|
151
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
$2.22M
|
+$2.14M
|
+56,370
|
New
|
|
|
152
|
Fidelity Investments
Boston,
Massachusetts
|
$2.22M
|
+$808K
|
+21,319
|
+61%
|
|
|
153
|
Trajan Wealth
Scottsdale,
Arizona
|
$2.2M
|
-$346K
|
-9,140
|
-14%
|
|
|
154
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.19M
|
+$284K
|
+7,500
|
+16%
|
|
|
155
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.19M
|
-$94.3K
|
-2,487
|
-4%
|
|
|
156
|
Harbour Investments
Madison,
Wisconsin
|
$2.15M
|
+$102K
|
+2,703
|
+5%
|
|
|
157
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.12M
|
+$2.04M
|
+53,843
|
New
|
|
|
158
|
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
|
$2.11M
|
+$1M
|
+26,500
|
+98%
|
|
|
159
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.06M
|
+$296K
|
+7,807
|
+18%
|
|
|
160
|
IFP Advisors
Tampa,
Florida
|
$2.05M
|
+$87.1K
|
+2,299
|
+5%
|
|
|
161
|
Midwest Trust
Overland Park,
Kansas
|
$1.99M
|
+$257K
|
+6,774
|
+15%
|
|
|
162
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.99M
|
-$1.75M
|
-46,256
|
-48%
|
|
|
163
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$1.96M
|
+$1.78M
|
+47,080
|
New
|
|
|
164
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.95M
|
+$1.25M
|
+32,912
|
+199%
|
|
|
165
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.93M
|
-$63.6K
|
-1,678
|
-3%
|
|
|
166
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.93M
|
-$34.6K
|
-913
|
-2%
|
|
|
167
|
Financial Advisory Partners
Winter Park,
Florida
|
$1.89M
|
-$8.15K
|
-215
|
-0.4%
|
|
|
168
|
Park Edge Advisors
Cleveland,
Ohio
|
$1.89M
|
-$15.4K
|
-406
|
-0.8%
|
|
|
169
|
Astoria Portfolio Advisors
New York
|
$1.88M
|
+$896K
|
+23,630
|
+124%
|
|
|
170
|
TFB Advisors
Overland Park,
Kansas
|
$1.85M
|
+$101K
|
+2,664
|
+6%
|
|
|
171
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$1.83M
|
-$260K
|
-6,856
|
-13%
|
|
|
172
|
MAI Capital Management
Independence,
Ohio
|
$1.8M
|
+$220K
|
+5,816
|
+15%
|
|
|
173
|
|
$1.8M
|
+$1.73M
|
+45,520
|
New
|
|
|
174
|
Advisory Services Network
Atlanta,
Georgia
|
$1.79M
|
+$201K
|
+5,296
|
+13%
|
|
|
175
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.76M
|
+$63.9K
|
+1,685
|
+4%
|
|
