|
151
|
Hayden Royal
Charlotte,
North Carolina
|
$1.59M
|
+$1.59M
|
+14,383
|
New
|
|
|
152
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.55M
|
+$1.55M
|
+14,015
|
New
|
|
|
153
|
ProVise Management Group
Clearwater,
Florida
|
$1.53M
|
+$1.54M
|
+13,915
|
New
|
|
|
154
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.53M
|
+$1.53M
|
+13,867
|
New
|
|
|
155
|
West Branch Capital
Amherst,
Massachusetts
|
$1.5M
|
+$520K
|
+4,717
|
+53%
|
|
|
156
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.48M
|
-$91.6K
|
-830
|
-6%
|
|
|
157
|
Madison Investment Holdings
Madison,
Wisconsin
|
$1.47M
|
+$1.47M
|
+13,320
|
New
|
|
|
158
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.47M
|
+$1.14M
|
+10,340
|
+351%
|
|
|
159
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.42M
|
+$1.42M
|
+12,908
|
New
|
|
|
160
|
KeyBank National Association
Cleveland,
Ohio
|
$1.41M
|
+$225K
|
+2,035
|
+19%
|
|
|
161
|
Cabana LLC
Fayetteville,
Arkansas
|
$1.39M
|
+$9.49K
|
+86
|
+0.7%
|
|
|
162
|
M Holdings Securities
Portland,
Oregon
|
$1.32M
|
-$853K
|
-7,729
|
-39%
|
|
|
163
|
Parallel Advisors
San Francisco,
California
|
$1.31M
|
+$1.23M
|
+11,167
|
+1,657%
|
|
|
164
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.3M
|
+$1.3M
|
+11,811
|
New
|
|
|
165
|
|
$1.3M
|
-$47.6M
|
-431,828
|
-97%
|
|
|
166
|
Truist Financial
Charlotte,
North Carolina
|
$1.29M
|
+$834K
|
+7,560
|
+184%
|
|
|
167
|
Astor Investment Management
Chicago,
Illinois
|
$1.27M
|
+$441K
|
+3,995
|
+53%
|
|
|
168
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.24M
|
+$821K
|
+7,441
|
+197%
|
|
|
169
|
Tortoise Investment Management
White Plains,
New York
|
$1.2M
|
+$27.1K
|
+246
|
+2%
|
|
|
170
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$1.19M
|
+$4.52K
|
+41
|
+0.4%
|
|
|
171
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$1.16M
|
+$1.13M
|
+10,210
|
+3,754%
|
|
|
172
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.11M
|
+$37.1K
|
+336
|
+3%
|
|
|
173
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.09M
|
-$459K
|
-4,160
|
Closed
|
|
|
174
|
Trek Financial
Scottsdale,
Arizona
|
$1.08M
|
+$1.08M
|
+9,809
|
New
|
|
|
175
|
|
$1.03M
|
+$1.03M
|
+9,376
|
New
|
|
