|
151
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.23M
|
-$559K
|
-6,530
|
-16%
|
|
|
152
|
Atria Investments
Charlotte,
North Carolina
|
$3.23M
|
+$8.22K
|
+96
|
+0.3%
|
|
|
153
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.14M
|
–
|
–
|
–
|
|
|
154
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$3.07M
|
+$212K
|
+2,480
|
+8%
|
|
|
155
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.06M
|
+$146K
|
+1,710
|
+5%
|
|
|
156
|
Main Management
San Francisco,
California
|
$3.05M
|
-$57M
|
-665,245
|
-95%
|
|
|
157
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.02M
|
-$744K
|
-8,689
|
-21%
|
|
|
158
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.99M
|
+$1.45M
|
+16,953
|
+106%
|
|
|
159
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$2.99M
|
+$155K
|
+1,806
|
+6%
|
|
|
160
|
Natixis Advisors
Boston,
Massachusetts
|
$2.94M
|
+$167K
|
+1,949
|
+6%
|
|
|
161
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$2.92M
|
+$4.37K
|
+51
|
+0.2%
|
|
|
162
|
Segment Wealth Management
Houston,
Texas
|
$2.88M
|
–
|
–
|
–
|
|
|
163
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$2.83M
|
-$41.1K
|
-480
|
-2%
|
|
|
164
|
William Blair & Company
Chicago,
Illinois
|
$2.72M
|
-$237K
|
-2,770
|
-8%
|
|
|
165
|
Commerce Bank
Kansas City,
Missouri
|
$2.65M
|
-$69.4K
|
-810
|
-3%
|
|
|
166
|
United Bank (Virginia)
Vienna,
Virginia
|
$2.65M
|
–
|
–
|
–
|
|
|
167
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$2.64M
|
+$61.5K
|
+718
|
+3%
|
|
|
168
|
Fifth Third Securities
Cincinnati,
Ohio
|
$2.63M
|
+$31.9K
|
+372
|
+1%
|
|
|
169
|
Pacific Financial Group
Bellevue,
Washington
|
$2.62M
|
-$478K
|
-5,581
|
-16%
|
|
|
170
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$2.6M
|
-$21.2K
|
-247
|
-0.9%
|
|
|
171
|
Ironwood Financial
Tucson,
Arizona
|
$2.56M
|
–
|
–
|
–
|
|
|
172
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$2.56M
|
-$123K
|
-1,434
|
-5%
|
|
|
173
|
SOL Capital Management
Rockville,
Maryland
|
$2.54M
|
+$1.56M
|
+18,200
|
+187%
|
|
|
174
|
Oppenheimer & Co
New York
|
$2.53M
|
-$22.3K
|
-260
|
-0.9%
|
|
|
175
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.52M
|
+$2.37M
|
+27,734
|
New
|
|
