|
151
|
JDM Financial Group
Austin,
Texas
|
$1.95M
|
+$1.94M
|
+80,387
|
New
|
|
|
152
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$1.92M
|
-$1.8M
|
-74,697
|
Closed
|
|
|
153
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.88M
|
+$220K
|
+9,125
|
+13%
|
|
|
154
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$1.8M
|
+$445K
|
+18,486
|
+33%
|
|
|
155
|
Valmark Advisers
Akron,
Ohio
|
$1.77M
|
–
|
–
|
–
|
|
|
156
|
Neuberger Berman Group
New York
|
$1.76M
|
-$56.6K
|
-2,350
|
-3%
|
|
|
157
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.73M
|
+$215K
|
+8,933
|
+14%
|
|
|
158
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$1.71M
|
-$82.6K
|
-3,433
|
-5%
|
|
|
159
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$1.7M
|
+$254K
|
+10,568
|
+18%
|
|
|
160
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.65M
|
+$310K
|
+12,875
|
+23%
|
|
|
161
|
Austin Private Wealth
Austin,
Texas
|
$1.61M
|
-$1.42M
|
-59,010
|
Closed
|
|
|
162
|
Segment Wealth Management
Houston,
Texas
|
$1.57M
|
+$49.1K
|
+2,040
|
+3%
|
|
|
163
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.55M
|
+$161K
|
+6,671
|
+12%
|
|
|
164
|
|
$1.54M
|
–
|
–
|
–
|
|
|
165
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$1.51M
|
–
|
–
|
–
|
|
|
166
|
Comerica Bank
Dallas,
Texas
|
$1.46M
|
+$514K
|
+21,358
|
+55%
|
|
|
167
|
Citadel Advisors
Miami,
Florida
|
$1.45M
|
+$1.44M
|
+59,632
|
New
|
|
|
168
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.44M
|
-$33.1K
|
-1,374
|
-2%
|
|
|
169
|
Rockefeller Capital Management
New York
|
$1.42M
|
-$625K
|
-25,973
|
-31%
|
|
|
170
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$1.4M
|
+$1.38M
|
+57,527
|
New
|
|
|
171
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.37M
|
–
|
–
|
–
|
|
|
172
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$1.3M
|
–
|
–
|
–
|
|
|
173
|
Element Wealth
Ridgeland,
Mississippi
|
$1.28M
|
+$30.5K
|
+1,267
|
+2%
|
|
|
174
|
Redwood Financial Network
Solon,
Ohio
|
$1.25M
|
+$31.8K
|
+1,321
|
+3%
|
|
|
175
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$1.24M
|
+$277K
|
+11,525
|
+29%
|
|
