|
151
|
Belpointe Asset Management
Reno,
Nevada
|
$764K
|
+$762K
|
+21,918
|
New
|
|
|
152
|
Kalos Management
Alpharetta,
Georgia
|
$761K
|
+$730K
|
+20,992
|
New
|
|
|
153
|
DFPG Investments
Sandy,
Utah
|
$754K
|
+$43.6K
|
+1,254
|
+6%
|
|
|
154
|
Institute for Wealth Management
Denver,
Colorado
|
$747K
|
+$42.3K
|
+1,217
|
+6%
|
|
|
155
|
Financial Engines Advisors
Santa Clara,
California
|
$732K
|
+$730K
|
+20,996
|
New
|
|
|
156
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$704K
|
+$702K
|
+20,188
|
New
|
|
|
157
|
Csenge Advisory Group
Clearwater,
Florida
|
$643K
|
+$642K
|
+18,457
|
New
|
|
|
158
|
55I LLC
Boston,
Massachusetts
|
$639K
|
-$1.47M
|
-42,308
|
-70%
|
|
|
159
|
|
$637K
|
-$36.6K
|
-1,052
|
-5%
|
|
|
160
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$624K
|
+$37.4K
|
+1,075
|
+6%
|
|
|
161
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$623K
|
-$1.88M
|
-53,968
|
-75%
|
|
|
162
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$606K
|
+$605K
|
+17,403
|
New
|
|
|
163
|
Signet Financial Management
Parsippany,
New Jersey
|
$602K
|
-$92.9K
|
-2,672
|
-14%
|
|
|
164
|
Barber Financial Group
Lenexa,
Kansas
|
$597K
|
-$258K
|
-7,421
|
-30%
|
|
|
165
|
TLWM Financial
San Antonio,
Texas
|
$597K
|
+$58.9K
|
+1,694
|
+11%
|
|
|
166
|
Pinion Investment Advisors
Wichita,
Kansas
|
$589K
|
+$360K
|
+10,349
|
+158%
|
|
|
167
|
Northwest Wealth Management
Spencer,
Iowa
|
$585K
|
-$60.3K
|
-1,735
|
-9%
|
|
|
168
|
First Allied Advisory Services
San Diego,
California
|
$560K
|
+$245K
|
+7,041
|
+77%
|
|
|
169
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$558K
|
+$33.2K
|
+956
|
+6%
|
|
|
170
|
Narus Financial Partners
Salt Lake City,
Utah
|
$541K
|
+$47.8K
|
+1,376
|
+10%
|
|
|
171
|
American Investment Services
Great Barrington,
Massachusetts
|
$521K
|
+$159K
|
+4,565
|
+44%
|
|
|
172
|
Cerity Partners OCIO
New York
|
$513K
|
-$6.47K
|
-186
|
-1%
|
|
|
173
|
Perigon Wealth Management
San Francisco,
California
|
$504K
|
+$500K
|
+14,377
|
New
|
|
|
174
|
Frisch Financial Group
Melville,
New York
|
$484K
|
-$31.8K
|
-916
|
-6%
|
|
|
175
|
Golden State Wealth Management
Santa Ana,
California
|
$484K
|
+$182K
|
+5,227
|
+60%
|
|
