|
151
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$336K
|
–
|
–
|
–
|
|
|
152
|
MA Private Wealth
San Carlos,
California
|
$336K
|
+$324K
|
+9,090
|
New
|
|
|
153
|
Tranquility Partners
Brentwood,
Tennessee
|
$330K
|
+$356
|
+10
|
+0.1%
|
|
|
154
|
Joel Isaacson & Co
New York
|
$329K
|
+$317K
|
+8,900
|
New
|
|
|
155
|
Smith, Moore & Co
Clayton,
Missouri
|
$327K
|
–
|
–
|
–
|
|
|
156
|
Fidelity Investments
Boston,
Massachusetts
|
$322K
|
+$58.5K
|
+1,640
|
+23%
|
|
|
157
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$314K
|
–
|
–
|
–
|
|
|
158
|
HBW Advisory Services
Simi Valley,
California
|
$310K
|
+$76.3K
|
+2,140
|
+34%
|
|
|
159
|
Sutton Wealth Advisors
Tampa,
Florida
|
$300K
|
–
|
–
|
–
|
|
|
160
|
Evergreen Capital Management
Bellevue,
Washington
|
$296K
|
–
|
–
|
–
|
|
|
161
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$296K
|
+$32.4K
|
+910
|
+13%
|
|
|
162
|
Global Financial Private Client
Sarasota,
Florida
|
$295K
|
–
|
–
|
–
|
|
|
163
|
FOCUS Wealth Advisors
Houston,
Texas
|
$293K
|
–
|
–
|
–
|
|
|
164
|
William Blair & Company
Chicago,
Illinois
|
$293K
|
–
|
–
|
–
|
|
|
165
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$293K
|
+$283K
|
+7,950
|
New
|
|
|
166
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$286K
|
+$5.7K
|
+160
|
+2%
|
|
|
167
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$285K
|
+$276K
|
+7,730
|
New
|
|
|
168
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$276K
|
+$266K
|
+7,470
|
New
|
|
|
169
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$270K
|
+$261K
|
+7,310
|
New
|
|
|
170
|
Avantax Advisory Services
Dallas,
Texas
|
$269K
|
+$713
|
+20
|
+0.3%
|
|
|
171
|
IHT Wealth Management
Chicago,
Illinois
|
$268K
|
-$53.1K
|
-1,490
|
-17%
|
|
|
172
|
V Wealth Advisors
Overland Park,
Kansas
|
$267K
|
-$3.21K
|
-90
|
-1%
|
|
|
173
|
AssetMark Inc
Concord,
California
|
$267K
|
+$255K
|
+7,140
|
+7,933%
|
|
|
174
|
National Wealth Management Group
Cincinnati,
Ohio
|
$262K
|
+$253K
|
+7,090
|
New
|
|
|
175
|
Davenport & Co
Richmond,
Virginia
|
$261K
|
-$27.1K
|
-760
|
-10%
|
|
