|
151
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$3.53M
|
+$3.65M
|
+38,790
|
New
|
|
|
152
|
Atria Investments
Charlotte,
North Carolina
|
$3.43M
|
+$1.88K
|
+20
|
+0.1%
|
|
|
153
|
TD Private Client Wealth
New York
|
$3.43M
|
-$128K
|
-1,361
|
-3%
|
|
|
154
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$3.37M
|
+$129K
|
+1,374
|
+4%
|
|
|
155
|
Financial Advocates Investment Management
Olympia,
Washington
|
$3.35M
|
-$72.2K
|
-767
|
-2%
|
|
|
156
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.34M
|
+$3.01K
|
+32
|
+0.1%
|
|
|
157
|
Financial Counselors Inc
Overland Park,
Kansas
|
$3.27M
|
-$26.7K
|
-284
|
-0.8%
|
|
|
158
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.18M
|
-$212K
|
-2,250
|
-6%
|
|
|
159
|
Pacific Financial Group
Bellevue,
Washington
|
$3.17M
|
-$78.7K
|
-836
|
-2%
|
|
|
160
|
DDFG Inc
Thousand Oaks,
California
|
$3.14M
|
+$9.51K
|
+101
|
+0.3%
|
|
|
161
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$3.12M
|
-$204K
|
-2,169
|
-6%
|
|
|
162
|
Belpointe Asset Management
Reno,
Nevada
|
$3.09M
|
+$50.9K
|
+541
|
+2%
|
|
|
163
|
Soltis Investment Advisors
St. George,
Utah
|
$3M
|
-$409K
|
-4,342
|
-12%
|
|
|
164
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$3M
|
+$5.18K
|
+55
|
+0.2%
|
|
|
165
|
William Blair & Company
Chicago,
Illinois
|
$2.97M
|
+$82.6K
|
+877
|
+3%
|
|
|
166
|
Oppenheimer & Co
New York
|
$2.96M
|
+$44.2K
|
+469
|
+1%
|
|
|
167
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$2.91M
|
-$15.9K
|
-169
|
-0.5%
|
|
|
168
|
Natixis Advisors
Boston,
Massachusetts
|
$2.9M
|
+$630K
|
+6,687
|
+27%
|
|
|
169
|
Segment Wealth Management
Houston,
Texas
|
$2.88M
|
–
|
–
|
–
|
|
|
170
|
Embree Financial Group
Chicago,
Illinois
|
$2.83M
|
-$8.38K
|
-89
|
-0.3%
|
|
|
171
|
Level Four Advisory Services
Dallas,
Texas
|
$2.78M
|
+$310K
|
+3,295
|
+12%
|
|
|
172
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$2.76M
|
-$84.8K
|
-900
|
-3%
|
|
|
173
|
Commerce Bank
Kansas City,
Missouri
|
$2.74M
|
-$42.8K
|
-455
|
-1%
|
|
|
174
|
Ironwood Financial
Tucson,
Arizona
|
$2.73M
|
-$77.4K
|
-822
|
-3%
|
|
|
175
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.73M
|
+$228K
|
+2,419
|
+9%
|
|
