|
201
|
Weil Company
San Diego,
California
|
$467K
|
–
|
–
|
–
|
|
|
202
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$465K
|
+$21.2K
|
+565
|
+5%
|
|
|
203
|
Steward Partners Investment Advisory
New York
|
$461K
|
+$442K
|
+11,778
|
New
|
|
|
204
|
Financial Enhancement Group
Anderson,
Indiana
|
$450K
|
-$31K
|
-824
|
-7%
|
|
|
205
|
Destiny Capital
Golden,
Colorado
|
$442K
|
-$18.1K
|
-481
|
-4%
|
|
|
206
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$428K
|
+$7.29K
|
+194
|
+2%
|
|
|
207
|
Pecaut & Co
Sioux City,
Iowa
|
$426K
|
-$4.03M
|
-107,220
|
-91%
|
|
|
208
|
Segment Wealth Management
Houston,
Texas
|
$424K
|
–
|
–
|
–
|
|
|
209
|
Veritable
Wilmington,
Delaware
|
$420K
|
–
|
–
|
–
|
|
|
210
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$399K
|
+$14.9K
|
+397
|
+4%
|
|
|
211
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$389K
|
+$2.71K
|
+72
|
+0.7%
|
|
|
212
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$363K
|
+$349K
|
+9,292
|
New
|
|
|
213
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$359K
|
+$345K
|
+9,183
|
New
|
|
|
214
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$352K
|
–
|
–
|
–
|
|
|
215
|
Catalyst Private Wealth
San Mateo,
California
|
$351K
|
-$127K
|
-3,379
|
-27%
|
|
|
216
|
Derbend Asset Management
Peachtree City,
Georgia
|
$340K
|
+$56.3K
|
+1,500
|
+21%
|
|
|
217
|
Washington Trust
Westerly,
Rhode Island
|
$335K
|
–
|
–
|
–
|
|
|
218
|
Regimen Wealth
Atlanta,
Georgia
|
$325K
|
+$313K
|
+8,322
|
New
|
|
|
219
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$324K
|
-$605K
|
-16,104
|
-66%
|
|
|
220
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$322K
|
-$188K
|
-5,008
|
-38%
|
|
|
221
|
Lido Advisors
Los Angeles,
California
|
$320K
|
+$5.48K
|
+146
|
+2%
|
|
|
222
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$311K
|
+$14.3K
|
+382
|
+5%
|
|
|
223
|
Appleton Partners
Boston,
Massachusetts
|
$305K
|
–
|
–
|
–
|
|
|
224
|
Atria Wealth Solutions
New York
|
$303K
|
+$291K
|
+7,746
|
New
|
|
|
225
|
WestEnd Advisors
Charlotte,
North Carolina
|
$290K
|
-$199K
|
-5,292
|
Closed
|
|
