|
151
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$837K
|
–
|
–
|
–
|
|
|
152
|
GTS Securities
Miami,
Florida
|
$827K
|
-$333K
|
-7,371
|
-29%
|
|
|
153
|
Tillman Hartley LLC
Denver,
Colorado
|
$801K
|
+$777K
|
+17,174
|
New
|
|
|
154
|
Tortoise Investment Management
White Plains,
New York
|
$793K
|
-$9.95K
|
-220
|
-1%
|
|
|
155
|
MML Investors Services
Springfield,
Massachusetts
|
$792K
|
-$668K
|
-14,769
|
-47%
|
|
|
156
|
Ruedi Wealth Management
Champaign,
Illinois
|
$784K
|
-$29.3K
|
-647
|
-4%
|
|
|
157
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$753K
|
+$730K
|
+16,150
|
New
|
|
|
158
|
Montis Financial
Waltham,
Massachusetts
|
$736K
|
–
|
–
|
–
|
|
|
159
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$727K
|
-$109K
|
-2,419
|
-13%
|
|
|
160
|
Glassman Wealth Services
Vienna,
Virginia
|
$713K
|
+$63.2K
|
+1,397
|
+10%
|
|
|
161
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$711K
|
+$121K
|
+2,668
|
+21%
|
|
|
162
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$706K
|
+$335K
|
+7,404
|
+96%
|
|
|
163
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$699K
|
–
|
–
|
–
|
|
|
164
|
Envestnet Asset Management
Chicago,
Illinois
|
$682K
|
-$8.96K
|
-198
|
-1%
|
|
|
165
|
Hutchinson Capital Management
San Rafael,
California
|
$679K
|
–
|
–
|
–
|
|
|
166
|
HB Wealth Management
Atlanta,
Georgia
|
$677K
|
+$657K
|
+14,521
|
New
|
|
|
167
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$676K
|
–
|
–
|
–
|
|
|
168
|
Family Wealth Partners
Matthews,
North Carolina
|
$670K
|
+$11.7K
|
+258
|
+2%
|
|
|
169
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$667K
|
-$52.6K
|
-1,163
|
-8%
|
|
|
170
|
McGrath & Associates
Asheville,
North Carolina
|
$643K
|
+$1.4K
|
+31
|
+0.2%
|
|
|
171
|
Rockefeller Capital Management
New York
|
$607K
|
+$581K
|
+12,835
|
+6,938%
|
|
|
172
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$601K
|
+$53K
|
+1,171
|
+10%
|
|
|
173
|
Define Financial
San Diego,
California
|
$600K
|
+$1.22K
|
+27
|
+0.2%
|
|
|
174
|
Stratos Investment Management
Beachwood,
Ohio
|
$598K
|
-$13.2K
|
-292
|
-2%
|
|
|
175
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$584K
|
+$88.2K
|
+1,949
|
+18%
|
|
