|
151
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$14.3M
|
-$3.47M
|
-47,457
|
-20%
|
|
|
152
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$14M
|
+$342K
|
+4,673
|
+3%
|
|
|
153
|
Comerica Securities
Detroit,
Michigan
|
$13.9M
|
-$491K
|
-6,724
|
-3%
|
|
|
154
|
Lido Advisors
Los Angeles,
California
|
$13.9M
|
+$726K
|
+9,931
|
+6%
|
|
|
155
|
Intrust Bank
Wichita,
Kansas
|
$13.7M
|
+$66.4K
|
+908
|
+0.5%
|
|
|
156
|
SimplyRich
Carlsbad,
California
|
$13.6M
|
+$567K
|
+7,759
|
+4%
|
|
|
157
|
Security Financial Services
Fort Wayne,
Indiana
|
$13.2M
|
+$745K
|
+10,194
|
+6%
|
|
|
158
|
Meridian Wealth Advisors
Austin,
Texas
|
$13M
|
-$332K
|
-4,540
|
-3%
|
|
|
159
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$12.9M
|
-$206K
|
-2,815
|
-2%
|
|
|
160
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12.9M
|
-$628K
|
-8,598
|
-5%
|
|
|
161
|
Moran Wealth Management
Naples,
Florida
|
$12.8M
|
-$4.09M
|
-55,950
|
-25%
|
|
|
162
|
Merit Financial Group
Alpharetta,
Georgia
|
$12.7M
|
-$581K
|
-7,955
|
-4%
|
|
|
163
|
Manning & Napier Group
Fairport,
New York
|
$12.4M
|
–
|
–
|
–
|
|
|
164
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.1M
|
-$4.24M
|
-58,016
|
-26%
|
|
|
165
|
Rockefeller Capital Management
New York
|
$11.9M
|
+$702K
|
+9,607
|
+6%
|
|
|
166
|
Darrow Company
Needham,
Massachusetts
|
$11.7M
|
+$304K
|
+4,155
|
+3%
|
|
|
167
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$11.6M
|
+$38.8K
|
+531
|
+0.3%
|
|
|
168
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$11.6M
|
+$92.9K
|
+1,271
|
+0.8%
|
|
|
169
|
Colony Group
Boston,
Massachusetts
|
$11.5M
|
+$159K
|
+2,171
|
+1%
|
|
|
170
|
Clearstead Advisors
Cleveland,
Ohio
|
$11.5M
|
-$111K
|
-1,524
|
-1%
|
|
|
171
|
Enzi Wealth
Austin,
Texas
|
$11.5M
|
+$1.13M
|
+15,408
|
+11%
|
|
|
172
|
MA Private Wealth
San Carlos,
California
|
$11.4M
|
+$34.3K
|
+469
|
+0.3%
|
|
|
173
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$11.4M
|
+$540K
|
+7,387
|
+5%
|
|
|
174
|
White Pine Investment Company
Livonia,
Michigan
|
$11.3M
|
-$51.2K
|
-701
|
-0.5%
|
|
|
175
|
Fidelity International
Hamilton,
Bermuda
|
$11.3M
|
–
|
–
|
–
|
|
