|
151
|
Weil Company
San Diego,
California
|
$610K
|
-$67K
|
-1,876
|
-10%
|
|
|
152
|
WBH Advisory
Baltimore,
Maryland
|
$586K
|
-$1.16M
|
-32,567
|
-67%
|
|
|
153
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$526K
|
-$57.5K
|
-1,610
|
-10%
|
|
|
154
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$515K
|
+$515K
|
+14,409
|
New
|
|
|
155
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$505K
|
-$202K
|
-5,650
|
-29%
|
|
|
156
|
Kestra Private Wealth Services
Austin,
Texas
|
$504K
|
+$495K
|
+13,868
|
New
|
|
|
157
|
Davidson Investment Advisors
Great Falls,
Montana
|
$495K
|
+$124K
|
+3,460
|
+34%
|
|
|
158
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$484K
|
+$475K
|
+13,303
|
New
|
|
|
159
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$473K
|
+$84.3K
|
+2,361
|
+22%
|
|
|
160
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$465K
|
–
|
–
|
–
|
|
|
161
|
Astoria Portfolio Advisors
New York
|
$444K
|
+$437K
|
+12,225
|
New
|
|
|
162
|
Adero Partners
Pleasanton,
California
|
$436K
|
–
|
–
|
–
|
|
|
163
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$436K
|
+$429K
|
+12,001
|
New
|
|
|
164
|
Barnett & Company
Chattanooga,
Tennessee
|
$434K
|
-$48.9K
|
-1,370
|
-10%
|
|
|
165
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$425K
|
+$25.6K
|
+716
|
+7%
|
|
|
166
|
Catalyst Private Wealth
San Mateo,
California
|
$425K
|
+$417K
|
+11,688
|
New
|
|
|
167
|
Goelzer Investment Management
Carmel,
Indiana
|
$405K
|
–
|
–
|
–
|
|
|
168
|
FirstPurpose Wealth
Orem,
Utah
|
$388K
|
+$381K
|
+10,675
|
New
|
|
|
169
|
Geneos Wealth Management
Englewood,
Colorado
|
$376K
|
-$4.08M
|
-114,299
|
-92%
|
|
|
170
|
Segment Wealth Management
Houston,
Texas
|
$369K
|
–
|
–
|
–
|
|
|
171
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$359K
|
–
|
–
|
–
|
|
|
172
|
Citadel Advisors
Miami,
Florida
|
$353K
|
-$18.8M
|
-526,301
|
-98%
|
|
|
173
|
55I LLC
Boston,
Massachusetts
|
$347K
|
-$20K
|
-561
|
-6%
|
|
|
174
|
IFP Advisors
Tampa,
Florida
|
$342K
|
+$236K
|
+6,601
|
+240%
|
|
|
175
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$341K
|
+$42.6K
|
+1,193
|
+15%
|
|
