|
126
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$776K
|
+$772K
|
+5,291
|
New
|
|
|
127
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$749K
|
+$2.92K
|
+20
|
+0.4%
|
|
|
128
|
D.A. Davidson & Co
Great Falls,
Montana
|
$722K
|
–
|
–
|
–
|
|
|
129
|
Franklin Resources
San Mateo,
California
|
$694K
|
-$50.2K
|
-344
|
-7%
|
|
|
130
|
Creative Planning
Overland Park,
Kansas
|
$686K
|
+$10.2K
|
+70
|
+2%
|
|
|
131
|
TownSquare Capital
Provo,
Utah
|
$681K
|
+$94.6K
|
+648
|
+16%
|
|
|
132
|
Silicon Valley Capital Partners
San Jose,
California
|
$652K
|
+$2.63K
|
+18
|
+0.4%
|
|
|
133
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$650K
|
+$4.38K
|
+30
|
+0.7%
|
|
|
134
|
Tobias Financial Advisors
Plantation,
Florida
|
$645K
|
–
|
–
|
–
|
|
|
135
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$641K
|
+$97.6K
|
+669
|
+18%
|
|
|
136
|
Lowery Thomas LLC
Pebble Beach,
California
|
$623K
|
-$188K
|
-1,290
|
-23%
|
|
|
137
|
Regal Investment Advisors
Kentwood,
Michigan
|
$621K
|
+$17.4K
|
+119
|
+3%
|
|
|
138
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$614K
|
-$415K
|
-2,846
|
-40%
|
|
|
139
|
Fidelity Investments
Boston,
Massachusetts
|
$571K
|
+$206K
|
+1,412
|
+57%
|
|
|
140
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$546K
|
–
|
–
|
–
|
|
|
141
|
Wealthspire Advisors (New York)
New York
|
$545K
|
-$7.3K
|
-50
|
-1%
|
|
|
142
|
Centaurus Financial
Anaheim,
California
|
$542K
|
-$21.2K
|
-145
|
-4%
|
|
|
143
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$535K
|
-$414K
|
-2,839
|
-44%
|
|
|
144
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$533K
|
+$530K
|
+3,631
|
New
|
|
|
145
|
Encompass Wealth Advisors
Portland,
Oregon
|
$519K
|
+$165K
|
+1,128
|
+47%
|
|
|
146
|
Kestra Private Wealth Services
Austin,
Texas
|
$516K
|
-$7.74K
|
-53
|
-1%
|
|
|
147
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$513K
|
+$1.31K
|
+9
|
+0.3%
|
|
|
148
|
Virtus Family Office
El Paso,
Texas
|
$507K
|
–
|
–
|
–
|
|
|
149
|
West Bancorporation
West Des Moines,
Iowa
|
$506K
|
–
|
–
|
–
|
|
|
150
|
Colony Group
Boston,
Massachusetts
|
$498K
|
-$2.58M
|
-17,661
|
-84%
|
|
