|
151
|
Planning Directions
Glen Mills,
Pennsylvania
|
$2.46M
|
-$2M
|
-30,948
|
-44%
|
|
|
152
|
TD Private Client Wealth
New York
|
$2.39M
|
+$165K
|
+2,552
|
+7%
|
|
|
153
|
Kestra Advisory Services
Austin,
Texas
|
$2.37M
|
-$71.4K
|
-1,104
|
-3%
|
|
|
154
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.31M
|
-$155K
|
-2,398
|
-6%
|
|
|
155
|
Atria Wealth Solutions
New York
|
$2.29M
|
+$2.35M
|
+36,322
|
New
|
|
|
156
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$2.26M
|
+$4.01K
|
+62
|
+0.2%
|
|
|
157
|
Cabana LLC
Fayetteville,
Arkansas
|
$2.26M
|
+$2.33M
|
+35,956
|
New
|
|
|
158
|
Compass Advisory Group
Melville,
New York
|
$2.25M
|
+$193K
|
+2,977
|
+9%
|
|
|
159
|
Huntington National Bank
Columbus,
Ohio
|
$2.19M
|
–
|
–
|
–
|
|
|
160
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$2.16M
|
-$617K
|
-9,536
|
-22%
|
|
|
161
|
Wealthspire Advisors (New York)
New York
|
$2.13M
|
-$81.8K
|
-1,265
|
-4%
|
|
|
162
|
US Bancorp
Minneapolis,
Minnesota
|
$2.11M
|
+$37.9K
|
+586
|
+2%
|
|
|
163
|
Financial Advisory Partners
Winter Park,
Florida
|
$1.8M
|
-$56K
|
-866
|
-3%
|
|
|
164
|
Latitude Advisors
Vero Beach,
Florida
|
$1.79M
|
+$651K
|
+10,072
|
+55%
|
|
|
165
|
Fagan Associates
Troy,
New York
|
$1.76M
|
-$38.2K
|
-590
|
-2%
|
|
|
166
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.71M
|
+$12.8K
|
+198
|
+0.7%
|
|
|
167
|
FirstPurpose Wealth
Orem,
Utah
|
$1.71M
|
+$491K
|
+7,586
|
+39%
|
|
|
168
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$1.71M
|
-$3.04M
|
-46,988
|
-63%
|
|
|
169
|
Spearhead Capital Advisors
Wellington,
Florida
|
$1.69M
|
+$89.1K
|
+1,377
|
+5%
|
|
|
170
|
Human Investing
Lake Oswego,
Oregon
|
$1.68M
|
+$99.4K
|
+1,536
|
+6%
|
|
|
171
|
Tortoise Investment Management
White Plains,
New York
|
$1.66M
|
+$1.68M
|
+26,022
|
+6,473%
|
|
|
172
|
Keel Point
Huntsville,
Alabama
|
$1.63M
|
-$1.57M
|
-24,209
|
-48%
|
|
|
173
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$1.63M
|
+$8.67K
|
+134
|
+0.5%
|
|
|
174
|
Steward Partners Investment Advisory
New York
|
$1.61M
|
-$429K
|
-6,625
|
-21%
|
|
|
175
|
Values First Advisors
Gray,
Tennessee
|
$1.6M
|
+$75.8K
|
+1,172
|
+5%
|
|
