|
151
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$1.97M
|
–
|
–
|
–
|
|
|
152
|
Bruce G. Allen Investments
Denver,
Colorado
|
$1.94M
|
+$243K
|
+2,903
|
+14%
|
|
|
153
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.92M
|
-$335
|
-4
|
-0%
|
|
|
154
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.91M
|
+$1.25M
|
+14,903
|
+180%
|
|
|
155
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$1.87M
|
-$170K
|
-2,037
|
-8%
|
|
|
156
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.83M
|
+$69.2K
|
+827
|
+4%
|
|
|
157
|
Aurelius Family Office
Bedford,
New Hampshire
|
$1.8M
|
+$470K
|
+5,619
|
+35%
|
|
|
158
|
Aureus Asset Management
Boston,
Massachusetts
|
$1.8M
|
–
|
–
|
–
|
|
|
159
|
Institute for Wealth Management
Denver,
Colorado
|
$1.78M
|
+$1.08M
|
+12,952
|
+150%
|
|
|
160
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$1.73M
|
-$3.83M
|
-45,804
|
-69%
|
|
|
161
|
Citadel Advisors
Miami,
Florida
|
$1.69M
|
+$352K
|
+4,214
|
+26%
|
|
|
162
|
LPWM LLC
Minneapolis,
Minnesota
|
$1.66M
|
+$43.5K
|
+520
|
+3%
|
|
|
163
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.65M
|
+$284K
|
+3,396
|
+21%
|
|
|
164
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$1.63M
|
+$436K
|
+5,210
|
+36%
|
|
|
165
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.62M
|
-$896K
|
-10,709
|
-35%
|
|
|
166
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.61M
|
+$583K
|
+6,969
|
+56%
|
|
|
167
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$1.61M
|
+$251
|
+3
|
+0%
|
|
|
168
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.6M
|
-$2.84K
|
-34
|
-0.2%
|
|
|
169
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.57M
|
-$3.97M
|
-47,498
|
-71%
|
|
|
170
|
Wealthspire Advisors (New York)
New York
|
$1.57M
|
–
|
–
|
–
|
|
|
171
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.57M
|
-$308K
|
-3,679
|
-15%
|
|
|
172
|
Scratch Capital
Boise,
Idaho
|
$1.54M
|
-$1.11M
|
-13,263
|
-42%
|
|
|
173
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.52M
|
-$372K
|
-4,448
|
-19%
|
|
|
174
|
Virtue Capital Management
Brentwood,
Tennessee
|
$1.47M
|
+$1.49M
|
+17,809
|
New
|
|
|
175
|
Horizon Investment Services
Hammond,
Indiana
|
$1.4M
|
–
|
–
|
–
|
|
