|
151
|
Concurrent Investment Advisors
Tampa,
Florida
|
$19.2M
|
+$12.1M
|
+146,938
|
+177%
|
|
|
152
|
Winch Advisory Services
Appleton,
Wisconsin
|
$19.1M
|
+$223K
|
+2,713
|
+1%
|
|
|
153
|
Parallel Advisors
San Francisco,
California
|
$19.1M
|
+$242K
|
+2,939
|
+1%
|
|
|
154
|
Petix & Botte Financial
La Mesa,
California
|
$18.8M
|
+$629K
|
+7,651
|
+4%
|
|
|
155
|
TAGStone Capital
Charlotte,
North Carolina
|
$18.8M
|
+$2.84M
|
+34,542
|
+18%
|
|
|
156
|
Y.D. More Investments
Ramat Gan,
Israel
|
$18.6M
|
+$9.68M
|
+117,682
|
+112%
|
|
|
157
|
Comerica Bank
Dallas,
Texas
|
$18.6M
|
+$1.65M
|
+20,115
|
+10%
|
|
|
158
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$18.5M
|
+$32.1K
|
+390
|
+0.2%
|
|
|
159
|
|
$18.4M
|
-$6.9M
|
-83,871
|
-28%
|
|
|
160
|
TD Private Client Wealth
New York
|
$18.3M
|
+$1.38M
|
+16,813
|
+8%
|
|
|
161
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$18.1M
|
-$277K
|
-3,367
|
-2%
|
|
|
162
|
Private Advisor Group
Morristown,
New Jersey
|
$17.9M
|
+$1.72M
|
+20,930
|
+11%
|
|
|
163
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$17.9M
|
+$7.75M
|
+94,194
|
+79%
|
|
|
164
|
Power Wealth Management
Alpharetta,
Georgia
|
$17.7M
|
+$3.26M
|
+39,700
|
+23%
|
|
|
165
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$17.4M
|
+$666K
|
+8,099
|
+4%
|
|
|
166
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$17M
|
+$15.8M
|
+192,488
|
+1,784%
|
|
|
167
|
D.J. St. Germain
Springfield,
Massachusetts
|
$16.9M
|
-$257K
|
-3,131
|
-2%
|
|
|
168
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$16.8M
|
+$1.09M
|
+13,286
|
+7%
|
|
|
169
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$16.8M
|
+$707K
|
+8,599
|
+4%
|
|
|
170
|
M Holdings Securities
Portland,
Oregon
|
$16.8M
|
+$1.36M
|
+16,575
|
+9%
|
|
|
171
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$16.7M
|
+$874K
|
+10,634
|
+6%
|
|
|
172
|
JT Stratford LLC
Gainesville,
Georgia
|
$16.6M
|
+$2.32M
|
+28,181
|
+17%
|
|
|
173
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.6M
|
+$4.45M
|
+54,086
|
+37%
|
|
|
174
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$16.6M
|
-$297K
|
-3,613
|
-2%
|
|
|
175
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$16.6M
|
-$1.08M
|
-13,169
|
-6%
|
|
