|
151
|
Studio Investment Management
Chicago,
Illinois
|
$1.33M
|
+$1.4M
|
+27,006
|
New
|
|
|
152
|
|
$1.33M
|
-$565K
|
-10,908
|
-29%
|
|
|
153
|
Paladin Wealth
Arden Hills,
Minnesota
|
$1.33M
|
-$635K
|
-12,263
|
-31%
|
|
|
154
|
Intrua Financial
Houston,
Texas
|
$1.29M
|
+$69.7K
|
+1,345
|
+5%
|
|
|
155
|
Lewis Asset Management
Lafayette,
California
|
$1.26M
|
+$420K
|
+8,107
|
+47%
|
|
|
156
|
|
$1.26M
|
-$680K
|
-13,118
|
-34%
|
|
|
157
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.26M
|
+$811K
|
+15,653
|
+159%
|
|
|
158
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.25M
|
+$571K
|
+11,021
|
+77%
|
|
|
159
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.22M
|
-$29.3K
|
-565
|
-2%
|
|
|
160
|
Jupiter Wealth Management
Glendale,
Colorado
|
$1.22M
|
–
|
–
|
–
|
|
|
161
|
CIBC Bancorp USA
Chicago,
Illinois
|
$1.19M
|
+$1.25M
|
+24,198
|
New
|
|
|
162
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.19M
|
+$267K
|
+5,162
|
+27%
|
|
|
163
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.16M
|
+$745K
|
+14,380
|
+157%
|
|
|
164
|
Mattson Financial Services
Kentwood,
Michigan
|
$1.15M
|
-$4.67M
|
-90,041
|
-79%
|
|
|
165
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$1.14M
|
+$1.18M
|
+22,744
|
+5,205%
|
|
|
166
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$1.13M
|
+$229K
|
+4,428
|
+24%
|
|
|
167
|
Snowden Capital Advisors
New York
|
$1.12M
|
-$386K
|
-7,442
|
-25%
|
|
|
168
|
Bank of America
Charlotte,
North Carolina
|
$1.12M
|
–
|
–
|
–
|
|
|
169
|
Vann Equity Management
Plano,
Texas
|
$1.11M
|
+$1.17M
|
+22,558
|
New
|
|
|
170
|
Oppenheimer Asset Management
New York
|
$1.11M
|
-$228K
|
-4,402
|
-16%
|
|
|
171
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.1M
|
-$308K
|
-5,946
|
-21%
|
|
|
172
|
&Partners
Nashville,
Tennessee
|
$1.09M
|
+$412K
|
+7,942
|
+56%
|
|
|
173
|
Latitude Advisors
Vero Beach,
Florida
|
$1.06M
|
+$237K
|
+4,570
|
+27%
|
|
|
174
|
Atomi Financial Group
New York
|
$1.03M
|
+$32.3K
|
+623
|
+3%
|
|
|
175
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.03M
|
+$1.08M
|
+20,938
|
New
|
|
