|
151
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$1.94M
|
+$2.01M
|
+23,848
|
New
|
|
|
152
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.93M
|
+$2.01M
|
+23,920
|
New
|
|
|
153
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.89M
|
-$66.9K
|
-794
|
-3%
|
|
|
154
|
Fidelity Investments
Boston,
Massachusetts
|
$1.88M
|
+$77.7K
|
+922
|
+4%
|
|
|
155
|
BOK Financial
Tulsa,
Oklahoma
|
$1.87M
|
+$766K
|
+9,094
|
+64%
|
|
|
156
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.85M
|
+$1.92M
|
+22,812
|
New
|
|
|
157
|
Aureus Asset Management
Boston,
Massachusetts
|
$1.78M
|
–
|
–
|
–
|
|
|
158
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.74M
|
+$73.9K
|
+877
|
+4%
|
|
|
159
|
Avantax Advisory Services
Dallas,
Texas
|
$1.68M
|
+$731K
|
+8,684
|
+72%
|
|
|
160
|
Bruce G. Allen Investments
Denver,
Colorado
|
$1.67M
|
-$19.9K
|
-236
|
-1%
|
|
|
161
|
JFG Wealth Management
Denver,
Colorado
|
$1.63M
|
–
|
–
|
–
|
|
|
162
|
LPWM LLC
Minneapolis,
Minnesota
|
$1.59M
|
-$215K
|
-2,551
|
-12%
|
|
|
163
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$1.58M
|
+$10.5K
|
+125
|
+0.6%
|
|
|
164
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.58M
|
+$88.8K
|
+1,054
|
+6%
|
|
|
165
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.56M
|
+$1.34M
|
+15,937
|
+492%
|
|
|
166
|
Wealthspire Advisors (New York)
New York
|
$1.54M
|
-$4.04K
|
-48
|
-0.3%
|
|
|
167
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.47M
|
+$35.2K
|
+418
|
+2%
|
|
|
168
|
Verum Partners
Charlotte,
North Carolina
|
$1.42M
|
-$20.3K
|
-241
|
-1%
|
|
|
169
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.39M
|
+$7.5K
|
+89
|
+0.5%
|
|
|
170
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$1.38M
|
+$1.43M
|
+16,964
|
New
|
|
|
171
|
Horizon Investment Services
Hammond,
Indiana
|
$1.38M
|
–
|
–
|
–
|
|
|
172
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$1.35M
|
+$2.95K
|
+35
|
+0.2%
|
|
|
173
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.34M
|
+$203K
|
+2,409
|
+17%
|
|
|
174
|
&Partners
Nashville,
Tennessee
|
$1.33M
|
+$27K
|
+321
|
+2%
|
|
|
175
|
Citadel Advisors
Miami,
Florida
|
$1.33M
|
+$221K
|
+2,624
|
+19%
|
|
