|
151
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$425K
|
+$404K
|
+6,304
|
New
|
|
|
152
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$419K
|
+$398K
|
+6,214
|
New
|
|
|
153
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$405K
|
+$385K
|
+6,011
|
New
|
|
|
154
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$405K
|
–
|
–
|
–
|
|
|
155
|
Elevated Private Wealth
Brookfield,
Wisconsin
|
$394K
|
+$374K
|
+5,849
|
New
|
|
|
156
|
Wealth Watch Advisors
Englewood,
Colorado
|
$376K
|
+$357K
|
+5,580
|
New
|
|
|
157
|
SpringVest Wealth Management
Dallas,
Texas
|
$366K
|
–
|
–
|
–
|
|
|
158
|
Claro Advisors
Boston,
Massachusetts
|
$360K
|
+$2.56K
|
+40
|
+0.8%
|
|
|
159
|
Clearstead Advisors
Cleveland,
Ohio
|
$350K
|
–
|
–
|
–
|
|
|
160
|
Modern Wealth Management
Lenexa,
Kansas
|
$346K
|
–
|
–
|
–
|
|
|
161
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$333K
|
–
|
–
|
–
|
|
|
162
|
Institute for Wealth Management
Denver,
Colorado
|
$333K
|
-$13.3K
|
-207
|
-4%
|
|
|
163
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$329K
|
–
|
–
|
–
|
|
|
164
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$325K
|
-$384
|
-6
|
-0.1%
|
|
|
165
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$323K
|
+$52.7K
|
+823
|
+21%
|
|
|
166
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$320K
|
–
|
–
|
–
|
|
|
167
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$315K
|
-$192
|
-3
|
-0.1%
|
|
|
168
|
Altman Advisors
Chicago,
Illinois
|
$313K
|
+$297K
|
+4,640
|
New
|
|
|
169
|
Castleview Partners
Dallas,
Texas
|
$312K
|
+$3.97K
|
+62
|
+1%
|
|
|
170
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$309K
|
–
|
–
|
–
|
|
|
171
|
World Equity Group
Schaumburg,
Illinois
|
$309K
|
-$8.26K
|
-129
|
-3%
|
|
|
172
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$306K
|
+$512
|
+8
|
+0.2%
|
|
|
173
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$298K
|
-$8.96K
|
-140
|
-3%
|
|
|
174
|
Luminist Capital
Grand Rapids,
Michigan
|
$295K
|
+$280K
|
+4,374
|
New
|
|
|
175
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$295K
|
-$192
|
-3
|
-0.1%
|
|
