|
151
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$906K
|
+$3.24K
|
+133
|
+0.4%
|
|
|
152
|
WealthSource Partners
San Luis Obispo,
California
|
$904K
|
+$902K
|
+37,000
|
New
|
|
|
153
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$903K
|
-$43.9K
|
-1,800
|
-5%
|
|
|
154
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$886K
|
-$43.9K
|
-1,800
|
-5%
|
|
|
155
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$860K
|
-$39.5K
|
-1,620
|
-4%
|
|
|
156
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$853K
|
-$23.7K
|
-972
|
-3%
|
|
|
157
|
Blue Square Asset Management
New York
|
$850K
|
-$842K
|
-34,547
|
Closed
|
|
|
158
|
Barrett & Company
Providence,
Rhode Island
|
$845K
|
–
|
–
|
–
|
|
|
159
|
Stokes Family Office
New Orleans,
Louisiana
|
$830K
|
–
|
–
|
–
|
|
|
160
|
Howland Capital Management
Boston,
Massachusetts
|
$826K
|
+$824K
|
+33,815
|
New
|
|
|
161
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$821K
|
+$247K
|
+10,145
|
+43%
|
|
|
162
|
Ironwood Financial
Tucson,
Arizona
|
$815K
|
+$813K
|
+33,378
|
New
|
|
|
163
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$812K
|
+$6.41K
|
+263
|
+0.8%
|
|
|
164
|
Segment Wealth Management
Houston,
Texas
|
$797K
|
+$297K
|
+12,204
|
+60%
|
|
|
165
|
Atria Wealth Solutions
New York
|
$793K
|
+$195K
|
+7,986
|
+33%
|
|
|
166
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$778K
|
+$776K
|
+31,868
|
New
|
|
|
167
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$774K
|
–
|
–
|
–
|
|
|
168
|
Black Swift Group
Boulder,
Colorado
|
$772K
|
+$770K
|
+31,600
|
New
|
|
|
169
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$718K
|
–
|
–
|
–
|
|
|
170
|
SWMG LLC
Fort Worth,
Texas
|
$716K
|
+$395K
|
+16,232
|
+124%
|
|
|
171
|
American Money Management
Rancho Santa Fe,
California
|
$715K
|
-$31.9K
|
-1,308
|
-4%
|
|
|
172
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$680K
|
+$3.39K
|
+139
|
+0.5%
|
|
|
173
|
Corient Private Wealth
Miami,
Florida
|
$648K
|
–
|
–
|
–
|
|
|
174
|
Gofen & Glossberg
Chicago,
Illinois
|
$648K
|
+$647K
|
+26,550
|
New
|
|
|
175
|
Curi Wealth Management
Raleigh,
North Carolina
|
$634K
|
-$32.9K
|
-1,352
|
-5%
|
|
