investments
Madison,
Wisconsin
|
$808K
|
+$782K
|
+27,330
|
+4,517%
|
|
|
159
|
Willow Creek Wealth Management
Sebastopol,
California
|
$791K
|
-$392K
|
-13,691
|
-33%
|
|
|
160
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$791K
|
+$145K
|
+5,065
|
+23%
|
|
|
161
|
KWB Wealth
Redlands,
California
|
$784K
|
-$22.3K
|
-780
|
-3%
|
|
|
162
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$782K
|
-$5.02M
|
-175,546
|
-87%
|
|
|
163
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$765K
|
-$482K
|
-16,873
|
-39%
|
|
|
164
|
GeoWealth Management
Chicago,
Illinois
|
$762K
|
+$20.9K
|
+732
|
+3%
|
|
|
165
|
First Horizon Advisors
Memphis,
Tennessee
|
$756K
|
-$367K
|
-12,851
|
-33%
|
|
|
166
|
Insight Advisors
Newtown,
Pennsylvania
|
$743K
|
+$32.3K
|
+1,128
|
+5%
|
|
|
167
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$718K
|
+$710K
|
+24,823
|
New
|
|
|
168
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$714K
|
+$705K
|
+24,655
|
New
|
|
|
169
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$714K
|
+$705K
|
+24,655
|
New
|
|
|
170
|
Avantax Advisory Services
Dallas,
Texas
|
$705K
|
+$30.3K
|
+1,060
|
+5%
|
|
|
171
|
Citadel Advisors
Miami,
Florida
|
$700K
|
+$692K
|
+24,183
|
New
|
|
|
172
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$684K
|
–
|
–
|
–
|
|
|
173
|
TimeScale Financial
Danvers,
Massachusetts
|
$655K
|
+$647K
|
+22,619
|
New
|
|
|
174
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$651K
|
+$643K
|
+22,486
|
New
|
|
|
175
|
Western Wealth Management
Golden,
Colorado
|
$635K
|
+$368K
|
+12,868
|
+142%
|
|
