|
151
|
The Family Firm
Bethesda,
Maryland
|
$2.48M
|
+$79.8K
|
+855
|
+3%
|
|
|
152
|
EP Wealth Advisors
Torrance,
California
|
$2.45M
|
+$125K
|
+1,340
|
+5%
|
|
|
153
|
Steward Partners Investment Advisory
New York
|
$2.39M
|
+$59.7K
|
+640
|
+3%
|
|
|
154
|
|
$2.35M
|
+$2.04M
|
+21,841
|
+727%
|
|
|
155
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.29M
|
+$436K
|
+4,670
|
+24%
|
|
|
156
|
Insight Wealth Partners
Plano,
Texas
|
$2.25M
|
+$130K
|
+1,391
|
+6%
|
|
|
157
|
Equitable Holdings
New York
|
$2.22M
|
-$71.6K
|
-767
|
-3%
|
|
|
158
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
$2.18M
|
+$2.15M
|
+23,080
|
New
|
|
|
159
|
EWG Elevate
Roseville,
California
|
$2.12M
|
-$39.4K
|
-422
|
-2%
|
|
|
160
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$2.12M
|
-$141K
|
-1,513
|
-6%
|
|
|
161
|
SignalPoint Asset Management
Springfield,
Missouri
|
$2.1M
|
+$669K
|
+7,165
|
+48%
|
|
|
162
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$2.06M
|
-$507K
|
-5,428
|
-20%
|
|
|
163
|
Parallel Advisors
San Francisco,
California
|
$2.06M
|
-$414K
|
-4,431
|
-17%
|
|
|
164
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$2.05M
|
+$158K
|
+1,689
|
+8%
|
|
|
165
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.03M
|
-$2.34M
|
-25,045
|
-54%
|
|
|
166
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$1.99M
|
+$16.1K
|
+173
|
+0.8%
|
|
|
167
|
Atria Investments
Charlotte,
North Carolina
|
$1.99M
|
+$352K
|
+3,769
|
+22%
|
|
|
168
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.96M
|
-$300K
|
-3,217
|
-13%
|
|
|
169
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$1.9M
|
+$3.29M
|
+35,265
|
+714%
|
|
|
170
|
Davenport & Co
Richmond,
Virginia
|
$1.78M
|
+$345K
|
+3,695
|
+24%
|
|
|
171
|
Emergent Wealth Advisors
Williamsville,
New York
|
$1.75M
|
+$659K
|
+7,065
|
+62%
|
|
|
172
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$1.75M
|
-$8.87K
|
-95
|
-0.5%
|
|
|
173
|
Creative Planning
Overland Park,
Kansas
|
$1.71M
|
-$874K
|
-9,364
|
-34%
|
|
|
174
|
Renaissance Technologies
New York
|
$1.7M
|
+$1.68M
|
+18,000
|
New
|
|
|
175
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.7M
|
-$45.6K
|
-489
|
-3%
|
|
