|
151
|
Independent Family Office
Albany,
New York
|
$1.46M
|
–
|
–
|
–
|
|
|
152
|
Moran Wealth Management
Naples,
Florida
|
$1.44M
|
-$6.66M
|
-76,102
|
-82%
|
|
|
153
|
Glenview Trust
Louisville,
Kentucky
|
$1.44M
|
-$76K
|
-869
|
-5%
|
|
|
154
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1.43M
|
-$40.7K
|
-465
|
-3%
|
|
|
155
|
HoyleCohen
San Diego,
California
|
$1.4M
|
-$78K
|
-892
|
-5%
|
|
|
156
|
Ballew Advisors
Jackson,
Mississippi
|
$1.37M
|
-$28.9K
|
-330
|
-2%
|
|
|
157
|
Enzi Wealth
Austin,
Texas
|
$1.37M
|
-$1.51M
|
-17,292
|
-52%
|
|
|
158
|
Prospera Financial Services
Dallas,
Texas
|
$1.35M
|
+$157K
|
+1,796
|
+13%
|
|
|
159
|
Integris Wealth Management
Monterey,
California
|
$1.34M
|
+$2.89K
|
+33
|
+0.2%
|
|
|
160
|
Lido Advisors
Los Angeles,
California
|
$1.33M
|
+$52.9K
|
+605
|
+4%
|
|
|
161
|
ProVise Management Group
Clearwater,
Florida
|
$1.33M
|
+$1.09M
|
+12,512
|
+400%
|
|
|
162
|
Bailard
Foster City,
California
|
$1.32M
|
–
|
–
|
–
|
|
|
163
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.32M
|
+$6.12K
|
+70
|
+0.5%
|
|
|
164
|
Agilis Partners
Waltham,
Massachusetts
|
$1.31M
|
–
|
–
|
–
|
|
|
165
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.29M
|
+$1.33M
|
+15,148
|
New
|
|
|
166
|
MAI Capital Management
Independence,
Ohio
|
$1.26M
|
-$112K
|
-1,279
|
-8%
|
|
|
167
|
Stamos Capital Partners
Menlo Park,
California
|
$1.25M
|
–
|
–
|
–
|
|
|
168
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$1.23M
|
+$87.5K
|
+1,000
|
+7%
|
|
|
169
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.2M
|
+$1.24M
|
+14,148
|
New
|
|
|
170
|
William Blair & Company
Chicago,
Illinois
|
$1.19M
|
-$168K
|
-1,920
|
-12%
|
|
|
171
|
Advisory Services Network
Atlanta,
Georgia
|
$1.16M
|
+$544K
|
+6,219
|
+83%
|
|
|
172
|
Integrated Advisors Network
Dallas,
Texas
|
$1.15M
|
+$214K
|
+2,449
|
+22%
|
|
|
173
|
Flow Traders U.S.
New York
|
$1.15M
|
+$1.19M
|
+13,547
|
New
|
|
|
174
|
AE Wealth Management
Topeka,
Kansas
|
$1.14M
|
+$1.17M
|
+13,421
|
New
|
|
|
175
|
Private Advisory Group
Redmond,
Washington
|
$1.1M
|
-$2M
|
-22,890
|
-64%
|
|
