|
126
|
Wiser Wealth Management
Marietta,
Georgia
|
$7.17M
|
+$746K
|
+8,352
|
+12%
|
|
|
127
|
Trilogy Capital
Irvine,
California
|
$7.01M
|
+$6.44M
|
+72,113
|
+1,327%
|
|
|
128
|
Day & Ennis
Macon,
Georgia
|
$7M
|
+$108K
|
+1,208
|
+2%
|
|
|
129
|
PNC Managed Account Solutions
Houston,
Texas
|
$6.92M
|
+$6.88M
|
+76,983
|
New
|
|
|
130
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$6.92M
|
+$558K
|
+6,246
|
+9%
|
|
|
131
|
TD Private Client Wealth
New York
|
$6.91M
|
+$1.31M
|
+14,703
|
+24%
|
|
|
132
|
Barclays
London,
United Kingdom
|
$6.67M
|
-$45.1M
|
-505,272
|
-87%
|
|
|
133
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.6M
|
–
|
–
|
–
|
|
|
134
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$6.46M
|
+$602K
|
+6,741
|
+10%
|
|
|
135
|
Snowden Capital Advisors
New York
|
$6.44M
|
+$181K
|
+2,024
|
+3%
|
|
|
136
|
Welch & Forbes
Boston,
Massachusetts
|
$6.39M
|
+$93.8K
|
+1,050
|
+2%
|
|
|
137
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$6.32M
|
+$215K
|
+2,410
|
+4%
|
|
|
138
|
Brickley Wealth Management
San Mateo,
California
|
$6.27M
|
+$335K
|
+3,753
|
+6%
|
|
|
139
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$6.21M
|
+$288K
|
+3,225
|
+5%
|
|
|
140
|
NEPC LLC
Boston,
Massachusetts
|
$6.11M
|
–
|
–
|
–
|
|
|
141
|
Pasadena Private Wealth
Pasadena,
California
|
$6.04M
|
+$6M
|
+67,155
|
New
|
|
|
142
|
Natixis Advisors
Boston,
Massachusetts
|
$5.96M
|
+$755K
|
+8,453
|
+15%
|
|
|
143
|
SigFig Wealth Management
San Francisco,
California
|
$5.83M
|
+$590K
|
+6,611
|
+11%
|
|
|
144
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$5.83M
|
-$4.14M
|
-46,391
|
-42%
|
|
|
145
|
Prospera Financial Services
Dallas,
Texas
|
$5.82M
|
+$179K
|
+2,004
|
+3%
|
|
|
146
|
Cetera Advisors
Denver,
Colorado
|
$5.81M
|
+$692K
|
+7,753
|
+14%
|
|
|
147
|
Private Wealth Strategies
New Albany,
Ohio
|
$5.74M
|
+$183K
|
+2,050
|
+3%
|
|
|
148
|
Waller Financial Planning Group
Columbus,
Ohio
|
$5.73M
|
-$52.6K
|
-589
|
-0.9%
|
|
|
149
|
M&T Bank
Buffalo,
New York
|
$5.68M
|
-$621K
|
-6,948
|
-10%
|
|
|
150
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$5.6M
|
-$1.94M
|
-21,675
|
-26%
|
|
