|
151
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$293K
|
–
|
–
|
–
|
|
|
152
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$292K
|
-$1.64K
|
-39
|
-0.6%
|
|
|
153
|
Davidson Trust Company
Seattle,
Washington
|
$291K
|
–
|
–
|
–
|
|
|
154
|
Minot Wealth Management
Westwood,
Massachusetts
|
$291K
|
+$84K
|
+2,000
|
+40%
|
|
|
155
|
Cantor Fitzgerald
New York
|
$291K
|
+$294K
|
+7,000
|
New
|
|
|
156
|
Aviance Capital Partners
Naples,
Florida
|
$290K
|
-$1.65M
|
-39,394
|
-85%
|
|
|
157
|
William Blair & Company
Chicago,
Illinois
|
$285K
|
+$5.21K
|
+124
|
+2%
|
|
|
158
|
Independent Financial Group
San Diego,
California
|
$274K
|
+$277K
|
+6,595
|
New
|
|
|
159
|
Zevin Asset Management
Boston,
Massachusetts
|
$272K
|
–
|
–
|
–
|
|
|
160
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$266K
|
+$86.5K
|
+2,060
|
+47%
|
|
|
161
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$253K
|
–
|
–
|
–
|
|
|
162
|
SeaCrest Wealth Management
Purchase,
New York
|
$253K
|
+$50.4K
|
+1,200
|
+25%
|
|
|
163
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$252K
|
+$8.4K
|
+200
|
+3%
|
|
|
164
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$249K
|
–
|
–
|
–
|
|
|
165
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$249K
|
–
|
–
|
–
|
|
|
166
|
Parsons Capital Management
Providence,
Rhode Island
|
$249K
|
–
|
–
|
–
|
|
|
167
|
Cerity Partners OCIO
New York
|
$241K
|
–
|
–
|
–
|
|
|
168
|
Freestone Capital Holdings
Seattle,
Washington
|
$236K
|
–
|
–
|
–
|
|
|
169
|
MGO One Seven
Beachwood,
Ohio
|
$234K
|
-$8.4K
|
-200
|
-3%
|
|
|
170
|
Summit Asset Management
Memphis,
Tennessee
|
$230K
|
–
|
–
|
–
|
|
|
171
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$230K
|
+$21.4K
|
+510
|
+10%
|
|
|
172
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$230K
|
+$232K
|
+5,520
|
New
|
|
|
173
|
Americana Partners
Houston,
Texas
|
$222K
|
-$200K
|
-4,758
|
-47%
|
|
|
174
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
$220K
|
–
|
–
|
–
|
|
|
175
|
UMB Bank
Kansas City,
Missouri
|
$220K
|
–
|
–
|
–
|
|
