|
151
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$2.56M
|
-$685K
|
-3,450
|
-18%
|
|
|
152
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$2.56M
|
–
|
–
|
–
|
|
|
153
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$2.54M
|
+$1.7M
|
+8,568
|
+114%
|
|
|
154
|
Welch & Forbes
Boston,
Massachusetts
|
$2.5M
|
+$129K
|
+650
|
+4%
|
|
|
155
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2.48M
|
–
|
–
|
–
|
|
|
156
|
Regal Wealth Group
Seal Beach,
California
|
$2.47M
|
-$633K
|
-3,187
|
-17%
|
|
|
157
|
Covington Capital Management
Los Angeles,
California
|
$2.46M
|
-$2.78K
|
-14
|
-0.1%
|
|
|
158
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.4M
|
-$10.9K
|
-55
|
-0.4%
|
|
|
159
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.37M
|
-$28.5M
|
-143,542
|
-90%
|
|
|
160
|
Brighton Jones LLC
Seattle,
Washington
|
$2.33M
|
+$166K
|
+835
|
+6%
|
|
|
161
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.31M
|
+$19.3K
|
+97
|
+0.7%
|
|
|
162
|
LifePlan Financial Group
Dayton,
Ohio
|
$2.3M
|
-$51.4K
|
-259
|
-2%
|
|
|
163
|
Affinity Capital Advisors
Berkeley,
California
|
$2.25M
|
-$87.2K
|
-439
|
-3%
|
|
|
164
|
Sand Hill Global Advisors
Palo Alto,
California
|
$2.22M
|
-$48.8K
|
-246
|
-2%
|
|
|
165
|
Lake Street Private Wealth
Chicago,
Illinois
|
$2.22M
|
+$155K
|
+779
|
+6%
|
|
|
166
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.21M
|
-$144K
|
-725
|
-5%
|
|
|
167
|
Segment Wealth Management
Houston,
Texas
|
$2.2M
|
+$84.4K
|
+425
|
+3%
|
|
|
168
|
Cassaday & Co
Mclean,
Virginia
|
$2.13M
|
+$1.98M
|
+9,950
|
+282%
|
|
|
169
|
Round Table Services
Westfield,
New Jersey
|
$2.11M
|
-$218K
|
-1,096
|
-8%
|
|
|
170
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$2.04M
|
+$333K
|
+1,678
|
+15%
|
|
|
171
|
VOYA Investment Management
Atlanta,
Georgia
|
$2M
|
+$2.01M
|
+10,119
|
+397%
|
|
|
172
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.98M
|
+$560K
|
+2,820
|
+29%
|
|
|
173
|
Equitable Holdings
New York
|
$1.95M
|
+$113K
|
+567
|
+5%
|
|
|
174
|
Goldstein Munger & Associates
San Ramon,
California
|
$1.94M
|
–
|
–
|
–
|
|
|
175
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.93M
|
–
|
–
|
–
|
|
