|
151
|
Bank of New York Mellon
New York
|
$14.9M
|
+$5.77M
|
+90,926
|
+49%
|
|
|
152
|
Summit Wealth Partners
Orlando,
Florida
|
$14.8M
|
+$575K
|
+9,068
|
+3%
|
|
|
153
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$14.8M
|
+$11.8M
|
+185,713
|
+211%
|
|
|
154
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$14.8M
|
-$1.89M
|
-29,750
|
-10%
|
|
|
155
|
Southern Wealth Management
Dallas,
Texas
|
$14.8M
|
+$5.29M
|
+83,341
|
+44%
|
|
|
156
|
Klingman & Associates
New York
|
$14.5M
|
+$3.57M
|
+56,315
|
+26%
|
|
|
157
|
CX Institutional
Auburn,
Indiana
|
$14.4M
|
+$12.7M
|
+200,534
|
+301%
|
|
|
158
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$14.2M
|
-$703K
|
-11,083
|
-4%
|
|
|
159
|
Intelligence Driven Advisers
Carlsbad,
California
|
$14.1M
|
-$1.12M
|
-17,577
|
-6%
|
|
|
160
|
TLWM Financial
San Antonio,
Texas
|
$13.8M
|
+$14.5K
|
+229
|
+0.1%
|
|
|
161
|
Clearstead Advisors
Cleveland,
Ohio
|
$13.7M
|
+$8.09M
|
+127,517
|
+101%
|
|
|
162
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$13.7M
|
-$2.58M
|
-40,627
|
-14%
|
|
|
163
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$13.7M
|
-$3.16M
|
-49,747
|
-16%
|
|
|
164
|
Montecito Bank & Trust
Santa Barbara,
California
|
$13.3M
|
+$2.99M
|
+47,079
|
+24%
|
|
|
165
|
Verde Capital Management
Clarkston,
Michigan
|
$13.1M
|
-$300K
|
-4,723
|
-2%
|
|
|
166
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$12.9M
|
-$19.1M
|
-300,379
|
-56%
|
|
|
167
|
Bessemer Group
Woodbridge,
New Jersey
|
$12.5M
|
+$933K
|
+14,710
|
+7%
|
|
|
168
|
Insight Wealth Strategies
San Ramon,
California
|
$12.5M
|
+$10.4M
|
+163,345
|
+241%
|
|
|
169
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$12.4M
|
+$1.76M
|
+27,782
|
+14%
|
|
|
170
|
IHT Wealth Management
Chicago,
Illinois
|
$12.4M
|
+$145K
|
+2,283
|
+1%
|
|
|
171
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$12.3M
|
+$14.5M
|
+228,464
|
New
|
|
|
172
|
CFO4Life Group
Coppell,
Texas
|
$12.3M
|
+$963K
|
+15,185
|
+7%
|
|
|
173
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$12.3M
|
-$17.3M
|
-271,964
|
-54%
|
|
|
174
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$12.1M
|
-$615K
|
-9,702
|
-4%
|
|
|
175
|
Advisory Services Network
Atlanta,
Georgia
|
$11.9M
|
-$6.07M
|
-95,683
|
-30%
|
|
