|
151
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.29M
|
-$201K
|
-2,657
|
-14%
|
|
|
152
|
DFPG Investments
Sandy,
Utah
|
$1.27M
|
+$1.23M
|
+16,300
|
New
|
|
|
153
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.24M
|
+$23.6K
|
+313
|
+2%
|
|
|
154
|
Cetera Advisors
Denver,
Colorado
|
$1.23M
|
-$155K
|
-2,048
|
-11%
|
|
|
155
|
Whittier Trust
South Pasadena,
California
|
$1.23M
|
–
|
–
|
–
|
|
|
156
|
Citadel Advisors
Miami,
Florida
|
$1.21M
|
-$3M
|
-39,688
|
-72%
|
|
|
157
|
Investors Research Corp
Atlanta,
Georgia
|
$1.2M
|
-$41.7K
|
-552
|
-3%
|
|
|
158
|
AE Wealth Management
Topeka,
Kansas
|
$1.11M
|
-$276K
|
-3,658
|
-20%
|
|
|
159
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$1.11M
|
–
|
–
|
–
|
|
|
160
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.1M
|
-$80.1K
|
-1,060
|
-7%
|
|
|
161
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$1.09M
|
-$8.23K
|
-109
|
-0.8%
|
|
|
162
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.08M
|
-$25.8K
|
-342
|
-2%
|
|
|
163
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.06M
|
-$51.1K
|
-677
|
-5%
|
|
|
164
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$1.06M
|
+$93.7K
|
+1,241
|
+10%
|
|
|
165
|
Tempus Wealth Planning
Irvine,
California
|
$1.04M
|
-$22.4K
|
-296
|
-2%
|
|
|
166
|
MA Private Wealth
San Carlos,
California
|
$1.02M
|
+$288K
|
+3,817
|
+41%
|
|
|
167
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$995K
|
+$33.3K
|
+441
|
+4%
|
|
|
168
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$989K
|
+$48.4K
|
+641
|
+5%
|
|
|
169
|
AtlasMark Financial
Austin,
Texas
|
$953K
|
+$923K
|
+12,216
|
New
|
|
|
170
|
WNY Asset Management
Williamsville,
New York
|
$951K
|
-$219K
|
-2,897
|
-19%
|
|
|
171
|
NorthLanding Financial Partners
Rochester,
New York
|
$945K
|
+$755
|
+10
|
+0.1%
|
|
|
172
|
1900 Wealth Management
San Antonio,
Texas
|
$938K
|
-$8.16K
|
-108
|
-0.8%
|
|
|
173
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$936K
|
–
|
–
|
–
|
|
|
174
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$935K
|
-$56.7K
|
-750
|
-6%
|
|
|
175
|
Beacon Pointe Advisors
Newport Beach,
California
|
$927K
|
+$898K
|
+11,881
|
New
|
|
