|
201
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.95M
|
+$2.1M
|
+21,654
|
New
|
|
|
202
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$1.95M
|
+$2.09M
|
+21,610
|
New
|
|
|
203
|
Bayesian Capital Management
Brooklyn,
New York
|
$1.9M
|
+$2.04M
|
+21,100
|
New
|
|
|
204
|
Hollow Brook Wealth Management
Katonah,
New York
|
$1.88M
|
-$77.9K
|
-804
|
-4%
|
|
|
205
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.88M
|
+$160K
|
+1,654
|
+9%
|
|
|
206
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.86M
|
+$1.25M
|
+12,892
|
+166%
|
|
|
207
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.84M
|
-$582K
|
-6,008
|
-23%
|
|
|
208
|
Lyell Wealth Management
Menlo Park,
California
|
$1.81M
|
-$94.3K
|
-973
|
-5%
|
|
|
209
|
PFG Advisors
Phoenix,
Arizona
|
$1.81M
|
-$6.86M
|
-70,774
|
-78%
|
|
|
210
|
Crown Advisors Management
Larkspur,
California
|
$1.8M
|
–
|
–
|
–
|
|
|
211
|
Legal Advantage Investments
Los Altos Hills,
California
|
$1.8M
|
-$58.1K
|
-600
|
-3%
|
|
|
212
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.8M
|
+$496K
|
+5,117
|
+36%
|
|
|
213
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.79M
|
-$23.1K
|
-238
|
-1%
|
|
|
214
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.77M
|
+$22.9K
|
+236
|
+1%
|
|
|
215
|
Verity Asset Management
Durham,
North Carolina
|
$1.77M
|
-$39.1K
|
-404
|
-2%
|
|
|
216
|
AE Wealth Management
Topeka,
Kansas
|
$1.76M
|
+$783K
|
+8,083
|
+71%
|
|
|
217
|
Summit Global Investments
Bountiful,
Utah
|
$1.73M
|
+$1.87M
|
+19,259
|
New
|
|
|
218
|
Legacy Bridge
West Des Moines,
Iowa
|
$1.73M
|
+$2.42K
|
+25
|
+0.1%
|
|
|
219
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.72M
|
-$87.7K
|
-905
|
-5%
|
|
|
220
|
&Partners
Nashville,
Tennessee
|
$1.69M
|
+$1.13M
|
+11,678
|
+175%
|
|
|
221
|
LGL Partners
Philadelphia,
Pennsylvania
|
$1.65M
|
-$185K
|
-1,905
|
-9%
|
|
|
222
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.64M
|
+$866K
|
+8,938
|
+97%
|
|
|
223
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.64M
|
-$96.5K
|
-996
|
-5%
|
|
|
224
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.63M
|
-$58.1K
|
-600
|
-3%
|
|
|
225
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$1.63M
|
–
|
–
|
–
|
|
