|
176
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$16.7M
|
+$16.6M
|
+199,045
|
New
|
|
|
177
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$16.6M
|
+$677K
|
+8,135
|
+4%
|
|
|
178
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$16.6M
|
-$820K
|
-9,857
|
-5%
|
|
|
179
|
West Financial Advisors
Des Moines,
Iowa
|
$16.6M
|
+$314K
|
+3,777
|
+2%
|
|
|
180
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$16.5M
|
+$1.53M
|
+18,343
|
+10%
|
|
|
181
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$16.5M
|
+$563K
|
+6,768
|
+4%
|
|
|
182
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.3M
|
+$4.21M
|
+50,559
|
+35%
|
|
|
183
|
1 North Wealth Services
Annapolis,
Maryland
|
$16.2M
|
-$247K
|
-2,966
|
-2%
|
|
|
184
|
TAGStone Capital
Charlotte,
North Carolina
|
$16M
|
-$656K
|
-7,886
|
-4%
|
|
|
185
|
MML Investors Services
Springfield,
Massachusetts
|
$15.9M
|
-$12.9M
|
-155,249
|
-45%
|
|
|
186
|
Prudential Financial
Newark,
New Jersey
|
$15.8M
|
–
|
–
|
–
|
|
|
187
|
PFG Advisors
Phoenix,
Arizona
|
$15.8M
|
+$410K
|
+4,925
|
+3%
|
|
|
188
|
|
$15.6M
|
+$4.99M
|
+60,000
|
+48%
|
|
|
189
|
Financial Futures
Brielle,
New Jersey
|
$15.6M
|
+$365K
|
+4,388
|
+2%
|
|
|
190
|
Belpointe Asset Management
Reno,
Nevada
|
$15.4M
|
+$3.57M
|
+42,860
|
+30%
|
|
|
191
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$15.1M
|
-$261K
|
-3,140
|
-2%
|
|
|
192
|
Principal Securities
Des Moines,
Iowa
|
$15M
|
+$104K
|
+1,255
|
+0.7%
|
|
|
193
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$14.9M
|
+$429K
|
+5,153
|
+3%
|
|
|
194
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$14.9M
|
+$666K
|
+8,009
|
+5%
|
|
|
195
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14.8M
|
-$58.9M
|
-707,883
|
-80%
|
|
|
196
|
United Services Automobile Association
San Antonio,
Texas
|
$14.8M
|
-$183K
|
-2,197
|
-1%
|
|
|
197
|
JT Stratford LLC
Gainesville,
Georgia
|
$14.8M
|
-$4.19M
|
-50,390
|
-22%
|
|
|
198
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$14.7M
|
+$1.05M
|
+12,588
|
+8%
|
|
|
199
|
Roundview Capital
Princeton,
New Jersey
|
$14.7M
|
-$659K
|
-7,917
|
-4%
|
|
|
200
|
Cordant Inc
Portland,
Oregon
|
$14.7M
|
+$524K
|
+6,300
|
+4%
|
|
