|
151
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$2.31M
|
+$691K
|
+16,535
|
+42%
|
|
|
152
|
WealthOne
Albany,
New York
|
$2.31M
|
+$1.63K
|
+39
|
+0.1%
|
|
|
153
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.27M
|
–
|
–
|
–
|
|
|
154
|
CVA Family Office
Denver,
Colorado
|
$2.18M
|
-$374K
|
-8,949
|
-15%
|
|
|
155
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$2.08M
|
-$57.2K
|
-1,369
|
-3%
|
|
|
156
|
Montag & Associates
Atlanta,
Georgia
|
$2.08M
|
+$7.28K
|
+174
|
+0.3%
|
|
|
157
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.06M
|
+$16.3K
|
+391
|
+0.8%
|
|
|
158
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$2.03M
|
+$21.2K
|
+506
|
+1%
|
|
|
159
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.96M
|
-$42.6K
|
-1,020
|
-2%
|
|
|
160
|
InterOcean Capital Group
Nashville,
Tennessee
|
$1.94M
|
+$209
|
+5
|
+0%
|
|
|
161
|
Northern Trust
Chicago,
Illinois
|
$1.94M
|
-$123K
|
-2,936
|
-6%
|
|
|
162
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.89M
|
-$110K
|
-2,635
|
-6%
|
|
|
163
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$1.88M
|
-$516K
|
-12,330
|
-21%
|
|
|
164
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.87M
|
+$87.9K
|
+2,103
|
+5%
|
|
|
165
|
Five Oceans Advisors
Santa Monica,
California
|
$1.84M
|
+$113K
|
+2,711
|
+7%
|
|
|
166
|
|
$1.83M
|
+$1.28M
|
+30,636
|
+231%
|
|
|
167
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1.82M
|
+$777K
|
+18,579
|
+73%
|
|
|
168
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.82M
|
-$111K
|
-2,666
|
-6%
|
|
|
169
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.77M
|
+$6.48K
|
+155
|
+0.4%
|
|
|
170
|
LAM Group
Lake Oswego,
Oregon
|
$1.76M
|
+$1.76M
|
+42,179
|
New
|
|
|
171
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.72M
|
+$176K
|
+4,209
|
+11%
|
|
|
172
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.68M
|
-$45.9K
|
-1,098
|
-3%
|
|
|
173
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.68M
|
+$209K
|
+5,009
|
+14%
|
|
|
174
|
Tortoise Investment Management
White Plains,
New York
|
$1.65M
|
+$782K
|
+18,715
|
+89%
|
|
|
175
|
M Holdings Securities
Portland,
Oregon
|
$1.61M
|
+$62K
|
+1,483
|
+4%
|
|
