|
151
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$1.93M
|
-$169K
|
-3,329
|
-7%
|
|
|
152
|
Steward Partners Investment Advisory
New York
|
$1.91M
|
-$765K
|
-15,066
|
-25%
|
|
|
153
|
Barber Financial Group
Lenexa,
Kansas
|
$1.87M
|
-$42.7K
|
-841
|
-2%
|
|
|
154
|
Victory Capital Management
San Antonio,
Texas
|
$1.85M
|
+$2.23M
|
+44,000
|
New
|
|
|
155
|
Zhang Financial
Portage,
Michigan
|
$1.78M
|
+$418K
|
+8,230
|
+24%
|
|
|
156
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$1.76M
|
+$787K
|
+15,500
|
+59%
|
|
|
157
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.76M
|
+$991K
|
+19,503
|
+87%
|
|
|
158
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.73M
|
+$230K
|
+4,534
|
+12%
|
|
|
159
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.72M
|
-$1.56M
|
-30,662
|
-43%
|
|
|
160
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.72M
|
-$1.15M
|
-22,654
|
-36%
|
|
|
161
|
Parallel Advisors
San Francisco,
California
|
$1.66M
|
-$2.04M
|
-40,105
|
-50%
|
|
|
162
|
M&T Bank
Buffalo,
New York
|
$1.66M
|
+$903K
|
+17,770
|
+82%
|
|
|
163
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$1.65M
|
+$5.13K
|
+101
|
+0.3%
|
|
|
164
|
Washington Trust Bank
Spokane,
Washington
|
$1.64M
|
+$148K
|
+2,905
|
+8%
|
|
|
165
|
Comprehensive Financial Management
Los Gatos,
California
|
$1.62M
|
+$4.93K
|
+97
|
+0.3%
|
|
|
166
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.61M
|
+$672K
|
+13,232
|
+52%
|
|
|
167
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.58M
|
+$1.61M
|
+31,731
|
+531%
|
|
|
168
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.55M
|
+$1.22M
|
+24,050
|
+186%
|
|
|
169
|
DFPG Investments
Sandy,
Utah
|
$1.5M
|
-$2.5M
|
-49,128
|
-59%
|
|
|
170
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.5M
|
-$437K
|
-8,598
|
-21%
|
|
|
171
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$1.48M
|
+$45.7K
|
+900
|
+3%
|
|
|
172
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.47M
|
+$410K
|
+8,078
|
+29%
|
|
|
173
|
Perigon Wealth Management
San Francisco,
California
|
$1.45M
|
+$806K
|
+15,878
|
+93%
|
|
|
174
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.42M
|
+$2.64K
|
+52
|
+0.2%
|
|
|
175
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1.39M
|
-$165K
|
-3,258
|
-9%
|
|
