|
126
|
Level Four Advisory Services
Dallas,
Texas
|
$2.46M
|
+$2.04M
|
+22,311
|
+486%
|
|
|
127
|
Blue Square Asset Management
New York
|
$2.46M
|
-$12.7M
|
-138,441
|
-84%
|
|
|
128
|
Managed Account Services
Coconut Grove,
Florida
|
$2.44M
|
-$3.21M
|
-35,057
|
-57%
|
|
|
129
|
Howard Financial Services
Dallas,
Texas
|
$2.41M
|
+$1.96M
|
+21,361
|
+427%
|
|
|
130
|
TD Private Client Wealth
New York
|
$2.31M
|
+$4.85K
|
+53
|
+0.2%
|
|
|
131
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$2.29M
|
+$920K
|
+10,054
|
+67%
|
|
|
132
|
SlateStone Wealth
Jupiter,
Florida
|
$2.26M
|
-$930K
|
-10,157
|
-29%
|
|
|
133
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$2.24M
|
+$27.5K
|
+300
|
+1%
|
|
|
134
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$2.18M
|
+$2.18M
|
+23,794
|
New
|
|
|
135
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2.15M
|
-$1.67M
|
-18,237
|
-44%
|
|
|
136
|
Lucia Wealth Services
San Diego,
California
|
$2.15M
|
+$304K
|
+3,316
|
+16%
|
|
|
137
|
Clarius Group LLC
Seattle,
Washington
|
$2.13M
|
-$1.26M
|
-13,744
|
-37%
|
|
|
138
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.12M
|
+$541K
|
+5,910
|
+34%
|
|
|
139
|
Kays Financial Advisory
Atlanta,
Georgia
|
$2.06M
|
+$1.72M
|
+18,797
|
+503%
|
|
|
140
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.04M
|
+$152K
|
+1,661
|
+8%
|
|
|
141
|
Delta Investment Management
San Francisco,
California
|
$2.03M
|
-$13.5K
|
-148
|
-0.7%
|
|
|
142
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$2M
|
-$154K
|
-1,678
|
-7%
|
|
|
143
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.99M
|
-$5.09M
|
-55,590
|
-72%
|
|
|
144
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.89M
|
-$217K
|
-2,367
|
-10%
|
|
|
145
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.87M
|
+$113K
|
+1,237
|
+6%
|
|
|
146
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$1.79M
|
+$75.7K
|
+827
|
+4%
|
|
|
147
|
Certuity
North Palm Beach,
Florida
|
$1.78M
|
–
|
–
|
–
|
|
|
148
|
Cedar Capital
Barrington,
Illinois
|
$1.75M
|
-$1.48M
|
-16,215
|
-46%
|
|
|
149
|
CX Institutional
Auburn,
Indiana
|
$1.75M
|
+$251K
|
+2,746
|
+17%
|
|
|
150
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$1.73M
|
-$350K
|
-3,826
|
-17%
|
|
