|
151
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.57M
|
+$719K
|
+6,256
|
+11%
|
|
|
152
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$7.56M
|
+$1.07M
|
+9,335
|
+17%
|
|
|
153
|
Prudential Financial
Newark,
New Jersey
|
$7.51M
|
-$1.16M
|
-10,099
|
-14%
|
|
|
154
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$7.42M
|
-$224K
|
-1,945
|
-3%
|
|
|
155
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$7.41M
|
+$7.12M
|
+61,879
|
New
|
|
|
156
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$7.22M
|
-$55.5K
|
-483
|
-0.8%
|
|
|
157
|
Jasper Ridge Partners
Menlo Park,
California
|
$7.09M
|
-$2.29M
|
-19,914
|
-25%
|
|
|
158
|
Sivia Capital Partners
Mill Valley,
California
|
$7.04M
|
+$1.31M
|
+11,400
|
+24%
|
|
|
159
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$7.04M
|
-$165K
|
-1,434
|
-2%
|
|
|
160
|
Sequoia Financial Advisors
Akron,
Ohio
|
$7.03M
|
-$52.4K
|
-456
|
-0.8%
|
|
|
161
|
Joel Isaacson & Co
New York
|
$6.89M
|
+$295K
|
+2,567
|
+5%
|
|
|
162
|
Fiduciary Trust
Boston,
Massachusetts
|
$6.88M
|
-$90.7K
|
-789
|
-1%
|
|
|
163
|
SYM Financial Corp
Winona Lake,
Indiana
|
$6.85M
|
+$97.3K
|
+846
|
+1%
|
|
|
164
|
MYeCFO
La Jolla,
California
|
$6.56M
|
-$33.4K
|
-290
|
-0.5%
|
|
|
165
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.52M
|
-$294K
|
-2,558
|
-4%
|
|
|
166
|
Belpointe Asset Management
Reno,
Nevada
|
$6.39M
|
-$581K
|
-5,051
|
-9%
|
|
|
167
|
Fifth Third Securities
Cincinnati,
Ohio
|
$6.27M
|
-$240K
|
-2,087
|
-4%
|
|
|
168
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$6.18M
|
-$210K
|
-1,829
|
-3%
|
|
|
169
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.14M
|
+$157K
|
+1,364
|
+3%
|
|
|
170
|
NWF Advisory Services
Los Angeles,
California
|
$6.05M
|
+$42.5K
|
+370
|
+0.7%
|
|
|
171
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$6.02M
|
–
|
–
|
–
|
|
|
172
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$6.01M
|
+$120K
|
+1,045
|
+2%
|
|
|
173
|
Perigon Wealth Management
San Francisco,
California
|
$5.98M
|
+$43.2K
|
+376
|
+0.8%
|
|
|
174
|
PDS Planning
Dublin,
Ohio
|
$5.88M
|
+$266K
|
+2,314
|
+5%
|
|
|
175
|
Secure Asset Management
Troy,
Michigan
|
$5.86M
|
+$187K
|
+1,626
|
+3%
|
|
