|
151
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.15M
|
+$1.15M
|
+22,864
|
New
|
|
|
152
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.14M
|
+$530K
|
+10,525
|
+86%
|
|
|
153
|
Cetera Advisors
Denver,
Colorado
|
$1.13M
|
+$364K
|
+7,228
|
+47%
|
|
|
154
|
Atria Investments
Charlotte,
North Carolina
|
$1.13M
|
+$1.13M
|
+22,412
|
New
|
|
|
155
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$1.05M
|
+$1.05M
|
+20,903
|
New
|
|
|
156
|
RFG Advisory
Birmingham,
Alabama
|
$1.02M
|
+$441K
|
+8,753
|
+76%
|
|
|
157
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$1.01M
|
+$1.01M
|
+20,000
|
New
|
|
|
158
|
Leo Brokerage
Hurst,
Texas
|
$996K
|
+$996K
|
+19,785
|
New
|
|
|
159
|
CreativeOne Wealth
Overland Park,
Kansas
|
$985K
|
+$984K
|
+19,556
|
New
|
|
|
160
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$946K
|
+$946K
|
+18,799
|
New
|
|
|
161
|
EPG Wealth Management
Atlanta,
Georgia
|
$941K
|
-$2.42K
|
-48
|
-0.3%
|
|
|
162
|
Tidal Investments
Milwaukee,
Wisconsin
|
$841K
|
+$841K
|
+16,704
|
New
|
|
|
163
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$831K
|
-$33.2M
|
-660,465
|
-98%
|
|
|
164
|
Founders Financial Securities
Towson,
Maryland
|
$814K
|
+$814K
|
+16,175
|
New
|
|
|
165
|
Atria Wealth Solutions
New York
|
$759K
|
+$44K
|
+875
|
+6%
|
|
|
166
|
Private Trust Company
Cleveland,
Ohio
|
$754K
|
+$754K
|
+14,979
|
New
|
|
|
167
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$741K
|
+$59.8K
|
+1,188
|
+9%
|
|
|
168
|
Silver Oak Securities
Jackson,
Tennessee
|
$704K
|
+$703K
|
+13,973
|
New
|
|
|
169
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$681K
|
-$25K
|
-496
|
-4%
|
|
|
170
|
Savant Capital
Rockford,
Illinois
|
$672K
|
-$20.9K
|
-415
|
-3%
|
|
|
171
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$669K
|
+$669K
|
+13,294
|
New
|
|
|
172
|
Creative Planning
Overland Park,
Kansas
|
$656K
|
+$6.85K
|
+136
|
+1%
|
|
|
173
|
Pathstone Family Office
Englewood,
New Jersey
|
$635K
|
+$635K
|
+12,607
|
New
|
|
|
174
|
Magnus Financial Group
New York
|
$624K
|
+$624K
|
+12,404
|
New
|
|
|
175
|
Advisor OS
Chicago,
Illinois
|
$609K
|
+$609K
|
+12,096
|
New
|
|
