|
151
|
New Millennium Group
Sandy,
Utah
|
$3.87M
|
+$381K
|
+3,683
|
+10%
|
|
|
152
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$3.86M
|
-$3.61M
|
-34,894
|
-47%
|
|
|
153
|
Vista Cima Wealth Management
Surprise,
Arizona
|
$3.84M
|
+$4.04M
|
+39,012
|
New
|
|
|
154
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.73M
|
+$231K
|
+2,232
|
+6%
|
|
|
155
|
&Partners
Nashville,
Tennessee
|
$3.59M
|
+$904K
|
+8,731
|
+32%
|
|
|
156
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.43M
|
-$13M
|
-125,484
|
-78%
|
|
|
157
|
|
$3.42M
|
-$2.78M
|
-26,874
|
-44%
|
|
|
158
|
Stephens Consulting
Flint,
Michigan
|
$3.4M
|
+$407K
|
+3,928
|
+13%
|
|
|
159
|
Centerpoint Advisory Group
Overland Park,
Kansas
|
$3.34M
|
+$3.52M
|
+33,966
|
New
|
|
|
160
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$2.99M
|
+$3.09M
|
+29,841
|
New
|
|
|
161
|
Truist Financial
Charlotte,
North Carolina
|
$2.97M
|
+$50.4K
|
+487
|
+2%
|
|
|
162
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.9M
|
+$332K
|
+3,203
|
+12%
|
|
|
163
|
BFSG LLC
Irvine,
California
|
$2.89M
|
+$308K
|
+2,979
|
+11%
|
|
|
164
|
Concentrum Wealth Management
San Jose,
California
|
$2.86M
|
+$321K
|
+3,097
|
+12%
|
|
|
165
|
Kingswood Wealth Advisors
San Diego,
California
|
$2.69M
|
+$1.89M
|
+18,244
|
+202%
|
|
|
166
|
Prospera Financial Services
Dallas,
Texas
|
$2.64M
|
+$2.77M
|
+26,801
|
New
|
|
|
167
|
Family Capital Management
Grand Rapids,
Michigan
|
$2.58M
|
+$290K
|
+2,797
|
+12%
|
|
|
168
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$2.56M
|
+$2.69M
|
+25,958
|
New
|
|
|
169
|
MAI Capital Management
Independence,
Ohio
|
$2.55M
|
+$227K
|
+2,190
|
+9%
|
|
|
170
|
United Asset Strategies
Garden City,
New York
|
$2.54M
|
+$837K
|
+8,083
|
+46%
|
|
|
171
|
Atria Investments
Charlotte,
North Carolina
|
$2.54M
|
-$59.7K
|
-577
|
-2%
|
|
|
172
|
Tempus Wealth Planning
Irvine,
California
|
$2.53M
|
+$2.66M
|
+25,660
|
New
|
|
|
173
|
Venturi Wealth Management
Austin,
Texas
|
$2.46M
|
+$392K
|
+3,786
|
+18%
|
|
|
174
|
Peak Financial Advisors
Denver,
Colorado
|
$2.4M
|
+$2.52M
|
+24,377
|
New
|
|
|
175
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.37M
|
+$2.49M
|
+24,026
|
New
|
|
