|
126
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.89M
|
+$935K
|
+15,708
|
+56%
|
|
|
127
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$2.89M
|
+$78.5K
|
+1,320
|
+3%
|
|
|
128
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.86M
|
-$321K
|
-5,400
|
-11%
|
|
|
129
|
Proficio Capital Partners
Newton,
Massachusetts
|
$2.85M
|
+$701M
|
+11,780,028
|
New
|
|
|
130
|
CoreCap Advisors
Southfield,
Michigan
|
$2.8M
|
-$38.2K
|
-642
|
-1%
|
|
|
131
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.65M
|
-$6.43K
|
-108
|
-0.3%
|
|
|
132
|
Tompkins Financial
Ithaca,
New York
|
$2.54M
|
-$78.5K
|
-1,320
|
-3%
|
|
|
133
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.5M
|
-$105K
|
-1,764
|
-4%
|
|
|
134
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.46M
|
+$474K
|
+7,968
|
+27%
|
|
|
135
|
1900 Wealth Management
San Antonio,
Texas
|
$2.42M
|
-$32.8K
|
-552
|
-1%
|
|
|
136
|
Diversify Advisory Services
Sandy,
Utah
|
$2.42M
|
+$540K
|
+9,084
|
+35%
|
|
|
137
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$2.38M
|
+$87.1K
|
+1,464
|
+4%
|
|
|
138
|
Prospera Financial Services
Dallas,
Texas
|
$2.35M
|
+$213K
|
+3,588
|
+11%
|
|
|
139
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.31M
|
+$20.3K
|
+342
|
+1%
|
|
|
140
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.24M
|
+$3.57K
|
+60
|
+0.2%
|
|
|
141
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$2.19M
|
–
|
–
|
–
|
|
|
142
|
Significant Wealth Partners
Cary,
Illinois
|
$2.19M
|
-$192K
|
-3,222
|
-9%
|
|
|
143
|
Farther Finance Advisors
San Francisco,
California
|
$2.09M
|
-$1.61M
|
-27,024
|
-46%
|
|
|
144
|
Evoke Wealth
Los Angeles,
California
|
$2.08M
|
+$1.87M
|
+31,458
|
New
|
|
|
145
|
Simplicity Wealth
Summit,
New Jersey
|
$2.06M
|
-$526K
|
-8,844
|
-22%
|
|
|
146
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$2.05M
|
-$30.3K
|
-510
|
-2%
|
|
|
147
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$2.04M
|
+$71.4K
|
+1,200
|
+4%
|
|
|
148
|
Cresset Asset Management
Chicago,
Illinois
|
$2.03M
|
-$17.5K
|
-294
|
-0.9%
|
|
|
149
|
Whittier Trust
South Pasadena,
California
|
$2M
|
–
|
–
|
–
|
|
|
150
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.97M
|
+$329K
|
+5,532
|
+23%
|
|
