|
151
|
Tranquility Partners
Brentwood,
Tennessee
|
$660K
|
+$322K
|
+3,864
|
+94%
|
|
|
152
|
Moseley Investment Management
Bradenton,
Florida
|
$633K
|
+$227K
|
+2,730
|
+56%
|
|
|
153
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$627K
|
+$36.5K
|
+438
|
+6%
|
|
|
154
|
Oppenheimer & Co
New York
|
$618K
|
–
|
–
|
–
|
|
|
155
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$612K
|
+$615K
|
+7,388
|
New
|
|
|
156
|
ProVise Management Group
Clearwater,
Florida
|
$598K
|
-$42.5K
|
-510
|
-7%
|
|
|
157
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$586K
|
+$31.3K
|
+376
|
+6%
|
|
|
158
|
William Blair & Company
Chicago,
Illinois
|
$541K
|
–
|
–
|
–
|
|
|
159
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$529K
|
+$2.67K
|
+32
|
+0.5%
|
|
|
160
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$465K
|
+$209K
|
+2,506
|
+81%
|
|
|
161
|
Secure Asset Management
Troy,
Michigan
|
$456K
|
-$584K
|
-7,011
|
-56%
|
|
|
162
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$435K
|
-$43.2K
|
-519
|
-9%
|
|
|
163
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$435K
|
+$186K
|
+2,232
|
+74%
|
|
|
164
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$431K
|
–
|
–
|
–
|
|
|
165
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$424K
|
+$446K
|
+5,359
|
New
|
|
|
166
|
Cetera Advisors
Denver,
Colorado
|
$419K
|
+$25.2K
|
+303
|
+6%
|
|
|
167
|
Greytown Advisors
Miami,
Florida
|
$398K
|
-$217K
|
-2,605
|
-35%
|
|
|
168
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$388K
|
+$45.3K
|
+544
|
+13%
|
|
|
169
|
Denver PWM
Denver,
Colorado
|
$381K
|
-$1.46M
|
-17,515
|
-77%
|
|
|
170
|
Steward Partners Investment Advisory
New York
|
$377K
|
+$104K
|
+1,248
|
+38%
|
|
|
171
|
Wealthspire Advisors (New York)
New York
|
$369K
|
+$167
|
+2
|
+0%
|
|
|
172
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$351K
|
–
|
–
|
–
|
|
|
173
|
Essex Financial Services
Essex,
Connecticut
|
$351K
|
+$81.2K
|
+975
|
+30%
|
|
|
174
|
Arete Wealth Advisors
Chicago,
Illinois
|
$348K
|
-$142K
|
-1,706
|
-29%
|
|
|
175
|
Valmark Advisers
Akron,
Ohio
|
$347K
|
+$13.7K
|
+164
|
+4%
|
|
