|
176
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$287K
|
-$18.4K
|
-368
|
-6%
|
|
|
177
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$285K
|
-$153K
|
-3,064
|
-35%
|
|
|
178
|
Lindbrook Capital
Calabasas,
California
|
$284K
|
+$284K
|
+5,680
|
New
|
|
|
179
|
Creative Planning
Overland Park,
Kansas
|
$275K
|
-$375K
|
-7,519
|
-58%
|
|
|
180
|
Venture Visionary Partners
Sylvania,
Ohio
|
$270K
|
–
|
–
|
–
|
|
|
181
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$259K
|
-$43.6K
|
-873
|
-14%
|
|
|
182
|
Insigneo Advisory Services
Miami,
Florida
|
$250K
|
-$30K
|
-600
|
-11%
|
|
|
183
|
Occidental Asset Management
Burlingame,
California
|
$250K
|
–
|
–
|
–
|
|
|
184
|
Clarus Group
Houston,
Texas
|
$250K
|
+$250K
|
+5,000
|
New
|
|
|
185
|
NWAM LLC
Mercer Island,
Washington
|
$244K
|
+$243K
|
+4,874
|
New
|
|
|
186
|
Latitude Advisors
Vero Beach,
Florida
|
$240K
|
+$240K
|
+4,803
|
New
|
|
|
187
|
Strategic Advocates
Logan,
Utah
|
$228K
|
+$227K
|
+4,550
|
New
|
|
|
188
|
Level Four Advisory Services
Dallas,
Texas
|
$222K
|
-$52K
|
-1,041
|
-19%
|
|
|
189
|
Verity Asset Management
Durham,
North Carolina
|
$219K
|
+$218K
|
+4,370
|
New
|
|
|
190
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$208K
|
–
|
–
|
–
|
|
|
191
|
Westside Investment Management
Santa Monica,
California
|
$208K
|
+$13.5K
|
+270
|
+7%
|
|
|
192
|
Silverlake Wealth Management
Williston,
Vermont
|
$204K
|
-$152K
|
-3,047
|
-43%
|
|
|
193
|
|
$203K
|
-$1.4K
|
-28
|
-0.7%
|
|
|
194
|
Wells Fargo
San Francisco,
California
|
$181K
|
-$128K
|
-2,559
|
-41%
|
|
|
195
|
Bank of America
Charlotte,
North Carolina
|
$167K
|
-$89.5K
|
-1,792
|
-35%
|
|
|
196
|
EP Wealth Advisors
Torrance,
California
|
$162K
|
+$161K
|
+3,230
|
New
|
|
|
197
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$153K
|
+$73.8K
|
+1,479
|
+93%
|
|
|
198
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$95K
|
+$94.8K
|
+1,899
|
New
|
|
|
199
|
PSI Advisors
Tampa,
Florida
|
$76.7K
|
-$10.6K
|
-213
|
-12%
|
|
|
200
|
Creative Financial Designs
Kokomo,
Indiana
|
$73.7K
|
+$37.2K
|
+745
|
+102%
|
|
