|
151
|
Avitas Wealth Management
Los Angeles,
California
|
$13.5M
|
-$127K
|
-1,923
|
-1%
|
|
|
152
|
Evergreen Capital Management
Bellevue,
Washington
|
$13.5M
|
-$143K
|
-2,165
|
-1%
|
|
|
153
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$13.4M
|
+$10.8M
|
+163,600
|
+607%
|
|
|
154
|
Delta Investment Management
San Francisco,
California
|
$13.3M
|
+$12.5M
|
+189,142
|
New
|
|
|
155
|
Avantax Planning Partners
Dubuque,
Iowa
|
$13.3M
|
-$32.9K
|
-498
|
-0.3%
|
|
|
156
|
Goelzer Investment Management
Carmel,
Indiana
|
$13.3M
|
-$1.84M
|
-27,765
|
-13%
|
|
|
157
|
Lee Financial
Dallas,
Texas
|
$12.8M
|
+$1.59M
|
+24,068
|
+15%
|
|
|
158
|
Sunbelt Securities
Houston,
Texas
|
$12.8M
|
+$344K
|
+5,199
|
+3%
|
|
|
159
|
Csenge Advisory Group
Clearwater,
Florida
|
$12.6M
|
+$5.52M
|
+83,449
|
+88%
|
|
|
160
|
Ironwood Financial
Tucson,
Arizona
|
$12.5M
|
+$150K
|
+2,262
|
+1%
|
|
|
161
|
BBJS Financial Advisors
Seattle,
Washington
|
$12.5M
|
-$515K
|
-7,784
|
-4%
|
|
|
162
|
Willis Johnson & Associates
Houston,
Texas
|
$12.4M
|
-$886K
|
-13,400
|
-7%
|
|
|
163
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.3M
|
+$2.68M
|
+40,533
|
+30%
|
|
|
164
|
Sterling Financial Planning
Sparta,
New Jersey
|
$12.3M
|
+$1.1M
|
+16,586
|
+11%
|
|
|
165
|
Corient Private Wealth
Miami,
Florida
|
$11.8M
|
+$3.94M
|
+59,617
|
+55%
|
|
|
166
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$11.7M
|
+$86.7K
|
+1,312
|
+0.8%
|
|
|
167
|
Instrumental Wealth
Tampa,
Florida
|
$11.6M
|
+$201K
|
+3,045
|
+2%
|
|
|
168
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$11.6M
|
-$43.4K
|
-657
|
-0.4%
|
|
|
169
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$11.5M
|
+$2.25M
|
+34,067
|
+26%
|
|
|
170
|
Spire Wealth Management
Mclean,
Virginia
|
$11.5M
|
+$275K
|
+4,159
|
+3%
|
|
|
171
|
Perkins Coie Trust Company
Seattle,
Washington
|
$11.4M
|
-$76.1K
|
-1,151
|
-0.7%
|
|
|
172
|
Acropolis Investment Management
St. Louis,
Missouri
|
$11.2M
|
-$55.8K
|
-844
|
-0.5%
|
|
|
173
|
Sequoia Financial Advisors
Akron,
Ohio
|
$11.2M
|
-$200K
|
-3,029
|
-2%
|
|
|
174
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$11.1M
|
-$345K
|
-5,215
|
-3%
|
|
|
175
|
Steward Partners Investment Advisory
New York
|
$11.1M
|
+$122K
|
+1,839
|
+1%
|
|
