|
151
|
HM Payson & Co
Portland,
Maine
|
$8.38M
|
–
|
–
|
–
|
|
|
152
|
WrapManager Inc
Mill Valley,
California
|
$8.15M
|
+$1.18M
|
+10,109
|
+17%
|
|
|
153
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$8.15M
|
+$503K
|
+4,319
|
+7%
|
|
|
154
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$8.07M
|
+$468K
|
+4,016
|
+6%
|
|
|
155
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.94M
|
+$335K
|
+2,880
|
+4%
|
|
|
156
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$7.85M
|
+$587K
|
+5,039
|
+8%
|
|
|
157
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$7.62M
|
+$296K
|
+2,538
|
+4%
|
|
|
158
|
United Capital Financial Advisors
Irving,
Texas
|
$7.62M
|
+$474K
|
+4,071
|
+7%
|
|
|
159
|
Kestra Advisory Services
Austin,
Texas
|
$7.48M
|
+$1.02M
|
+8,722
|
+16%
|
|
|
160
|
Davenport & Co
Richmond,
Virginia
|
$7.45M
|
+$68.4K
|
+587
|
+0.9%
|
|
|
161
|
James Investment Research
Alpha,
Ohio
|
$7.29M
|
+$46.6K
|
+400
|
+0.7%
|
|
|
162
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$7.26M
|
+$4.33M
|
+37,142
|
+153%
|
|
|
163
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$7.23M
|
+$2.33M
|
+20,000
|
+49%
|
|
|
164
|
Sollinda Capital Management
Miami,
Florida
|
$7.09M
|
-$179K
|
-1,535
|
-2%
|
|
|
165
|
US Financial Advisors
Braintree,
Massachusetts
|
$6.99M
|
+$303K
|
+2,605
|
+5%
|
|
|
166
|
Everstar Asset Management
Mooresville,
North Carolina
|
$6.94M
|
+$361K
|
+3,101
|
+6%
|
|
|
167
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$6.94M
|
+$951K
|
+8,169
|
+16%
|
|
|
168
|
Allspring Global Investments
Charlotte,
North Carolina
|
$6.86M
|
–
|
–
|
–
|
|
|
169
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$6.86M
|
-$2.46M
|
-21,135
|
-27%
|
|
|
170
|
Prospera Financial Services
Dallas,
Texas
|
$6.75M
|
+$692K
|
+5,939
|
+12%
|
|
|
171
|
Financial Management Network
Mission Viejo,
California
|
$6.71M
|
+$247K
|
+2,124
|
+4%
|
|
|
172
|
|
$6.57M
|
-$11.3M
|
-97,149
|
-64%
|
|
|
173
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$6.52M
|
-$96K
|
-824
|
-1%
|
|
|
174
|
Rockefeller Capital Management
New York
|
$6.52M
|
+$1.94M
|
+16,690
|
+43%
|
|
|
175
|
Latko Wealth Management
Frankfort,
Illinois
|
$6.5M
|
+$41.1K
|
+353
|
+0.6%
|
|
