|
151
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$2.01M
|
-$276K
|
-8,631
|
-14%
|
|
|
152
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.99M
|
+$863
|
+27
|
+0%
|
|
|
153
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.97M
|
+$246K
|
+7,699
|
+14%
|
|
|
154
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.95M
|
–
|
–
|
–
|
|
|
155
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.87M
|
+$1.85M
|
+57,911
|
New
|
|
|
156
|
Solitude Financial Services
Charlottesville,
Virginia
|
$1.81M
|
+$73.7K
|
+2,305
|
+4%
|
|
|
157
|
Wade Financial Advisory
Campbell,
California
|
$1.81M
|
-$739K
|
-23,113
|
-29%
|
|
|
158
|
Perigon Wealth Management
San Francisco,
California
|
$1.78M
|
-$1.95K
|
-61
|
-0.1%
|
|
|
159
|
Berkeley Inc
Boise,
Idaho
|
$1.77M
|
+$45.6K
|
+1,427
|
+3%
|
|
|
160
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.75M
|
+$1.74M
|
+54,328
|
New
|
|
|
161
|
Connectus Wealth
Cincinnati,
Ohio
|
$1.72M
|
-$646K
|
-20,205
|
-27%
|
|
|
162
|
Occidental Asset Management
Burlingame,
California
|
$1.68M
|
+$1.66M
|
+51,911
|
New
|
|
|
163
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.66M
|
+$505K
|
+15,794
|
+44%
|
|
|
164
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.64M
|
+$256
|
+8
|
+0%
|
|
|
165
|
Denver PWM
Denver,
Colorado
|
$1.58M
|
-$45.3K
|
-1,417
|
-3%
|
|
|
166
|
RF&L Wealth Management
Acton,
Massachusetts
|
$1.57M
|
-$35.2K
|
-1,102
|
-2%
|
|
|
167
|
Eagle Strategies
New York
|
$1.51M
|
-$49.5K
|
-1,548
|
-3%
|
|
|
168
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.5M
|
+$8.25K
|
+258
|
+0.6%
|
|
|
169
|
Western Wealth Management
Golden,
Colorado
|
$1.49M
|
+$129K
|
+4,034
|
+10%
|
|
|
170
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.48M
|
-$9.13M
|
-285,500
|
-86%
|
|
|
171
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.48M
|
+$28.7K
|
+898
|
+2%
|
|
|
172
|
Provident Wealth Management
Brentwood,
Tennessee
|
$1.47M
|
+$68K
|
+2,128
|
+5%
|
|
|
173
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.42M
|
+$494K
|
+15,465
|
+54%
|
|
|
174
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.36M
|
-$9.72K
|
-304
|
-0.7%
|
|
|
175
|
Mason Investment Advisory Services
Reston,
Virginia
|
$1.34M
|
-$423K
|
-13,216
|
-24%
|
|
