|
151
|
CVFG LLC
Shelbyville,
Indiana
|
$895K
|
+$899K
|
+21,730
|
New
|
|
|
152
|
Focus Partners Wealth
Boston,
Massachusetts
|
$893K
|
+$244K
|
+5,910
|
+37%
|
|
|
153
|
Corient Private Wealth
Miami,
Florida
|
$868K
|
+$303K
|
+7,338
|
+49%
|
|
|
154
|
ProShare Advisors
Bethesda,
Maryland
|
$826K
|
-$92.2K
|
-2,229
|
-10%
|
|
|
155
|
Mutual Advisors
Omaha,
Nebraska
|
$825K
|
+$189K
|
+4,582
|
+30%
|
|
|
156
|
Linscomb Wealth
Houston,
Texas
|
$812K
|
+$317K
|
+7,661
|
+63%
|
|
|
157
|
Kestra Private Wealth Services
Austin,
Texas
|
$803K
|
+$47.9K
|
+1,158
|
+6%
|
|
|
158
|
Kercheville Advisors
San Antonio,
Texas
|
$795K
|
+$327K
|
+7,900
|
+69%
|
|
|
159
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$746K
|
+$316K
|
+7,630
|
+73%
|
|
|
160
|
Evanson Asset Management
Carmel,
California
|
$744K
|
+$748K
|
+18,082
|
New
|
|
|
161
|
VestGen Advisors
Inverness,
Illinois
|
$740K
|
+$63.1K
|
+1,527
|
+10%
|
|
|
162
|
Bramshill Investments
Naples,
Florida
|
$735K
|
-$4.59K
|
-111
|
-0.6%
|
|
|
163
|
Snowden Capital Advisors
New York
|
$732K
|
-$170K
|
-4,117
|
-19%
|
|
|
164
|
Concurrent Investment Advisors
Tampa,
Florida
|
$717K
|
+$309K
|
+7,461
|
+75%
|
|
|
165
|
Simon Quick Advisors
Morristown,
New Jersey
|
$716K
|
–
|
–
|
–
|
|
|
166
|
Cornerstone Management
Duluth,
Georgia
|
$689K
|
–
|
–
|
–
|
|
|
167
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$688K
|
–
|
–
|
–
|
|
|
168
|
&Partners
Nashville,
Tennessee
|
$681K
|
-$62K
|
-1,499
|
-8%
|
|
|
169
|
Caprock Group
Boise,
Idaho
|
$670K
|
-$248K
|
-6,007
|
-27%
|
|
|
170
|
Diversified Trust
Memphis,
Tennessee
|
$669K
|
-$65.2K
|
-1,577
|
-9%
|
|
|
171
|
Bollard Group
Boston,
Massachusetts
|
$668K
|
+$14K
|
+338
|
+2%
|
|
|
172
|
Penbrook Management
New York
|
$655K
|
–
|
–
|
–
|
|
|
173
|
Lido Advisors
Los Angeles,
California
|
$654K
|
+$657K
|
+15,887
|
New
|
|
|
174
|
Novem Group
Rochester,
New York
|
$640K
|
+$10.3K
|
+249
|
+2%
|
|
|
175
|
Fayez Sarofim & Co
Houston,
Texas
|
$605K
|
–
|
–
|
–
|
|
