|
126
|
D.A. Davidson & Co
Great Falls,
Montana
|
$404K
|
+$149K
|
+2,385
|
+58%
|
|
|
127
|
Titus Wealth Management
Larskpur,
California
|
$400K
|
+$752
|
+12
|
+0.2%
|
|
|
128
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$398K
|
–
|
–
|
–
|
|
|
129
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$397K
|
–
|
–
|
–
|
|
|
130
|
Columbia Trust
Portland,
Oregon
|
$391K
|
-$59.5K
|
-950
|
-13%
|
|
|
131
|
Willow Creek Wealth Management
Sebastopol,
California
|
$382K
|
–
|
–
|
–
|
|
|
132
|
Kestra Advisory Services
Austin,
Texas
|
$351K
|
-$34.5K
|
-550
|
-9%
|
|
|
133
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$351K
|
–
|
–
|
–
|
|
|
134
|
Grove Bank & Trust
Miami,
Florida
|
$348K
|
–
|
–
|
–
|
|
|
135
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$345K
|
–
|
–
|
–
|
|
|
136
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$342K
|
+$940
|
+15
|
+0.3%
|
|
|
137
|
Freestone Capital Holdings
Seattle,
Washington
|
$337K
|
+$340K
|
+5,424
|
New
|
|
|
138
|
Caprin Asset Management
Henrico,
Virginia
|
$323K
|
–
|
–
|
–
|
|
|
139
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$323K
|
+$326K
|
+5,204
|
New
|
|
|
140
|
|
$310K
|
–
|
–
|
–
|
|
|
141
|
Independent Financial Group
San Diego,
California
|
$301K
|
-$72.7K
|
-1,160
|
-19%
|
|
|
142
|
Calton & Associates
Tampa,
Florida
|
$299K
|
+$125
|
+2
|
+0%
|
|
|
143
|
Sonata Capital Group
Seattle,
Washington
|
$287K
|
–
|
–
|
–
|
|
|
144
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
|
145
|
Gould Asset Management
Claremont,
California
|
$271K
|
-$16.6K
|
-265
|
-6%
|
|
|
146
|
Equitable Holdings
New York
|
$270K
|
+$272K
|
+4,348
|
New
|
|
|
147
|
Two Sigma Securities
New York
|
$263K
|
+$265K
|
+4,236
|
New
|
|
|
148
|
EPG Wealth Management
Atlanta,
Georgia
|
$262K
|
+$940
|
+15
|
+0.4%
|
|
|
149
|
|
$256K
|
-$1.25M
|
-19,932
|
-83%
|
|
|
150
|
Joel Isaacson & Co
New York
|
$256K
|
–
|
–
|
–
|
|
