|
151
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$1.08M
|
+$23.7K
|
+521
|
+2%
|
|
|
152
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$1.07M
|
-$21.7K
|
-478
|
-2%
|
|
|
153
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.04M
|
+$251K
|
+5,518
|
+32%
|
|
|
154
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$1.04M
|
+$369K
|
+8,130
|
+55%
|
|
|
155
|
Retirement Group
San Diego,
California
|
$1.02M
|
+$30.7K
|
+676
|
+3%
|
|
|
156
|
D.A. Davidson & Co
Great Falls,
Montana
|
$988K
|
+$318K
|
+7,003
|
+47%
|
|
|
157
|
Americana Partners
Houston,
Texas
|
$951K
|
-$69.8K
|
-1,537
|
-7%
|
|
|
158
|
Equitable Holdings
New York
|
$938K
|
-$417K
|
-9,192
|
-31%
|
|
|
159
|
Level Four Advisory Services
Dallas,
Texas
|
$936K
|
+$123K
|
+2,700
|
+15%
|
|
|
160
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$905K
|
+$139K
|
+3,057
|
+18%
|
|
|
161
|
Pine Valley Investments
Marlton,
New Jersey
|
$902K
|
+$908K
|
+19,992
|
New
|
|
|
162
|
Coastwise Capital Group
La Jolla,
California
|
$877K
|
-$8.44K
|
-186
|
-0.9%
|
|
|
163
|
Elevated Capital Advisors
Sandy,
Utah
|
$826K
|
+$829K
|
+18,251
|
New
|
|
|
164
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$823K
|
-$46.7K
|
-1,028
|
-5%
|
|
|
165
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$822K
|
-$301K
|
-6,621
|
-27%
|
|
|
166
|
Davenport & Co
Richmond,
Virginia
|
$774K
|
+$8.85K
|
+195
|
+1%
|
|
|
167
|
&Partners
Nashville,
Tennessee
|
$746K
|
–
|
–
|
–
|
|
|
168
|
Purus Wealth Management
Newport Beach,
California
|
$744K
|
+$363
|
+8
|
+0%
|
|
|
169
|
Legacy Capital Group California
Los Gatos,
California
|
$740K
|
+$743K
|
+16,364
|
New
|
|
|
170
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$723K
|
-$1.22M
|
-26,969
|
-63%
|
|
|
171
|
FWG Holdings
Winter Park,
Florida
|
$705K
|
+$139K
|
+3,061
|
+24%
|
|
|
172
|
Moors & Cabot
Boston,
Massachusetts
|
$704K
|
+$79.9K
|
+1,760
|
+13%
|
|
|
173
|
Bank of New York Mellon
New York
|
$703K
|
-$45
|
-1
|
-0%
|
|
|
174
|
Cambridge Advisors
Omaha,
Nebraska
|
$698K
|
+$3.04K
|
+67
|
+0.4%
|
|
|
175
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$686K
|
+$688K
|
+15,153
|
New
|
|
