|
151
|
First National Trust
Hermitage,
Pennsylvania
|
$3.44M
|
–
|
–
|
–
|
|
|
152
|
Family Management
New York
|
$3.4M
|
+$1.69M
|
+87,298
|
+86%
|
|
|
153
|
Waverly Advisors
Birmingham,
Alabama
|
$3.36M
|
+$73.5K
|
+3,798
|
+2%
|
|
|
154
|
Bayview Asset Management
Coral Gables,
Florida
|
$3.34M
|
-$1.64M
|
-84,774
|
-31%
|
|
|
155
|
Baker Avenue Asset Management
San Francisco,
California
|
$3.33M
|
+$314K
|
+16,228
|
+10%
|
|
|
156
|
Parkwood LLC
Cleveland,
Ohio
|
$3.21M
|
–
|
–
|
–
|
|
|
157
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$3.14M
|
+$89.6K
|
+4,628
|
+3%
|
|
|
158
|
Intellectus Partners
San Francisco,
California
|
$3.1M
|
+$418K
|
+21,584
|
+14%
|
|
|
159
|
CIBC World Market
Toronto,
Ontario, Canada
|
$3.08M
|
-$350K
|
-18,087
|
-10%
|
|
|
160
|
Universal-Beteiligungs- und Servicegesellschaft
Frankfurt Am Main,
Germany
|
$3.07M
|
+$223K
|
+11,525
|
+7%
|
|
|
161
|
IHT Wealth Management
Chicago,
Illinois
|
$3.03M
|
+$174K
|
+8,983
|
+6%
|
|
|
162
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$3.03M
|
+$508K
|
+26,233
|
+19%
|
|
|
163
|
Joel Isaacson & Co
New York
|
$3M
|
+$17.3K
|
+893
|
+0.5%
|
|
|
164
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.98M
|
-$382K
|
-19,726
|
-11%
|
|
|
165
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2.98M
|
+$664K
|
+34,322
|
+26%
|
|
|
166
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$2.98M
|
+$6.93K
|
+358
|
+0.2%
|
|
|
167
|
LFG Wealth Partners
Elizabethtown,
Kentucky
|
$2.96M
|
+$821K
|
+42,384
|
+35%
|
|
|
168
|
Cornerstone Select Advisors
St. Louis,
Missouri
|
$2.95M
|
+$175K
|
+9,015
|
+6%
|
|
|
169
|
Curated Wealth Partners
El Segundo,
California
|
$2.92M
|
+$168K
|
+8,660
|
+6%
|
|
|
170
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.91M
|
-$3.39M
|
-175,365
|
-52%
|
|
|
171
|
Farther Finance Advisors
San Francisco,
California
|
$2.87M
|
+$457K
|
+23,590
|
+17%
|
|
|
172
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.85M
|
-$104K
|
-5,358
|
-3%
|
|
|
173
|
Waterloo Capital
Austin,
Texas
|
$2.84M
|
+$43K
|
+2,221
|
+1%
|
|
|
174
|
Cottage Street Advisors
Marion,
Massachusetts
|
$2.84M
|
-$393K
|
-20,316
|
-11%
|
|
|
175
|
|
$2.79M
|
-$26.6K
|
-1,372
|
-0.9%
|
|
