|
151
|
Vance Wealth
Santa Clarita,
California
|
$1.41M
|
-$47.5K
|
-656
|
-3%
|
|
|
152
|
WNY Asset Management
Williamsville,
New York
|
$1.38M
|
–
|
–
|
–
|
|
|
153
|
Franklin Resources
San Mateo,
California
|
$1.37M
|
+$19.6K
|
+271
|
+1%
|
|
|
154
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.34M
|
-$48.9K
|
-675
|
-4%
|
|
|
155
|
Spire Wealth Management
Mclean,
Virginia
|
$1.3M
|
+$713K
|
+9,856
|
+126%
|
|
|
156
|
Berkeley Inc
Boise,
Idaho
|
$1.26M
|
+$87.9K
|
+1,214
|
+8%
|
|
|
157
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.21M
|
+$1.19M
|
+16,486
|
New
|
|
|
158
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$1.21M
|
+$1.19M
|
+16,420
|
New
|
|
|
159
|
Shore Point Advisors
Brielle,
New Jersey
|
$1.21M
|
-$88.5K
|
-1,222
|
-7%
|
|
|
160
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.2M
|
+$22.1K
|
+306
|
+2%
|
|
|
161
|
Arrowroot Family Office
Marina Del Rey,
California
|
$1.2M
|
+$1.18M
|
+16,271
|
New
|
|
|
162
|
Hall Private Wealth Advisors
Waxhaw,
North Carolina
|
$1.16M
|
+$40.2K
|
+555
|
+4%
|
|
|
163
|
Round Rock Advisors
Wilton,
Connecticut
|
$1.16M
|
+$18.8K
|
+260
|
+2%
|
|
|
164
|
Centurion Wealth Management
Mclean,
Virginia
|
$1.12M
|
+$321K
|
+4,441
|
+41%
|
|
|
165
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$1.12M
|
-$425K
|
-5,875
|
-28%
|
|
|
166
|
Essex Financial Services
Essex,
Connecticut
|
$1.08M
|
+$145
|
+2
|
+0%
|
|
|
167
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$1.07M
|
+$207K
|
+2,865
|
+24%
|
|
|
168
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$1.07M
|
-$497K
|
-6,873
|
-32%
|
|
|
169
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.06M
|
-$48.9K
|
-675
|
-4%
|
|
|
170
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.06M
|
+$49.9K
|
+689
|
+5%
|
|
|
171
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.05M
|
-$91.4K
|
-1,263
|
-8%
|
|
|
172
|
Tectonic Advisors
Frisco,
Texas
|
$1.04M
|
+$4.49K
|
+62
|
+0.4%
|
|
|
173
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$1.03M
|
+$290
|
+4
|
+0%
|
|
|
174
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$1.03M
|
+$358K
|
+4,944
|
+55%
|
|
|
175
|
Segment Wealth Management
Houston,
Texas
|
$1.01M
|
-$3.12M
|
-43,159
|
-76%
|
|
