|
151
|
Capital Planning
Bellevue,
Washington
|
$2.79M
|
+$2.43M
|
+95,470
|
+666%
|
|
|
152
|
Park Avenue Securities
New York
|
$2.78M
|
-$156K
|
-6,122
|
-5%
|
|
|
153
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.76M
|
+$1.43M
|
+56,090
|
+107%
|
|
|
154
|
Roberts Wealth Advisors
Palo Alto,
California
|
$2.72M
|
+$362K
|
+14,180
|
+15%
|
|
|
155
|
Weitzel Financial Services
Dubuque,
Iowa
|
$2.72M
|
-$103K
|
-4,034
|
-4%
|
|
|
156
|
Pathstone Family Office
Englewood,
New Jersey
|
$2.7M
|
+$2.7M
|
+105,808
|
New
|
|
|
157
|
Planned Solutions
Folsom,
California
|
$2.69M
|
+$2.7M
|
+105,966
|
New
|
|
|
158
|
1900 Wealth Management
San Antonio,
Texas
|
$2.68M
|
-$67.3K
|
-2,638
|
-2%
|
|
|
159
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.68M
|
+$97.7K
|
+3,832
|
+4%
|
|
|
160
|
Surevest
Los Angeles,
California
|
$2.63M
|
-$66.6K
|
-2,614
|
-2%
|
|
|
161
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.61M
|
-$918K
|
-35,990
|
-26%
|
|
|
162
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.61M
|
-$15.7K
|
-616
|
-0.6%
|
|
|
163
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$2.55M
|
-$37.8K
|
-1,484
|
-1%
|
|
|
164
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.49M
|
-$132K
|
-5,160
|
-5%
|
|
|
165
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.47M
|
-$131K
|
-5,138
|
-5%
|
|
|
166
|
Fifth Third Securities
Cincinnati,
Ohio
|
$2.37M
|
-$186K
|
-7,294
|
-7%
|
|
|
167
|
Hutchinson Capital Management
San Rafael,
California
|
$2.37M
|
-$327K
|
-12,840
|
-12%
|
|
|
168
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$2.3M
|
+$215K
|
+8,452
|
+10%
|
|
|
169
|
Riversedge Advisors
Wilmington,
Delaware
|
$2.29M
|
-$12K
|
-470
|
-0.5%
|
|
|
170
|
Southland Equity Partners
Wildwood,
Missouri
|
$2.28M
|
+$768K
|
+30,140
|
+50%
|
|
|
171
|
Pacific Capital Wealth Advisors
Corona,
California
|
$2.25M
|
+$142K
|
+5,578
|
+7%
|
|
|
172
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.23M
|
–
|
–
|
–
|
|
|
173
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$2.2M
|
–
|
–
|
–
|
|
|
174
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.19M
|
-$512K
|
-20,068
|
-19%
|
|
|
175
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.17M
|
-$380K
|
-14,912
|
-15%
|
|
