|
151
|
Avantax Planning Partners
Dubuque,
Iowa
|
$12.1M
|
-$506K
|
-8,272
|
-4%
|
|
|
152
|
Willis Johnson & Associates
Houston,
Texas
|
$12.1M
|
-$556K
|
-9,088
|
-5%
|
|
|
153
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$12.1M
|
-$2.57M
|
-42,099
|
-18%
|
|
|
154
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12M
|
-$766K
|
-12,529
|
-6%
|
|
|
155
|
BBJS Financial Advisors
Seattle,
Washington
|
$11.8M
|
+$1.5M
|
+24,512
|
+15%
|
|
|
156
|
HSBC Holdings
London,
United Kingdom
|
$11.7M
|
+$8.17M
|
+133,700
|
+272%
|
|
|
157
|
Ironwood Financial
Tucson,
Arizona
|
$11.2M
|
-$47.8K
|
-782
|
-0.4%
|
|
|
158
|
Sunbelt Securities
Houston,
Texas
|
$11.1M
|
+$798K
|
+13,060
|
+8%
|
|
|
159
|
Citizens Financial Group
Providence,
Rhode Island
|
$10.9M
|
-$856
|
-14
|
-0%
|
|
|
160
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$10.5M
|
-$399K
|
-6,533
|
-4%
|
|
|
161
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$10.5M
|
+$310K
|
+5,079
|
+3%
|
|
|
162
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$10.4M
|
-$575K
|
-9,407
|
-5%
|
|
|
163
|
Perkins Coie Trust Company
Seattle,
Washington
|
$10.4M
|
-$555K
|
-9,082
|
-5%
|
|
|
164
|
Sequoia Financial Advisors
Akron,
Ohio
|
$10.4M
|
+$3.12K
|
+51
|
+0%
|
|
|
165
|
Instrumental Wealth
Tampa,
Florida
|
$10.3M
|
+$9.9M
|
+161,953
|
New
|
|
|
166
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$10.3M
|
-$3.88M
|
-63,533
|
-28%
|
|
|
167
|
Acropolis Investment Management
St. Louis,
Missouri
|
$10.2M
|
-$158K
|
-2,592
|
-2%
|
|
|
168
|
Spire Wealth Management
Mclean,
Virginia
|
$10.2M
|
+$5.31M
|
+86,856
|
+120%
|
|
|
169
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$10.1M
|
+$48.9K
|
+800
|
+0.5%
|
|
|
170
|
Sterling Financial Planning
Sparta,
New Jersey
|
$10.1M
|
+$847K
|
+13,849
|
+10%
|
|
|
171
|
Lee Financial
Dallas,
Texas
|
$10M
|
+$59.5K
|
+973
|
+0.6%
|
|
|
172
|
Comerica Securities
Detroit,
Michigan
|
$10M
|
-$3.92M
|
-64,113
|
-29%
|
|
|
173
|
Steward Partners Investment Advisory
New York
|
$9.93M
|
+$1.76M
|
+28,817
|
+23%
|
|
|
174
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$9.67M
|
+$94.7K
|
+1,549
|
+1%
|
|
|
175
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$9.62M
|
–
|
–
|
–
|
|
