|
126
|
Diversify Advisory Services
Sandy,
Utah
|
$3.38M
|
+$324K
|
+5,750
|
+11%
|
|
|
127
|
Avantax Advisory Services
Dallas,
Texas
|
$3.33M
|
+$215K
|
+3,810
|
+7%
|
|
|
128
|
James Investment Research
Alpha,
Ohio
|
$3.32M
|
+$31K
|
+550
|
+1%
|
|
|
129
|
Snowden Capital Advisors
New York
|
$3.32M
|
+$342K
|
+6,074
|
+12%
|
|
|
130
|
Perigon Wealth Management
San Francisco,
California
|
$3.24M
|
-$7.77K
|
-138
|
-0.2%
|
|
|
131
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$3.22M
|
+$191K
|
+3,391
|
+6%
|
|
|
132
|
SMART Wealth
Omaha,
Nebraska
|
$3.22M
|
+$825K
|
+14,641
|
+36%
|
|
|
133
|
Towneley Capital Management
Laguna Hills,
California
|
$3.21M
|
+$121K
|
+2,154
|
+4%
|
|
|
134
|
Kingdom Financial Group
Peoria,
Arizona
|
$3.17M
|
+$153K
|
+2,724
|
+5%
|
|
|
135
|
Stifel Financial
St. Louis,
Missouri
|
$2.95M
|
-$2.36M
|
-41,938
|
-45%
|
|
|
136
|
Versant Capital Management
Phoenix,
Arizona
|
$2.94M
|
+$900K
|
+15,984
|
+46%
|
|
|
137
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.85M
|
-$362K
|
-6,431
|
-12%
|
|
|
138
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$2.83M
|
+$1.23M
|
+21,901
|
+80%
|
|
|
139
|
WBH Advisory
Baltimore,
Maryland
|
$2.78M
|
+$1.95M
|
+34,531
|
+251%
|
|
|
140
|
One Day In July LLC
Burlington,
Vermont
|
$2.76M
|
+$759K
|
+13,478
|
+39%
|
|
|
141
|
MML Investors Services
Springfield,
Massachusetts
|
$2.71M
|
-$365K
|
-6,473
|
-12%
|
|
|
142
|
Global Endowment Management
Charlotte,
North Carolina
|
$2.69M
|
–
|
–
|
–
|
|
|
143
|
Regions Financial Corp
Birmingham,
Alabama
|
$2.65M
|
-$11.3K
|
-200
|
-0.4%
|
|
|
144
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.63M
|
-$1.17M
|
-20,835
|
-31%
|
|
|
145
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$2.61M
|
+$30K
|
+532
|
+1%
|
|
|
146
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.59M
|
+$2.53M
|
+44,932
|
New
|
|
|
147
|
Gould Asset Management
Claremont,
California
|
$2.56M
|
-$243K
|
-4,315
|
-9%
|
|
|
148
|
RHS Financial
San Francisco,
California
|
$2.54M
|
+$210K
|
+3,724
|
+9%
|
|
|
149
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.49M
|
-$435K
|
-7,724
|
-15%
|
|
|
150
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$2.47M
|
+$55.3K
|
+982
|
+2%
|
|
