|
151
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$3.66M
|
+$1.39M
|
+22,507
|
+61%
|
|
|
152
|
Jackson Wealth Management
Lake Mary,
Florida
|
$3.65M
|
+$179K
|
+2,910
|
+5%
|
|
|
153
|
Ceera Investments
Bellaire,
Texas
|
$3.52M
|
+$3.52M
|
+57,215
|
New
|
|
|
154
|
Montecito Bank & Trust
Santa Barbara,
California
|
$3.47M
|
+$304K
|
+4,939
|
+10%
|
|
|
155
|
Institute for Wealth Management
Denver,
Colorado
|
$3.45M
|
-$547K
|
-8,881
|
-14%
|
|
|
156
|
Next Financial Group
Houston,
Texas
|
$3.4M
|
+$1.65M
|
+26,787
|
+94%
|
|
|
157
|
Anchor Investment Management
Columbia,
South Carolina
|
$3.39M
|
+$100K
|
+1,625
|
+3%
|
|
|
158
|
Perigon Wealth Management
San Francisco,
California
|
$3.37M
|
+$95K
|
+1,543
|
+3%
|
|
|
159
|
TD Private Client Wealth
New York
|
$3.31M
|
+$143K
|
+2,324
|
+5%
|
|
|
160
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$3.24M
|
-$1.22M
|
-19,881
|
-27%
|
|
|
161
|
Arete Wealth Advisors
Chicago,
Illinois
|
$3.23M
|
+$2.2M
|
+35,733
|
+214%
|
|
|
162
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.2M
|
+$3.2M
|
+51,953
|
New
|
|
|
163
|
Blue Edge Capital
Richmond,
Virginia
|
$3.18M
|
-$74.6K
|
-1,212
|
-2%
|
|
|
164
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$3.13M
|
+$2.67M
|
+43,326
|
+577%
|
|
|
165
|
Unison Advisors
Washington,
District of Columbia
|
$3.11M
|
+$195K
|
+3,163
|
+7%
|
|
|
166
|
Destiny Wealth Partners
Tavares,
Florida
|
$3.11M
|
-$2.1M
|
-34,091
|
-40%
|
|
|
167
|
M Holdings Securities
Portland,
Oregon
|
$3.1M
|
+$3.1M
|
+50,301
|
New
|
|
|
168
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$3.08M
|
+$1.41M
|
+22,924
|
+85%
|
|
|
169
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.08M
|
+$3.08M
|
+50,020
|
New
|
|
|
170
|
Ritholtz Wealth Management
New York
|
$3.05M
|
+$4.43K
|
+72
|
+0.1%
|
|
|
171
|
Prospera Financial Services
Dallas,
Texas
|
$2.98M
|
+$529K
|
+8,590
|
+22%
|
|
|
172
|
Wealthspire Advisors (New York)
New York
|
$2.95M
|
-$1.14M
|
-18,482
|
-28%
|
|
|
173
|
Roundview Capital
Princeton,
New Jersey
|
$2.9M
|
+$436K
|
+7,085
|
+18%
|
|
|
174
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$2.87M
|
+$485K
|
+7,880
|
+20%
|
|
|
175
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$2.86M
|
+$576K
|
+9,359
|
+25%
|
|
