|
151
|
Wayfinding Financial
Lynnwood,
Washington
|
$10.6M
|
+$263K
|
+5,360
|
+3%
|
|
|
152
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$10.2M
|
-$731K
|
-14,897
|
-7%
|
|
|
153
|
Eagle Strategies
New York
|
$10.1M
|
-$3.53K
|
-72
|
-0%
|
|
|
154
|
WealthShield Partners
Cary,
North Carolina
|
$10.1M
|
-$149K
|
-3,041
|
-1%
|
|
|
155
|
9258 Wealth Management
Blue Ash,
Ohio
|
$9.86M
|
-$343K
|
-6,985
|
-3%
|
|
|
156
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$9.8M
|
+$773K
|
+15,750
|
+9%
|
|
|
157
|
Asset Dedication LLC
San Francisco,
California
|
$9.79M
|
-$380K
|
-7,736
|
-4%
|
|
|
158
|
LGL Partners
Philadelphia,
Pennsylvania
|
$9.77M
|
+$4.54M
|
+92,461
|
+90%
|
|
|
159
|
Prospera Financial Services
Dallas,
Texas
|
$9.69M
|
+$2.87M
|
+58,486
|
+43%
|
|
|
160
|
WealthOne
Albany,
New York
|
$9.68M
|
-$887K
|
-18,065
|
-9%
|
|
|
161
|
Holt Capital Partners
Fort Worth,
Texas
|
$9.66M
|
+$2.48M
|
+50,561
|
+35%
|
|
|
162
|
Argent Advisors
Monroe,
Louisiana
|
$9.63M
|
-$217K
|
-4,412
|
-2%
|
|
|
163
|
Perritt Capital Management
Chicago,
Illinois
|
$9.57M
|
-$26.4K
|
-538
|
-0.3%
|
|
|
164
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$9.47M
|
-$242K
|
-4,932
|
-3%
|
|
|
165
|
Forte Asset Management
Bedford,
New York
|
$9.47M
|
+$685K
|
+13,954
|
+8%
|
|
|
166
|
Vicus Capital
State College,
Pennsylvania
|
$9.45M
|
+$8.3M
|
+169,010
|
+843%
|
|
|
167
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$9.35M
|
+$157K
|
+3,193
|
+2%
|
|
|
168
|
|
$9.31M
|
+$40.5K
|
+826
|
+0.4%
|
|
|
169
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$9.22M
|
+$6.99M
|
+142,456
|
+340%
|
|
|
170
|
Custos Family Office
Austin,
Texas
|
$9.11M
|
+$715K
|
+14,574
|
+9%
|
|
|
171
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$9.11M
|
-$55.7K
|
-1,135
|
-0.6%
|
|
|
172
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$9.09M
|
-$5.2K
|
-106
|
-0.1%
|
|
|
173
|
Apexium Financial
Dallas,
Texas
|
$8.96M
|
+$483K
|
+9,846
|
+6%
|
|
|
174
|
Monterey Private Wealth
Monterey,
California
|
$8.93M
|
+$482K
|
+9,816
|
+6%
|
|
|
175
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.92M
|
+$981K
|
+19,993
|
+13%
|
|
