|
151
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.25M
|
+$1.25M
|
+13,716
|
New
|
|
|
152
|
Atria Investments
Charlotte,
North Carolina
|
$1.25M
|
-$12.3M
|
-134,152
|
-91%
|
|
|
153
|
Beacon Financial Group
Dallas,
Texas
|
$1.23M
|
-$1.15M
|
-12,618
|
-48%
|
|
|
154
|
Raub Brock Capital Management
Larkspur,
California
|
$1.23M
|
–
|
–
|
–
|
|
|
155
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.22M
|
-$63.2K
|
-691
|
-5%
|
|
|
156
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.21M
|
-$119K
|
-1,298
|
-9%
|
|
|
157
|
Lido Advisors
Los Angeles,
California
|
$1.19M
|
-$179K
|
-1,961
|
-13%
|
|
|
158
|
55I LLC
Boston,
Massachusetts
|
$1.15M
|
-$803K
|
-8,787
|
-41%
|
|
|
159
|
|
$1.13M
|
+$1.13M
|
+12,381
|
New
|
|
|
160
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.13M
|
+$201K
|
+2,200
|
+22%
|
|
|
161
|
MJP Associates
Farmington,
Connecticut
|
$1.12M
|
-$43.5K
|
-476
|
-4%
|
|
|
162
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$1.03M
|
-$112K
|
-1,220
|
-10%
|
|
|
163
|
Raleigh Capital Management
Cary,
North Carolina
|
$1.03M
|
+$1.03M
|
+11,224
|
New
|
|
|
164
|
Meitav Investment House
Bene-Beraq,
Israel
|
$1.01M
|
+$222K
|
+2,425
|
+28%
|
|
|
165
|
Belpointe Asset Management
Reno,
Nevada
|
$1M
|
-$334K
|
-3,658
|
-25%
|
|
|
166
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$998K
|
–
|
–
|
–
|
|
|
167
|
First National Bank of South Miami
South Miami,
Florida
|
$996K
|
–
|
–
|
–
|
|
|
168
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$978K
|
–
|
–
|
–
|
|
|
169
|
Scotia Capital
Toronto,
Ontario, Canada
|
$974K
|
-$4.77M
|
-52,175
|
-83%
|
|
|
170
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$955K
|
+$955K
|
+10,445
|
New
|
|
|
171
|
Ceera Investments
Bellaire,
Texas
|
$954K
|
-$1.14M
|
-12,425
|
-54%
|
|
|
172
|
TriaGen Wealth Management
Calabasas,
California
|
$938K
|
-$138K
|
-1,504
|
-13%
|
|
|
173
|
Baystate Wealth Management
Boston,
Massachusetts
|
$913K
|
+$113K
|
+1,232
|
+14%
|
|
|
174
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$895K
|
+$235K
|
+2,568
|
+36%
|
|
|
175
|
GeoWealth Management
Chicago,
Illinois
|
$892K
|
+$149K
|
+1,633
|
+20%
|
|
