|
151
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$16.5M
|
+$850K
|
+11,006
|
+6%
|
|
|
152
|
Allen Investment Management
New York
|
$16.3M
|
+$13M
|
+168,093
|
+523%
|
|
|
153
|
NewEdge Advisors
New Orleans,
Louisiana
|
$16.1M
|
-$23M
|
-298,163
|
-60%
|
|
|
154
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$15.7M
|
+$1.06M
|
+13,656
|
+8%
|
|
|
155
|
Steward Partners Investment Advisory
New York
|
$15.4M
|
+$11.3M
|
+146,211
|
+338%
|
|
|
156
|
Wealthfront Advisers
Palo Alto,
California
|
$15.3M
|
-$253K
|
-3,273
|
-2%
|
|
|
157
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$15.2M
|
+$207K
|
+2,681
|
+1%
|
|
|
158
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$14.8M
|
-$32.4K
|
-420
|
-0.2%
|
|
|
159
|
AE Wealth Management
Topeka,
Kansas
|
$14.6M
|
+$920K
|
+11,914
|
+7%
|
|
|
160
|
Newton One Investments
Newark,
Delaware
|
$14.3M
|
+$13.6M
|
+176,174
|
New
|
|
|
161
|
Vise Technologies
New York
|
$14.2M
|
+$384K
|
+4,976
|
+3%
|
|
|
162
|
TAGStone Capital
Charlotte,
North Carolina
|
$14.1M
|
-$1.1M
|
-14,174
|
-8%
|
|
|
163
|
M Holdings Securities
Portland,
Oregon
|
$13.7M
|
+$472K
|
+6,113
|
+4%
|
|
|
164
|
Trek Financial
Scottsdale,
Arizona
|
$13.2M
|
+$5.29M
|
+68,468
|
+73%
|
|
|
165
|
Alpha Cubed Investments
Irvine,
California
|
$12.8M
|
+$12.2M
|
+157,321
|
New
|
|
|
166
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$12.8M
|
-$15.2M
|
-196,104
|
-56%
|
|
|
167
|
Norris Financial Group
Greenville,
South Carolina
|
$12.6M
|
-$680K
|
-8,800
|
-5%
|
|
|
168
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$12.6M
|
+$900K
|
+11,648
|
+8%
|
|
|
169
|
Park Avenue Securities
New York
|
$12.5M
|
-$1.51M
|
-19,596
|
-11%
|
|
|
170
|
Pacific Wealth Management
San Diego,
California
|
$12.5M
|
+$11.8M
|
+153,363
|
New
|
|
|
171
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.5M
|
+$83K
|
+1,074
|
+0.7%
|
|
|
172
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$12.4M
|
+$10.5M
|
+136,485
|
+877%
|
|
|
173
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$12.4M
|
-$1.12M
|
-14,451
|
-9%
|
|
|
174
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$12.4M
|
+$1.28M
|
+16,619
|
+12%
|
|
|
175
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$12.3M
|
+$324K
|
+4,190
|
+3%
|
|
