|
176
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$341K
|
+$9.3K
|
+310
|
+3%
|
|
|
177
|
Montecito Bank & Trust
Santa Barbara,
California
|
$334K
|
–
|
–
|
–
|
|
|
178
|
Titus Wealth Management
Larskpur,
California
|
$333K
|
-$72.5K
|
-2,415
|
-17%
|
|
|
179
|
Raymond James Trust
St. Petersburg,
Florida
|
$326K
|
–
|
–
|
–
|
|
|
180
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$323K
|
-$16.1K
|
-538
|
-4%
|
|
|
181
|
Geneos Wealth Management
Englewood,
Colorado
|
$320K
|
-$129K
|
-4,297
|
-28%
|
|
|
182
|
Advisory Services Network
Atlanta,
Georgia
|
$314K
|
+$4.89K
|
+163
|
+1%
|
|
|
183
|
Southland Equity Partners
Wildwood,
Missouri
|
$312K
|
-$1.05K
|
-35
|
-0.3%
|
|
|
184
|
Scotia Capital
Toronto,
Ontario, Canada
|
$296K
|
+$150
|
+5
|
+0%
|
|
|
185
|
Asset Dedication LLC
San Francisco,
California
|
$295K
|
–
|
–
|
–
|
|
|
186
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$292K
|
+$33.1K
|
+1,103
|
+12%
|
|
|
187
|
William Blair & Company
Chicago,
Illinois
|
$287K
|
-$58.9K
|
-1,963
|
-16%
|
|
|
188
|
|
$277K
|
-$15.2K
|
-505
|
-5%
|
|
|
189
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$275K
|
-$840
|
-28
|
-0.3%
|
|
|
190
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$274K
|
+$6.93K
|
+231
|
+2%
|
|
|
191
|
Fiduciary Group
Savannah,
Georgia
|
$268K
|
-$33K
|
-1,099
|
-11%
|
|
|
192
|
Personal CFO Solutions
Chester,
New Jersey
|
$262K
|
-$30K
|
-1,000
|
-10%
|
|
|
193
|
Berger Financial Group
Plymouth,
Minnesota
|
$260K
|
-$12.5K
|
-418
|
-4%
|
|
|
194
|
Madrona Financial Services
Everett,
Washington
|
$260K
|
–
|
–
|
–
|
|
|
195
|
Perigon Wealth Management
San Francisco,
California
|
$248K
|
-$1.98K
|
-66
|
-0.7%
|
|
|
196
|
Simmons Bank
Pine Bluff,
Arkansas
|
$247K
|
–
|
–
|
–
|
|
|
197
|
Regal Investment Advisors
Kentwood,
Michigan
|
$245K
|
–
|
–
|
–
|
|
|
198
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$245K
|
+$29K
|
+968
|
+13%
|
|
|
199
|
Strategic Blueprint
Atlanta,
Georgia
|
$244K
|
+$510
|
+17
|
+0.2%
|
|
|
200
|
Gray Wealth Management
Bangor,
Maine
|
$238K
|
+$11.9K
|
+398
|
+5%
|
|
