|
126
|
XY Planning Network
Bozeman,
Montana
|
$452K
|
+$464K
|
+6,538
|
New
|
|
|
127
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$449K
|
-$18.8K
|
-265
|
-4%
|
|
|
128
|
Harbour Investments
Madison,
Wisconsin
|
$445K
|
+$123K
|
+1,726
|
+36%
|
|
|
129
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$443K
|
+$113K
|
+1,591
|
+32%
|
|
|
130
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$441K
|
–
|
–
|
–
|
|
|
131
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$420K
|
+$438K
|
+6,166
|
New
|
|
|
132
|
Destination Wealth Management
Walnut Creek,
California
|
$409K
|
-$126K
|
-1,767
|
-23%
|
|
|
133
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$405K
|
–
|
–
|
–
|
|
|
134
|
Madrid Wealth Management
Albuquerque,
New Mexico
|
$399K
|
–
|
–
|
–
|
|
|
135
|
VERITY Wealth Advisors
Sausalito,
United States
|
$394K
|
–
|
–
|
–
|
|
|
136
|
Stifel Financial
St. Louis,
Missouri
|
$392K
|
-$222K
|
-3,120
|
-35%
|
|
|
137
|
Root Financial Partners
Encinitas,
California
|
$386K
|
+$26.8K
|
+377
|
+7%
|
|
|
138
|
Western Wealth Management
Golden,
Colorado
|
$382K
|
+$41.7K
|
+587
|
+12%
|
|
|
139
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$379K
|
-$19.3K
|
-272
|
-5%
|
|
|
140
|
Wealthcare Capital Management
Richmond,
Virginia
|
$368K
|
-$11.4K
|
-160
|
-3%
|
|
|
141
|
Focus Financial Network
Minneapolis,
Minnesota
|
$362K
|
-$7.53K
|
-106
|
-2%
|
|
|
142
|
|
$360K
|
+$376K
|
+5,296
|
New
|
|
|
143
|
Coastline Trust
Providence,
Rhode Island
|
$360K
|
–
|
–
|
–
|
|
|
144
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$353K
|
-$1.28K
|
-18
|
-0.3%
|
|
|
145
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$338K
|
+$9.8K
|
+138
|
+3%
|
|
|
146
|
AQR Capital Management
Greenwich,
Connecticut
|
$336K
|
+$132K
|
+1,863
|
+61%
|
|
|
147
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$336K
|
–
|
–
|
–
|
|
|
148
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$331K
|
+$345K
|
+4,855
|
New
|
|
|
149
|
Merit Financial Group
Alpharetta,
Georgia
|
$329K
|
-$168K
|
-2,368
|
-33%
|
|
|
150
|
Collective Family Office
York,
Pennsylvania
|
$321K
|
–
|
–
|
–
|
|
