|
126
|
|
$1.8M
|
+$1.81M
|
+37,975
|
New
|
|
|
127
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.77M
|
+$1.78M
|
+37,330
|
New
|
|
|
128
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$1.71M
|
-$28.8K
|
-603
|
-2%
|
|
|
129
|
Comerica Bank
Dallas,
Texas
|
$1.7M
|
-$2.49M
|
-52,063
|
-59%
|
|
|
130
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$1.69M
|
+$175K
|
+3,666
|
+11%
|
|
|
131
|
Waverly Advisors
Birmingham,
Alabama
|
$1.68M
|
-$23.3K
|
-489
|
-1%
|
|
|
132
|
Sebold Capital Management
Lisle,
Illinois
|
$1.67M
|
+$27.4K
|
+573
|
+2%
|
|
|
133
|
SageView Advisory Group
Newport Beach,
California
|
$1.62M
|
+$38.5K
|
+807
|
+2%
|
|
|
134
|
FC Advisory
West Chester,
Pennsylvania
|
$1.6M
|
+$11.1K
|
+233
|
+0.7%
|
|
|
135
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.59M
|
-$203K
|
-4,262
|
-11%
|
|
|
136
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.57M
|
+$294K
|
+6,155
|
+23%
|
|
|
137
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.53M
|
+$582K
|
+12,196
|
+60%
|
|
|
138
|
One Capital Management
Westlake Village,
California
|
$1.52M
|
-$68.8K
|
-1,442
|
-4%
|
|
|
139
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.51M
|
-$387K
|
-8,103
|
-20%
|
|
|
140
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.5M
|
-$213K
|
-4,459
|
-12%
|
|
|
141
|
Westside Investment Management
Santa Monica,
California
|
$1.46M
|
-$163K
|
-3,413
|
-10%
|
|
|
142
|
Choreo LLC
Rockford,
Illinois
|
$1.43M
|
-$344K
|
-7,213
|
-19%
|
|
|
143
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.41M
|
-$416K
|
-8,721
|
-23%
|
|
|
144
|
Opal Wealth Advisors
Jericho,
New York
|
$1.37M
|
–
|
–
|
–
|
|
|
145
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$1.35M
|
–
|
–
|
–
|
|
|
146
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$1.31M
|
+$941K
|
+19,720
|
+247%
|
|
|
147
|
Private Advisor Group
Morristown,
New Jersey
|
$1.3M
|
-$745K
|
-15,597
|
-36%
|
|
|
148
|
Lazard Asset Management
New York
|
$1.29M
|
–
|
–
|
–
|
|
|
149
|
Ascent Group
Virginia Beach,
Virginia
|
$1.29M
|
+$557K
|
+11,669
|
+75%
|
|
|
150
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.23M
|
-$853K
|
-17,867
|
-41%
|
|
