|
151
|
Strategic Financial Planning
Plano,
Texas
|
$3.01M
|
-$60.7K
|
-417
|
-2%
|
|
|
152
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$2.98M
|
+$165K
|
+1,136
|
+5%
|
|
|
153
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.96M
|
-$533K
|
-3,662
|
-15%
|
|
|
154
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$2.9M
|
-$27.2K
|
-187
|
-0.8%
|
|
|
155
|
Fidelity Investments
Boston,
Massachusetts
|
$2.9M
|
+$11.8K
|
+81
|
+0.4%
|
|
|
156
|
Personal Capital Advisors
Redwood City,
California
|
$2.82M
|
-$323K
|
-2,222
|
-9%
|
|
|
157
|
Trevian Wealth Management
Weston,
Massachusetts
|
$2.8M
|
+$708K
|
+4,864
|
+30%
|
|
|
158
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.75M
|
-$4.72M
|
-32,455
|
-61%
|
|
|
159
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$2.74M
|
+$35.5K
|
+244
|
+1%
|
|
|
160
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.73M
|
–
|
–
|
–
|
|
|
161
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.72M
|
+$37.1K
|
+255
|
+1%
|
|
|
162
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$2.72M
|
-$19.8K
|
-136
|
-0.7%
|
|
|
163
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$2.7M
|
-$71.5K
|
-491
|
-2%
|
|
|
164
|
Asio Capital
Lexington,
Kentucky
|
$2.69M
|
+$2.85M
|
+19,602
|
+2,072%
|
|
|
165
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$2.68M
|
+$79.6K
|
+547
|
+3%
|
|
|
166
|
Chilton Capital Management
Houston,
Texas
|
$2.66M
|
-$52K
|
-357
|
-2%
|
|
|
167
|
Snowden Capital Advisors
New York
|
$2.64M
|
-$40.5K
|
-278
|
-1%
|
|
|
168
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$2.63M
|
+$808K
|
+5,553
|
+38%
|
|
|
169
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2.63M
|
-$109K
|
-749
|
-4%
|
|
|
170
|
Soundmark Wealth Management
Kirkland,
Washington
|
$2.62M
|
+$15.4K
|
+106
|
+0.5%
|
|
|
171
|
Meridian Wealth Management
Lexington,
Kentucky
|
$2.61M
|
+$2.49M
|
+17,103
|
+606%
|
|
|
172
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.61M
|
–
|
–
|
–
|
|
|
173
|
Keel Point
Huntsville,
Alabama
|
$2.6M
|
-$2.81M
|
-19,332
|
-53%
|
|
|
174
|
Atria Investments
Charlotte,
North Carolina
|
$2.51M
|
-$491K
|
-3,372
|
-15%
|
|
|
175
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.48M
|
+$297K
|
+2,040
|
+12%
|
|
