|
151
|
AdvicePeriod
Los Angeles,
California
|
$1.88M
|
+$163K
|
+2,099
|
+10%
|
|
|
152
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.83M
|
+$16.1K
|
+207
|
+0.9%
|
|
|
153
|
Fidelity Investments
Boston,
Massachusetts
|
$1.81M
|
+$17.8K
|
+229
|
+1%
|
|
|
154
|
BOK Financial
Tulsa,
Oklahoma
|
$1.79M
|
–
|
–
|
–
|
|
|
155
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.78M
|
-$52.7K
|
-677
|
-3%
|
|
|
156
|
First Allied Advisory Services
San Diego,
California
|
$1.75M
|
+$175K
|
+2,244
|
+12%
|
|
|
157
|
AllSquare Wealth Management
Albany,
New York
|
$1.72M
|
-$79.6K
|
-1,023
|
-5%
|
|
|
158
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.72M
|
-$374K
|
-4,803
|
-18%
|
|
|
159
|
Susquehanna International Group (Ireland)
Dublin,
Ireland
|
$1.63M
|
+$1.57M
|
+20,120
|
New
|
|
|
160
|
Brave Asset Management
Summit,
New Jersey
|
$1.63M
|
+$41.8K
|
+537
|
+3%
|
|
|
161
|
Neumann Capital Management
Foster City,
California
|
$1.62M
|
-$7.47K
|
-96
|
-0.5%
|
|
|
162
|
KeyBank National Association
Cleveland,
Ohio
|
$1.6M
|
–
|
–
|
–
|
|
|
163
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$1.6M
|
–
|
–
|
–
|
|
|
164
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.59M
|
-$5.83K
|
-75
|
-0.4%
|
|
|
165
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.58M
|
+$50.7K
|
+652
|
+3%
|
|
|
166
|
Price Wealth
Austin,
Texas
|
$1.57M
|
+$11.4K
|
+146
|
+0.8%
|
|
|
167
|
Choreo LLC
Rockford,
Illinois
|
$1.57M
|
+$142K
|
+1,827
|
+10%
|
|
|
168
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$1.52M
|
+$1.46M
|
+18,768
|
New
|
|
|
169
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$1.51M
|
-$399K
|
-5,123
|
-22%
|
|
|
170
|
New Capital Management
Houston,
Texas
|
$1.49M
|
-$778
|
-10
|
-0.1%
|
|
|
171
|
Parkwood LLC
Cleveland,
Ohio
|
$1.46M
|
–
|
–
|
–
|
|
|
172
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$1.45M
|
–
|
–
|
–
|
|
|
173
|
HoyleCohen
San Diego,
California
|
$1.4M
|
+$12.8K
|
+165
|
+1%
|
|
|
174
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.4M
|
+$1.34M
|
+17,258
|
New
|
|
|
175
|
Empirical Finance
Havertown,
Pennsylvania
|
$1.4M
|
+$1.06M
|
+13,620
|
+375%
|
|
