|
151
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.16M
|
+$2.25M
|
+21,733
|
New
|
|
|
152
|
Corient Private Wealth
Miami,
Florida
|
$2.16M
|
+$1.41M
|
+13,670
|
+171%
|
|
|
153
|
Alternative Investment Advisors
Maitland,
Florida
|
$2.15M
|
-$178K
|
-1,722
|
-7%
|
|
|
154
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$2.15M
|
+$970K
|
+9,376
|
+77%
|
|
|
155
|
Avid Wealth Partners
San Antonio,
Texas
|
$2.13M
|
+$120K
|
+1,162
|
+6%
|
|
|
156
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$2.07M
|
-$304K
|
-2,941
|
-12%
|
|
|
157
|
Defined Financial Planning
San Rafael,
California
|
$1.97M
|
+$2.05M
|
+19,797
|
New
|
|
|
158
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.94M
|
+$276K
|
+2,671
|
+16%
|
|
|
159
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.94M
|
-$7.27M
|
-70,299
|
-78%
|
|
|
160
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.94M
|
-$7.27M
|
-70,299
|
-78%
|
|
|
161
|
Choreo LLC
Rockford,
Illinois
|
$1.91M
|
-$88.9K
|
-859
|
-4%
|
|
|
162
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$1.88M
|
+$286K
|
+2,760
|
+17%
|
|
|
163
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.88M
|
-$427K
|
-4,123
|
-18%
|
|
|
164
|
Advisory Services Network
Atlanta,
Georgia
|
$1.81M
|
+$116K
|
+1,124
|
+7%
|
|
|
165
|
Savvy Advisors Inc
New York
|
$1.79M
|
+$944K
|
+9,120
|
+102%
|
|
|
166
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.75M
|
+$724
|
+7
|
+0%
|
|
|
167
|
West Wealth Group
Irvine,
California
|
$1.72M
|
+$487K
|
+4,703
|
+37%
|
|
|
168
|
Parallel Advisors
San Francisco,
California
|
$1.72M
|
-$830K
|
-8,026
|
-32%
|
|
|
169
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.72M
|
+$256K
|
+2,472
|
+17%
|
|
|
170
|
Values First Advisors
Gray,
Tennessee
|
$1.71M
|
+$621K
|
+6,001
|
+54%
|
|
|
171
|
Avantax Advisory Services
Dallas,
Texas
|
$1.71M
|
+$89.3K
|
+863
|
+5%
|
|
|
172
|
Collective Family Office
York,
Pennsylvania
|
$1.69M
|
-$38K
|
-367
|
-2%
|
|
|
173
|
Syon Capital
San Francisco,
California
|
$1.67M
|
-$8.89M
|
-85,900
|
-84%
|
|
|
174
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.62M
|
-$568K
|
-5,493
|
-25%
|
|
|
175
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.52M
|
-$45.5K
|
-440
|
-3%
|
|
