|
151
|
DFPG Investments
Sandy,
Utah
|
$2.38M
|
+$67K
|
+1,392
|
+3%
|
|
|
152
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.28M
|
+$2.1M
|
+43,625
|
New
|
|
|
153
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.27M
|
+$212K
|
+4,415
|
+11%
|
|
|
154
|
Red Tortoise LLC
Atlanta,
Georgia
|
$2.27M
|
+$9.34K
|
+194
|
+0.4%
|
|
|
155
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.25M
|
+$2.12M
|
+44,056
|
New
|
|
|
156
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.22M
|
-$117K
|
-2,435
|
-5%
|
|
|
157
|
Cobblestone Capital Advisors
Rochester,
New York
|
$2.21M
|
-$2.12K
|
-44
|
-0.1%
|
|
|
158
|
|
$2.2M
|
–
|
–
|
–
|
|
|
159
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.2M
|
+$102K
|
+2,125
|
+5%
|
|
|
160
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.16M
|
+$2.04M
|
+42,409
|
New
|
|
|
161
|
Power Wealth Management
Alpharetta,
Georgia
|
$2.16M
|
+$2.03M
|
+42,257
|
New
|
|
|
162
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.13M
|
-$4.36M
|
-90,526
|
-68%
|
|
|
163
|
FourThought Financial Partners
Venice,
Florida
|
$2.1M
|
+$130K
|
+2,701
|
+7%
|
|
|
164
|
IEQ Capital
Foster City,
California
|
$2.09M
|
-$549K
|
-11,405
|
-22%
|
|
|
165
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.01M
|
-$18.3K
|
-380
|
-1%
|
|
|
166
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.97M
|
-$74.6K
|
-1,550
|
-4%
|
|
|
167
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$1.97M
|
-$189K
|
-3,930
|
-9%
|
|
|
168
|
Cresset Asset Management
Chicago,
Illinois
|
$1.97M
|
-$269K
|
-5,590
|
-13%
|
|
|
169
|
Astoria Strategic Wealth
Conroe,
Texas
|
$1.97M
|
-$139K
|
-2,893
|
-7%
|
|
|
170
|
Washington Capital Management
Seattle,
Washington
|
$1.93M
|
–
|
–
|
–
|
|
|
171
|
|
$1.91M
|
+$26.5K
|
+550
|
+1%
|
|
|
172
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.91M
|
+$12.6K
|
+261
|
+0.7%
|
|
|
173
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.87M
|
-$3.29M
|
-68,307
|
-65%
|
|
|
174
|
Brightwater Advisory
Tampa,
Florida
|
$1.85M
|
+$1.74M
|
+36,238
|
New
|
|
|
175
|
Midland Wealth Advisors
Effingham,
Illinois
|
$1.84M
|
+$1.74M
|
+36,076
|
New
|
|
