|
151
|
High Note Wealth
Deephaven,
Minnesota
|
$1.26M
|
–
|
–
|
–
|
|
|
152
|
Insigneo Advisory Services
Miami,
Florida
|
$1.25M
|
–
|
–
|
–
|
|
|
153
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.23M
|
-$92.7K
|
-1,788
|
-7%
|
|
|
154
|
Gratus Capital
Atlanta,
Georgia
|
$1.22M
|
+$311K
|
+6,000
|
+37%
|
|
|
155
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.22M
|
+$214K
|
+4,134
|
+23%
|
|
|
156
|
PFG Advisors
Phoenix,
Arizona
|
$1.22M
|
-$42.6K
|
-822
|
-4%
|
|
|
157
|
Wintrust Investments
Chicago,
Illinois
|
$1.21M
|
–
|
–
|
–
|
|
|
158
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.21M
|
+$61K
|
+1,176
|
+6%
|
|
|
159
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.19M
|
-$15.9K
|
-306
|
-1%
|
|
|
160
|
KWB Wealth
Redlands,
California
|
$1.17M
|
-$8.71K
|
-168
|
-0.7%
|
|
|
161
|
Fulcrum Equity Management
Plano,
Texas
|
$1.15M
|
+$1.08M
|
+20,766
|
New
|
|
|
162
|
NRI Wealth Management
Santa Clara,
California
|
$1.15M
|
-$132K
|
-2,544
|
-11%
|
|
|
163
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.14M
|
–
|
–
|
–
|
|
|
164
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.08M
|
-$10.9K
|
-210
|
-1%
|
|
|
165
|
Retirement Capital Strategies
San Jose,
California
|
$1.06M
|
+$987K
|
+19,044
|
New
|
|
|
166
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$1.03M
|
–
|
–
|
–
|
|
|
167
|
Summit Asset Management
Memphis,
Tennessee
|
$1.01M
|
–
|
–
|
–
|
|
|
168
|
William Blair & Company
Chicago,
Illinois
|
$1M
|
–
|
–
|
–
|
|
|
169
|
Pathstone Holdings
Englewood,
New Jersey
|
$984K
|
+$4.04K
|
+78
|
+0.4%
|
|
|
170
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$972K
|
+$268K
|
+5,178
|
+42%
|
|
|
171
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$970K
|
-$15.9K
|
-306
|
-2%
|
|
|
172
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$968K
|
–
|
–
|
–
|
|
|
173
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$932K
|
-$22.7K
|
-438
|
-3%
|
|
|
174
|
Investment Advisory Group
Hanover,
Massachusetts
|
$926K
|
–
|
–
|
–
|
|
|
175
|
Guild Investment Management
Los Angeles,
California
|
$911K
|
+$849K
|
+16,368
|
New
|
|
