|
151
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$509K
|
+$18.1K
|
+113
|
+4%
|
|
|
152
|
Wealth Advisors
Rancho Santa Fe,
California
|
$508K
|
+$250K
|
+1,560
|
+109%
|
|
|
153
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$501K
|
–
|
–
|
–
|
|
|
154
|
Newport Wealth Strategies
Irvine,
California
|
$497K
|
–
|
–
|
–
|
|
|
155
|
Narwhal Capital Management
Marietta,
Georgia
|
$476K
|
–
|
–
|
–
|
|
|
156
|
Cresset Asset Management
Chicago,
Illinois
|
$453K
|
+$427K
|
+2,665
|
New
|
|
|
157
|
Inscription Capital
Houston,
Texas
|
$442K
|
+$106K
|
+663
|
+34%
|
|
|
158
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$439K
|
–
|
–
|
–
|
|
|
159
|
Avantax Advisory Services
Dallas,
Texas
|
$430K
|
-$153K
|
-956
|
-27%
|
|
|
160
|
Scotia Capital
Toronto,
Ontario, Canada
|
$424K
|
+$399K
|
+2,494
|
New
|
|
|
161
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$421K
|
-$19.8K
|
-124
|
-5%
|
|
|
162
|
Sonata Capital Group
Seattle,
Washington
|
$420K
|
+$395K
|
+2,470
|
New
|
|
|
163
|
Neuberger Berman Group
New York
|
$417K
|
+$52K
|
+325
|
+15%
|
|
|
164
|
Davenport & Co
Richmond,
Virginia
|
$410K
|
+$3.52K
|
+22
|
+0.9%
|
|
|
165
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$406K
|
+$326K
|
+2,037
|
+580%
|
|
|
166
|
Paul John Balson
Marina Del Rey,
California
|
$402K
|
+$379K
|
+2,365
|
New
|
|
|
167
|
Evoke Wealth
Los Angeles,
California
|
$400K
|
–
|
–
|
–
|
|
|
168
|
Lighthouse Financial Advisors
New Market,
Maryland
|
$396K
|
-$13.3K
|
-83
|
-3%
|
|
|
169
|
Csenge Advisory Group
Clearwater,
Florida
|
$394K
|
-$648K
|
-4,051
|
-64%
|
|
|
170
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$394K
|
-$261K
|
-1,631
|
-41%
|
|
|
171
|
Berry Group
Worcester,
Massachusetts
|
$374K
|
–
|
–
|
–
|
|
|
172
|
NFP Retirement Inc
Aliso Viejo,
California
|
$363K
|
+$8K
|
+50
|
+2%
|
|
|
173
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$355K
|
+$335K
|
+2,090
|
New
|
|
|
174
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$341K
|
–
|
–
|
–
|
|
|
175
|
ProVise Management Group
Clearwater,
Florida
|
$338K
|
+$318K
|
+1,989
|
New
|
|
