|
126
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.48M
|
+$1.61M
|
+25,111
|
New
|
|
|
127
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.48M
|
+$277K
|
+4,331
|
+21%
|
|
|
128
|
Independent Financial Group
San Diego,
California
|
$1.47M
|
+$533K
|
+8,330
|
+50%
|
|
|
129
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1.46M
|
+$1.58M
|
+24,778
|
New
|
|
|
130
|
WNY Asset Management
Williamsville,
New York
|
$1.44M
|
+$350K
|
+5,478
|
+29%
|
|
|
131
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.44M
|
-$3.07K
|
-48
|
-0.2%
|
|
|
132
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.42M
|
+$1.54M
|
+24,108
|
New
|
|
|
133
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.41M
|
+$656K
|
+10,261
|
+75%
|
|
|
134
|
Cresset Asset Management
Chicago,
Illinois
|
$1.35M
|
+$53.7K
|
+840
|
+4%
|
|
|
135
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.33M
|
-$50.6K
|
-792
|
-3%
|
|
|
136
|
Atria Investments
Charlotte,
North Carolina
|
$1.31M
|
+$1.43M
|
+22,354
|
New
|
|
|
137
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$1.31M
|
+$1.04M
|
+16,205
|
+266%
|
|
|
138
|
HBW Advisory Services
Simi Valley,
California
|
$1.2M
|
-$159K
|
-2,495
|
-11%
|
|
|
139
|
Fort Point Capital Partners
San Francisco,
California
|
$1.16M
|
+$451K
|
+7,056
|
+56%
|
|
|
140
|
Cadence Bank NA
Houston,
Texas
|
$1.14M
|
–
|
–
|
–
|
|
|
141
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.12M
|
+$15.8K
|
+247
|
+1%
|
|
|
142
|
Wela Strategies
Atlanta,
Georgia
|
$1.04M
|
-$3.52K
|
-55
|
-0.3%
|
|
|
143
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.03M
|
+$395K
|
+6,175
|
+55%
|
|
|
144
|
Silverlake Wealth Management
Williston,
Vermont
|
$1.01M
|
+$136K
|
+2,134
|
+14%
|
|
|
145
|
Lido Advisors
Los Angeles,
California
|
$983K
|
+$1.47K
|
+23
|
+0.1%
|
|
|
146
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$978K
|
+$677K
|
+10,586
|
+175%
|
|
|
147
|
My Legacy Advisors
Bend,
Oregon
|
$961K
|
+$510K
|
+7,974
|
+90%
|
|
|
148
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$943K
|
+$43.4K
|
+679
|
+4%
|
|
|
149
|
HighTower Advisors
Chicago,
Illinois
|
$941K
|
+$729K
|
+11,409
|
+251%
|
|
|
150
|
Cetera Advisor Networks
El Segundo,
California
|
$939K
|
+$595K
|
+9,300
|
+139%
|
|
