|
151
|
Duncker Streett & Co
St. Louis,
Missouri
|
$414K
|
–
|
–
|
–
|
|
|
152
|
Stokes Family Office
New Orleans,
Louisiana
|
$414K
|
–
|
–
|
–
|
|
|
153
|
Autumn Glory Partners
Dallas,
Texas
|
$405K
|
–
|
–
|
–
|
|
|
154
|
Ritholtz Wealth Management
New York
|
$405K
|
–
|
–
|
–
|
|
|
155
|
Strid Group
Newtown Square,
Pennsylvania
|
$403K
|
+$173K
|
+7,456
|
+77%
|
|
|
156
|
Allworth Financial
Folsom,
California
|
$398K
|
–
|
–
|
–
|
|
|
157
|
Summit Wealth Partners
Orlando,
Florida
|
$380K
|
–
|
–
|
–
|
|
|
158
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$356K
|
+$4.15K
|
+179
|
+1%
|
|
|
159
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$356K
|
+$57.3K
|
+2,473
|
+20%
|
|
|
160
|
Ancora Advisors
Cleveland,
Ohio
|
$349K
|
+$344K
|
+14,834
|
New
|
|
|
161
|
Gradient Capital Advisors
San Diego,
California
|
$346K
|
+$41.7K
|
+1,798
|
+14%
|
|
|
162
|
Lee Financial
Dallas,
Texas
|
$342K
|
–
|
–
|
–
|
|
|
163
|
4J Wealth Management
Alexandria,
Virginia
|
$342K
|
+$31.4K
|
+1,354
|
+10%
|
|
|
164
|
Straight Path Wealth Management
Jenison,
Michigan
|
$336K
|
+$14.4K
|
+620
|
+5%
|
|
|
165
|
Prosperity Planning
Kansas City,
Missouri
|
$335K
|
-$330K
|
-14,243
|
Closed
|
|
|
166
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$334K
|
-$55.9K
|
-2,410
|
-15%
|
|
|
167
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$333K
|
+$329K
|
+14,180
|
New
|
|
|
168
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$332K
|
+$11.8K
|
+507
|
+4%
|
|
|
169
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$314K
|
+$42.4K
|
+1,829
|
+16%
|
|
|
170
|
Private Portfolio Partners
Paramus,
New Jersey
|
$310K
|
+$306K
|
+13,200
|
New
|
|
|
171
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$307K
|
+$46.8K
|
+2,018
|
+18%
|
|
|
172
|
EP Wealth Advisors
Torrance,
California
|
$303K
|
–
|
–
|
–
|
|
|
173
|
HM Payson & Co
Portland,
Maine
|
$297K
|
+$293K
|
+12,650
|
New
|
|
|
174
|
Redwood Financial Network
Solon,
Ohio
|
$294K
|
+$52.2K
|
+2,251
|
+22%
|
|
|
175
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$287K
|
+$247K
|
+10,671
|
+687%
|
|
