|
151
|
Kestra Advisory Services
Austin,
Texas
|
$4.13M
|
+$441K
|
+9,799
|
+12%
|
|
|
152
|
Tidal Investments
Milwaukee,
Wisconsin
|
$4.12M
|
-$1.92M
|
-42,595
|
-31%
|
|
|
153
|
Rockbridge Investment Management
Syracuse,
New York
|
$4.09M
|
+$1.87M
|
+41,602
|
+80%
|
|
|
154
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$4.09M
|
+$2.1M
|
+46,579
|
+99%
|
|
|
155
|
WNY Asset Management
Williamsville,
New York
|
$3.98M
|
+$4.1M
|
+91,002
|
New
|
|
|
156
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$3.97M
|
-$994K
|
-22,069
|
-20%
|
|
|
157
|
SWS Partners
Columbus,
Ohio
|
$3.86M
|
+$188K
|
+4,178
|
+5%
|
|
|
158
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.74M
|
+$332K
|
+7,377
|
+9%
|
|
|
159
|
1607 Capital Partners
Richmond,
Virginia
|
$3.7M
|
+$428K
|
+9,500
|
+13%
|
|
|
160
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$3.6M
|
+$98.2K
|
+2,179
|
+3%
|
|
|
161
|
Abacus Wealth Partners
Santa Monica,
California
|
$3.52M
|
-$5.52M
|
-122,548
|
-60%
|
|
|
162
|
HSBC Holdings
London,
United Kingdom
|
$3.48M
|
-$2.6M
|
-57,716
|
-42%
|
|
|
163
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$3.47M
|
+$967K
|
+21,458
|
+37%
|
|
|
164
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$3.45M
|
+$221K
|
+4,915
|
+7%
|
|
|
165
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.4M
|
-$199K
|
-4,428
|
-6%
|
|
|
166
|
Clear Creek Financial Management
Silverdale,
Washington
|
$3.39M
|
-$75.6K
|
-1,677
|
-2%
|
|
|
167
|
Sovereign Financial Group
Stamford,
Connecticut
|
$3.34M
|
-$12.4K
|
-276
|
-0.4%
|
|
|
168
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.32M
|
-$224K
|
-4,963
|
-6%
|
|
|
169
|
FC Advisory
West Chester,
Pennsylvania
|
$3.29M
|
-$24.2K
|
-537
|
-0.7%
|
|
|
170
|
Certus Wealth Management
Redwood City,
California
|
$3.27M
|
+$968K
|
+21,496
|
+40%
|
|
|
171
|
Unison Advisors
Washington,
District of Columbia
|
$3.2M
|
+$8.06K
|
+179
|
+0.2%
|
|
|
172
|
Strategic Blueprint
Atlanta,
Georgia
|
$3.17M
|
-$217K
|
-4,808
|
-6%
|
|
|
173
|
Kure Advisory
Plymouth,
Minnesota
|
$3.11M
|
+$3.21M
|
+71,141
|
New
|
|
|
174
|
Family Management
New York
|
$3.1M
|
+$3.08M
|
+68,280
|
+2,753%
|
|
|
175
|
1900 Wealth Management
San Antonio,
Texas
|
$3.03M
|
+$716K
|
+15,891
|
+30%
|
|
