|
126
|
WMS Partners
Towson,
Maryland
|
$1.66M
|
+$1.83M
|
+59,665
|
New
|
|
|
127
|
West Financial Advisors
Des Moines,
Iowa
|
$1.64M
|
-$4.61K
|
-150
|
-0.3%
|
|
|
128
|
Cahill Wealth Management
Portage,
Michigan
|
$1.6M
|
+$461
|
+15
|
+0%
|
|
|
129
|
US Bancorp
Minneapolis,
Minnesota
|
$1.59M
|
-$131K
|
-4,255
|
-7%
|
|
|
130
|
GW & Wade
Wellesley,
Massachusetts
|
$1.58M
|
+$589K
|
+19,175
|
+51%
|
|
|
131
|
|
$1.55M
|
+$1.28M
|
+41,540
|
+291%
|
|
|
132
|
Fidelity Investments
Boston,
Massachusetts
|
$1.51M
|
-$93.1K
|
-3,030
|
-5%
|
|
|
133
|
Bell Investment Advisors
Oakland,
California
|
$1.51M
|
-$2.61K
|
-85
|
-0.2%
|
|
|
134
|
Essex Financial Services
Essex,
Connecticut
|
$1.51M
|
+$73.6K
|
+2,395
|
+5%
|
|
|
135
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.5M
|
-$105K
|
-3,430
|
-6%
|
|
|
136
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.48M
|
–
|
–
|
–
|
|
|
137
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$1.48M
|
+$42.3K
|
+1,375
|
+3%
|
|
|
138
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.47M
|
-$3.69M
|
-120,050
|
-69%
|
|
|
139
|
Financial Services Advisory
Rockville,
Maryland
|
$1.47M
|
+$1.62M
|
+52,875
|
New
|
|
|
140
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.46M
|
+$69.6K
|
+2,265
|
+5%
|
|
|
141
|
Montag & Associates
Atlanta,
Georgia
|
$1.45M
|
–
|
–
|
–
|
|
|
142
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.41M
|
-$17.7K
|
-575
|
-1%
|
|
|
143
|
Brown Brothers Harriman & Co
New York
|
$1.34M
|
–
|
–
|
–
|
|
|
144
|
SigFig Wealth Management
San Francisco,
California
|
$1.32M
|
-$397K
|
-12,920
|
-22%
|
|
|
145
|
Prairiewood Capital
Fargo,
North Dakota
|
$1.3M
|
+$1.44M
|
+46,935
|
New
|
|
|
146
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.3M
|
+$729K
|
+23,705
|
+103%
|
|
|
147
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.27M
|
–
|
–
|
–
|
|
|
148
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$1.27M
|
-$10.3K
|
-335
|
-0.7%
|
|
|
149
|
Rather & Kittrell
Knoxville,
Tennessee
|
$1.22M
|
-$307
|
-10
|
-0%
|
|
|
150
|
M Holdings Securities
Portland,
Oregon
|
$1.19M
|
–
|
–
|
–
|
|
