|
151
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$735K
|
–
|
–
|
–
|
|
|
152
|
Jordan Park Group
San Francisco,
California
|
$726K
|
+$724K
|
+14,208
|
New
|
|
|
153
|
Tyche Wealth Partners
Plano,
Texas
|
$706K
|
–
|
–
|
–
|
|
|
154
|
Waverly Advisors
Birmingham,
Alabama
|
$698K
|
-$63.6K
|
-1,248
|
-8%
|
|
|
155
|
Simon Quick Advisors
Morristown,
New Jersey
|
$697K
|
-$193K
|
-3,779
|
-22%
|
|
|
156
|
D.A. Davidson & Co
Great Falls,
Montana
|
$689K
|
-$54.5K
|
-1,069
|
-7%
|
|
|
157
|
Csenge Advisory Group
Clearwater,
Florida
|
$676K
|
+$138K
|
+2,713
|
+26%
|
|
|
158
|
Triton Wealth Management
Sun City,
Arizona
|
$673K
|
+$104K
|
+2,038
|
+18%
|
|
|
159
|
Investment Partners
New Philadelphia,
Ohio
|
$660K
|
-$105K
|
-2,059
|
-14%
|
|
|
160
|
Summit Financial
Parsippany,
New Jersey
|
$657K
|
+$39.1K
|
+767
|
+6%
|
|
|
161
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$656K
|
-$40.8K
|
-800
|
-6%
|
|
|
162
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$655K
|
-$93K
|
-1,825
|
-12%
|
|
|
163
|
Farther Finance Advisors
San Francisco,
California
|
$649K
|
+$91.8K
|
+1,800
|
+17%
|
|
|
164
|
|
$647K
|
+$395K
|
+7,755
|
+158%
|
|
|
165
|
Graetz Wealth
Jenison,
Michigan
|
$646K
|
+$645K
|
+12,644
|
New
|
|
|
166
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$646K
|
+$172K
|
+3,371
|
+36%
|
|
|
167
|
Principal Financial Group
Des Moines,
Iowa
|
$644K
|
–
|
–
|
–
|
|
|
168
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$639K
|
+$64.8K
|
+1,271
|
+11%
|
|
|
169
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$628K
|
-$45.9K
|
-901
|
-7%
|
|
|
170
|
Boston Research & Management
Manchester,
Massachusetts
|
$625K
|
-$65.2K
|
-1,278
|
-9%
|
|
|
171
|
Perigon Wealth Management
San Francisco,
California
|
$621K
|
-$11.2K
|
-219
|
-2%
|
|
|
172
|
PFW Advisors
Atlanta,
Georgia
|
$615K
|
-$54.8K
|
-1,074
|
-8%
|
|
|
173
|
Breakwater Capital Group
Paramus,
New Jersey
|
$606K
|
+$52.4K
|
+1,027
|
+9%
|
|
|
174
|
SageView Advisory Group
Newport Beach,
California
|
$571K
|
-$3.45M
|
-67,649
|
-86%
|
|
|
175
|
Concurrent Investment Advisors
Tampa,
Florida
|
$568K
|
-$17.5K
|
-344
|
-3%
|
|
