|
151
|
Fermata Advisors
Sonoma,
California
|
$493K
|
+$488K
|
+6,183
|
New
|
|
|
152
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$471K
|
-$4.31M
|
-54,595
|
-90%
|
|
|
153
|
Private Trust Company
Cleveland,
Ohio
|
$443K
|
–
|
–
|
–
|
|
|
154
|
First Horizon Advisors
Memphis,
Tennessee
|
$436K
|
–
|
–
|
–
|
|
|
155
|
Avantax Advisory Services
Dallas,
Texas
|
$432K
|
+$427K
|
+5,413
|
New
|
|
|
156
|
Institute for Wealth Management
Denver,
Colorado
|
$419K
|
-$1.5K
|
-19
|
-0.4%
|
|
|
157
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$414K
|
–
|
–
|
–
|
|
|
158
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$412K
|
-$46.1K
|
-585
|
-10%
|
|
|
159
|
Cantor Fitzgerald
New York
|
$395K
|
–
|
–
|
–
|
|
|
160
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$390K
|
+$71K
|
+900
|
+23%
|
|
|
161
|
TRUADVICE
Sarasota,
Florida
|
$369K
|
+$364K
|
+4,611
|
New
|
|
|
162
|
Steward Partners Investment Advisory
New York
|
$364K
|
+$24.5K
|
+310
|
+7%
|
|
|
163
|
High Net Worth Advisory Group
Naples,
Florida
|
$348K
|
+$197K
|
+2,498
|
+134%
|
|
|
164
|
Verition Fund Management
Greenwich,
Connecticut
|
$345K
|
+$342K
|
+4,332
|
New
|
|
|
165
|
|
$340K
|
–
|
–
|
–
|
|
|
166
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$336K
|
-$7.89K
|
-100
|
-2%
|
|
|
167
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$336K
|
–
|
–
|
–
|
|
|
168
|
Orcam Financial Group
Encinitas,
California
|
$331K
|
+$79.4K
|
+1,006
|
+32%
|
|
|
169
|
Trexquant Investment
Stamford,
Connecticut
|
$320K
|
+$317K
|
+4,015
|
New
|
|
|
170
|
Integrated Advisors Network
Dallas,
Texas
|
$307K
|
+$15.3K
|
+194
|
+5%
|
|
|
171
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$295K
|
–
|
–
|
–
|
|
|
172
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$289K
|
–
|
–
|
–
|
|
|
173
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$282K
|
–
|
–
|
–
|
|
|
174
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$274K
|
-$33.4K
|
-423
|
-11%
|
|
|
175
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$260K
|
+$22K
|
+279
|
+9%
|
|
