|
151
|
Planning Directions
Glen Mills,
Pennsylvania
|
$3.65M
|
+$2.82M
|
+32,038
|
+402%
|
|
|
152
|
Valley Wealth Managers
Paramus,
New Jersey
|
$3.63M
|
+$174K
|
+1,979
|
+5%
|
|
|
153
|
Bruderman Asset Management
Locust Valley,
New York
|
$3.61M
|
-$1.67K
|
-19
|
-0%
|
|
|
154
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$3.55M
|
-$173K
|
-1,968
|
-5%
|
|
|
155
|
FSA Wealth Management
Needham,
Massachusetts
|
$3.54M
|
+$3.4M
|
+38,666
|
+27,423%
|
|
|
156
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.5M
|
-$173K
|
-1,972
|
-5%
|
|
|
157
|
Firestone Capital Management
Coral Gables,
Florida
|
$3.48M
|
-$434K
|
-4,939
|
-11%
|
|
|
158
|
UMB Bank
Kansas City,
Missouri
|
$3.46M
|
-$136K
|
-1,550
|
-4%
|
|
|
159
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.45M
|
-$574K
|
-6,536
|
-15%
|
|
|
160
|
Derby & Company
Newton,
Massachusetts
|
$3.42M
|
+$204K
|
+2,319
|
+7%
|
|
|
161
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$3.4M
|
+$87.9K
|
+1,000
|
+3%
|
|
|
162
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.39M
|
+$62.8K
|
+715
|
+2%
|
|
|
163
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$3.35M
|
+$53.2K
|
+605
|
+2%
|
|
|
164
|
Madison Asset Management
Madison,
Wisconsin
|
$3.33M
|
-$126K
|
-1,433
|
-4%
|
|
|
165
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.31M
|
–
|
–
|
–
|
|
|
166
|
Central Trust Company
Jefferson City,
Missouri
|
$3.3M
|
+$132K
|
+1,497
|
+4%
|
|
|
167
|
Oppenheimer & Co
New York
|
$3.25M
|
+$69.5K
|
+791
|
+2%
|
|
|
168
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$3.24M
|
-$98K
|
-1,115
|
-3%
|
|
|
169
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$3.23M
|
+$21.5K
|
+245
|
+0.7%
|
|
|
170
|
Private Vista
Chicago,
Illinois
|
$3.2M
|
-$3.19M
|
-36,313
|
-51%
|
|
|
171
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$3.19M
|
-$144K
|
-1,640
|
-4%
|
|
|
172
|
Peterson Wealth Management
Sparks,
Nevada
|
$3.18M
|
+$353K
|
+4,011
|
+13%
|
|
|
173
|
J.W. Cole Advisors
Tampa,
Florida
|
$3.16M
|
+$3.05M
|
+34,663
|
New
|
|
|
174
|
Kays Financial Advisory
Atlanta,
Georgia
|
$3.15M
|
+$378K
|
+4,304
|
+14%
|
|
|
175
|
Transform Wealth
Greenwood Village,
Colorado
|
$3.14M
|
-$147K
|
-1,669
|
-5%
|
|
