|
176
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.17M
|
-$54.2K
|
-517
|
-4%
|
|
|
177
|
One Advisory Partners
Overland Park,
Kansas
|
$1.17M
|
+$25.9K
|
+247
|
+2%
|
|
|
178
|
|
$1.15M
|
+$1.15M
|
+10,995
|
New
|
|
|
179
|
Liberty Wealth Management
Oakland,
California
|
$1.15M
|
+$122K
|
+1,161
|
+12%
|
|
|
180
|
MA Private Wealth
San Carlos,
California
|
$1.15M
|
-$338K
|
-3,223
|
-23%
|
|
|
181
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.14M
|
+$13.8K
|
+132
|
+1%
|
|
|
182
|
Collective Family Office
York,
Pennsylvania
|
$1.12M
|
+$1.12M
|
+10,690
|
New
|
|
|
183
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$1.12M
|
+$1.11M
|
+10,631
|
New
|
|
|
184
|
Values First Advisors
Gray,
Tennessee
|
$1.1M
|
+$104K
|
+996
|
+11%
|
|
|
185
|
Farther Finance Advisors
San Francisco,
California
|
$1.09M
|
+$95.2K
|
+909
|
+9%
|
|
|
186
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.09M
|
-$340K
|
-3,244
|
-24%
|
|
|
187
|
High Falls Advisors
Rochester,
New York
|
$1.09M
|
+$100K
|
+955
|
+10%
|
|
|
188
|
Mendel Capital Management
Little Rock,
Arkansas
|
$1.07M
|
+$20.1K
|
+192
|
+2%
|
|
|
189
|
Astoria Portfolio Advisors
New York
|
$1.06M
|
-$131K
|
-1,250
|
-10%
|
|
|
190
|
PFG Advisors
Phoenix,
Arizona
|
$1.06M
|
+$6.39K
|
+61
|
+0.6%
|
|
|
191
|
Mercer Global Advisors
Denver,
Colorado
|
$1.06M
|
+$332K
|
+3,169
|
+46%
|
|
|
192
|
Keebeck Wealth Management
Chicago,
Illinois
|
$1.05M
|
-$177K
|
-1,692
|
-14%
|
|
|
193
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
194
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.02M
|
+$620K
|
+5,916
|
+156%
|
|
|
195
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$1.02M
|
-$99.2K
|
-947
|
-9%
|
|
|
196
|
GenWealth Group
Maplewood,
New Jersey
|
$1.01M
|
-$53.3K
|
-509
|
-5%
|
|
|
197
|
James Investment Research
Alpha,
Ohio
|
$1.01M
|
+$24.1K
|
+230
|
+2%
|
|
|
198
|
My Legacy Advisors
Bend,
Oregon
|
$1M
|
-$140K
|
-1,334
|
-12%
|
|
|
199
|
Ascent Group
Virginia Beach,
Virginia
|
$987K
|
+$271K
|
+2,588
|
+38%
|
|
|
200
|
New Potomac Partners
Bethesda,
Maryland
|
$950K
|
–
|
–
|
–
|
|
