|
151
|
Fidelity Investments
Boston,
Massachusetts
|
$1.09M
|
+$110K
|
+6,225
|
+11%
|
|
|
152
|
Boston Financial Management
Boston,
Massachusetts
|
$1.08M
|
+$1.07M
|
+60,363
|
New
|
|
|
153
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.04M
|
-$15.1K
|
-852
|
-1%
|
|
|
154
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$1.04M
|
-$13K
|
-735
|
-1%
|
|
|
155
|
Angeles Wealth Management
Santa Monica,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
156
|
Wade Financial Advisory
Campbell,
California
|
$995K
|
–
|
–
|
–
|
|
|
157
|
|
$952K
|
+$946K
|
+53,451
|
New
|
|
|
158
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$934K
|
+$1.38K
|
+78
|
+0.2%
|
|
|
159
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$934K
|
+$184K
|
+10,416
|
+25%
|
|
|
160
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$927K
|
+$921K
|
+52,053
|
New
|
|
|
161
|
Integrated Advisors Network
Dallas,
Texas
|
$924K
|
+$36.8K
|
+2,082
|
+4%
|
|
|
162
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$924K
|
+$12.6K
|
+714
|
+1%
|
|
|
163
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$917K
|
+$2.18K
|
+123
|
+0.2%
|
|
|
164
|
Focus Financial Network
Minneapolis,
Minnesota
|
$912K
|
+$6.1K
|
+345
|
+0.7%
|
|
|
165
|
Vivaldi Capital Management
Chicago,
Illinois
|
$910K
|
+$878K
|
+49,617
|
New
|
|
|
166
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$892K
|
-$7.27K
|
-411
|
-0.8%
|
|
|
167
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$879K
|
+$349K
|
+19,704
|
+66%
|
|
|
168
|
Laidlaw Wealth Management
New York City,
New York
|
$875K
|
+$40.7K
|
+2,301
|
+5%
|
|
|
169
|
KCM Investment Advisors
Greenbrae,
California
|
$853K
|
+$3.45K
|
+195
|
+0.4%
|
|
|
170
|
Solitude Financial Services
Charlottesville,
Virginia
|
$812K
|
+$5.84K
|
+330
|
+0.7%
|
|
|
171
|
United Capital Financial Advisors
Irving,
Texas
|
$803K
|
-$100K
|
-5,670
|
-11%
|
|
|
172
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$779K
|
+$4.25K
|
+240
|
+0.6%
|
|
|
173
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$767K
|
+$213K
|
+12,012
|
+39%
|
|
|
174
|
Theory Financial
Fort Collins,
Colorado
|
$761K
|
+$756K
|
+42,702
|
New
|
|
|
175
|
Southern Wealth Management
Dallas,
Texas
|
$758K
|
-$43.4K
|
-2,454
|
-5%
|
|
