|
201
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$859K
|
–
|
–
|
–
|
|
|
202
|
Perennial Investment Advisors
Los Angeles,
California
|
$859K
|
+$87.9K
|
+3,125
|
+12%
|
|
|
203
|
Atomi Financial Group
New York
|
$858K
|
+$845K
|
+30,017
|
New
|
|
|
204
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$852K
|
–
|
–
|
–
|
|
|
205
|
Integrity Wealth Solutions
Denver,
Colorado
|
$849K
|
+$836K
|
+29,707
|
New
|
|
|
206
|
Vontobel Holding
Zurich,
Switzerland
|
$839K
|
-$48K
|
-1,705
|
-5%
|
|
|
207
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$786K
|
-$31K
|
-1,100
|
-4%
|
|
|
208
|
VestGen Advisors
Inverness,
Illinois
|
$785K
|
+$773K
|
+27,454
|
New
|
|
|
209
|
Creative Planning
Overland Park,
Kansas
|
$779K
|
+$275K
|
+9,762
|
+56%
|
|
|
210
|
TownSquare Capital
Provo,
Utah
|
$764K
|
+$143K
|
+5,090
|
+24%
|
|
|
211
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$762K
|
-$2.7K
|
-96
|
-0.4%
|
|
|
212
|
|
$755K
|
-$71.8K
|
-2,553
|
-9%
|
|
|
213
|
Certus Wealth Management
Redwood City,
California
|
$749K
|
-$24.9K
|
-883
|
-3%
|
|
|
214
|
Rockefeller Capital Management
New York
|
$748K
|
-$118K
|
-4,199
|
-14%
|
|
|
215
|
Hilltop Partners
Mishawaka,
Indiana
|
$736K
|
-$8.67K
|
-308
|
-1%
|
|
|
216
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$730K
|
+$1.27K
|
+45
|
+0.2%
|
|
|
217
|
Mattson Financial Services
Kentwood,
Michigan
|
$728K
|
+$287K
|
+10,181
|
+67%
|
|
|
218
|
Citadel Advisors
Miami,
Florida
|
$721K
|
+$486K
|
+17,269
|
+217%
|
|
|
219
|
Latitude Advisors
Vero Beach,
Florida
|
$685K
|
-$116K
|
-4,134
|
-15%
|
|
|
220
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$679K
|
-$194K
|
-6,910
|
-23%
|
|
|
221
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$673K
|
-$40.1M
|
-1,423,582
|
-98%
|
|
|
222
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$670K
|
–
|
–
|
–
|
|
|
223
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$654K
|
+$104K
|
+3,709
|
+19%
|
|
|
224
|
Clarendon Private
Boston,
Massachusetts
|
$635K
|
+$198K
|
+7,052
|
+47%
|
|
|
225
|
Csenge Advisory Group
Clearwater,
Florida
|
$626K
|
+$618K
|
+21,945
|
New
|
|
