|
151
|
WealthCollab
Bellevue,
Washington
|
$1.4M
|
+$10.2K
|
+129
|
+0.8%
|
|
|
152
|
Valmark Advisers
Akron,
Ohio
|
$1.4M
|
-$57K
|
-719
|
-4%
|
|
|
153
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.39M
|
+$198K
|
+2,500
|
+17%
|
|
|
154
|
Family CFO
Los Altos,
California
|
$1.38M
|
+$13.2K
|
+166
|
+1%
|
|
|
155
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.37M
|
-$10.9K
|
-138
|
-0.8%
|
|
|
156
|
CGN Advisors
Manhattan,
Kansas
|
$1.35M
|
-$69.3K
|
-874
|
-5%
|
|
|
157
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.32M
|
+$148K
|
+1,870
|
+13%
|
|
|
158
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$1.31M
|
-$22.5K
|
-284
|
-2%
|
|
|
159
|
Stifel Financial
St. Louis,
Missouri
|
$1.3M
|
+$179K
|
+2,254
|
+17%
|
|
|
160
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$1.27M
|
-$317
|
-4
|
-0%
|
|
|
161
|
Lodestar Private Asset Management
Alamo,
California
|
$1.21M
|
+$30.1K
|
+379
|
+3%
|
|
|
162
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.2M
|
+$10.3K
|
+130
|
+0.9%
|
|
|
163
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.18M
|
-$150K
|
-1,890
|
-19%
|
|
|
164
|
|
$1.17M
|
–
|
–
|
–
|
|
|
165
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.17M
|
+$3.02K
|
+38
|
+0.3%
|
|
|
166
|
Well Done LLC
Holland,
Michigan
|
$1.14M
|
-$58.5K
|
-738
|
-5%
|
|
|
167
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.13M
|
+$8.33K
|
+105
|
+0.8%
|
|
|
168
|
Skyline Advisors
Bellingham,
Washington
|
$1.13M
|
-$123K
|
-1,552
|
-10%
|
|
|
169
|
Harbour Investments
Madison,
Wisconsin
|
$1.13M
|
-$55.3K
|
-697
|
-5%
|
|
|
170
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$1.12M
|
-$21.3K
|
-269
|
-2%
|
|
|
171
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$1.11M
|
+$7.14K
|
+90
|
+0.7%
|
|
|
172
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$1.1M
|
-$63.1K
|
-795
|
-6%
|
|
|
173
|
Ramirez Asset Management
New York
|
$1.09M
|
+$323K
|
+4,069
|
+44%
|
|
|
174
|
Rockefeller Capital Management
New York
|
$1.09M
|
+$714
|
+9
|
+0.1%
|
|
|
175
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.08M
|
+$376K
|
+4,737
|
+55%
|
|
