|
151
|
Insight Wealth Strategies
San Ramon,
California
|
$3.27M
|
+$4.7K
|
+50
|
+0.1%
|
|
|
152
|
FullCircle Wealth
Dallas,
Texas
|
$3.23M
|
+$3.19M
|
+33,906
|
New
|
|
|
153
|
New England Asset Management
Farmington,
Connecticut
|
$3.21M
|
–
|
–
|
–
|
|
|
154
|
Atria Investments
Charlotte,
North Carolina
|
$3.21M
|
-$115K
|
-1,222
|
-3%
|
|
|
155
|
Mariner
Overland Park,
Kansas
|
$3.19M
|
-$269K
|
-2,865
|
-8%
|
|
|
156
|
Diversify Wealth Management
Sandy,
Utah
|
$3.15M
|
+$3.14M
|
+33,441
|
New
|
|
|
157
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$3.06M
|
+$190K
|
+2,022
|
+7%
|
|
|
158
|
HTLF Bank
Denver,
Colorado
|
$3.05M
|
+$30.8K
|
+328
|
+1%
|
|
|
159
|
Anfield Capital Management
Irvine,
California
|
$2.95M
|
+$987K
|
+10,494
|
+51%
|
|
|
160
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$2.94M
|
+$71.6K
|
+762
|
+3%
|
|
|
161
|
IEQ Capital
Foster City,
California
|
$2.93M
|
+$47.9K
|
+509
|
+2%
|
|
|
162
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$2.92M
|
+$2.91M
|
+30,986
|
New
|
|
|
163
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.92M
|
-$291K
|
-3,097
|
-9%
|
|
|
164
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.77M
|
+$250K
|
+2,655
|
+10%
|
|
|
165
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.77M
|
-$28.2K
|
-300
|
-1%
|
|
|
166
|
Raleigh Capital Management
Cary,
North Carolina
|
$2.74M
|
+$278K
|
+2,959
|
+11%
|
|
|
167
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$2.74M
|
-$64.3K
|
-684
|
-2%
|
|
|
168
|
Manning & Napier Advisors
Fairport,
New York
|
$2.73M
|
+$2.73M
|
+29,003
|
New
|
|
|
169
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$2.6M
|
–
|
–
|
–
|
|
|
170
|
Counterpoint Mutual Funds
San Diego,
California
|
$2.55M
|
+$318K
|
+3,384
|
+14%
|
|
|
171
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$2.55M
|
-$39.2K
|
-417
|
-2%
|
|
|
172
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.54M
|
+$36.2K
|
+385
|
+1%
|
|
|
173
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.51M
|
+$29.2K
|
+311
|
+1%
|
|
|
174
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$2.51M
|
+$16.3K
|
+173
|
+0.7%
|
|
|
175
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.44M
|
-$9.97K
|
-106
|
-0.4%
|
|
