|
151
|
Asset Dedication LLC
San Francisco,
California
|
$914K
|
–
|
–
|
–
|
|
|
152
|
Sensible Money
Scottsdale,
Arizona
|
$908K
|
–
|
–
|
–
|
|
|
153
|
J. Hagan Capital
Louisville,
Kentucky
|
$900K
|
+$299K
|
+1,597
|
+63%
|
|
|
154
|
Cresset Asset Management
Chicago,
Illinois
|
$880K
|
+$774K
|
+4,136
|
New
|
|
|
155
|
IHT Wealth Management
Chicago,
Illinois
|
$876K
|
-$59.3K
|
-317
|
-7%
|
|
|
156
|
Fifth Third Securities
Cincinnati,
Ohio
|
$861K
|
-$2.85M
|
-15,246
|
-79%
|
|
|
157
|
Pine Valley Investments
Marlton,
New Jersey
|
$858K
|
-$25.6K
|
-137
|
-3%
|
|
|
158
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$858K
|
-$34.2K
|
-183
|
-4%
|
|
|
159
|
Accel Wealth Management
Waverly,
Iowa
|
$847K
|
–
|
–
|
–
|
|
|
160
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$836K
|
+$735K
|
+3,929
|
New
|
|
|
161
|
Peterson Wealth Advisors
Orem,
Utah
|
$822K
|
-$198K
|
-1,061
|
-22%
|
|
|
162
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$790K
|
-$17K
|
-91
|
-2%
|
|
|
163
|
Oppenheimer & Co
New York
|
$744K
|
-$3.98M
|
-21,283
|
-86%
|
|
|
164
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$737K
|
-$17.8K
|
-95
|
-3%
|
|
|
165
|
HBW Advisory Services
Simi Valley,
California
|
$729K
|
+$67K
|
+358
|
+12%
|
|
|
166
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$723K
|
+$2.81K
|
+15
|
+0.4%
|
|
|
167
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$718K
|
-$14.4K
|
-77
|
-2%
|
|
|
168
|
Mercer Global Advisors
Denver,
Colorado
|
$714K
|
-$36.7K
|
-196
|
-6%
|
|
|
169
|
Parallel Advisors
San Francisco,
California
|
$713K
|
–
|
–
|
–
|
|
|
170
|
CoreCap Advisors
Southfield,
Michigan
|
$708K
|
-$9.17K
|
-49
|
-1%
|
|
|
171
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$691K
|
-$56.1K
|
-300
|
-8%
|
|
|
172
|
Synovus Financial
Columbus,
Georgia
|
$688K
|
-$29.6K
|
-158
|
-5%
|
|
|
173
|
Davenport & Co
Richmond,
Virginia
|
$673K
|
-$949K
|
-5,075
|
-62%
|
|
|
174
|
CreativeOne Wealth
Overland Park,
Kansas
|
$660K
|
+$39.1K
|
+209
|
+7%
|
|
|
175
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$656K
|
-$374
|
-2
|
-0.1%
|
|
