|
151
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.06M
|
-$232K
|
-9,929
|
-18%
|
|
|
152
|
Carmel Capital Partners
San Diego,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
153
|
4J Wealth Management
Alexandria,
Virginia
|
$1.04M
|
-$102K
|
-4,388
|
-9%
|
|
|
154
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$1.02M
|
+$538K
|
+23,069
|
+112%
|
|
|
155
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$1.01M
|
–
|
–
|
–
|
|
|
156
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1M
|
–
|
–
|
–
|
|
|
157
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$1M
|
–
|
–
|
–
|
|
|
158
|
Horizons Wealth Management
Asheville,
North Carolina
|
$984K
|
+$39.8K
|
+1,707
|
+4%
|
|
|
159
|
Element Wealth
Ridgeland,
Mississippi
|
$928K
|
+$3.83K
|
+164
|
+0.4%
|
|
|
160
|
Barrett & Company
Providence,
Rhode Island
|
$903K
|
+$68.8K
|
+2,950
|
+8%
|
|
|
161
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$885K
|
+$29.8K
|
+1,276
|
+3%
|
|
|
162
|
Foundry Financial Group
Laconia,
New Hampshire
|
$882K
|
-$78K
|
-3,345
|
-8%
|
|
|
163
|
|
$873K
|
+$873K
|
+37,432
|
New
|
|
|
164
|
Cooper Financial Group
Irvine,
California
|
$870K
|
+$57.3K
|
+2,458
|
+7%
|
|
|
165
|
Regions Financial Corp
Birmingham,
Alabama
|
$869K
|
+$869K
|
+37,261
|
New
|
|
|
166
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$845K
|
+$105K
|
+4,511
|
+14%
|
|
|
167
|
Granite Harbor Advisors
Houston,
Texas
|
$826K
|
+$236K
|
+10,109
|
+40%
|
|
|
168
|
Snowden Capital Advisors
New York
|
$813K
|
-$26.7K
|
-1,145
|
-3%
|
|
|
169
|
Hughes Financial Services
Herndon,
Virginia
|
$783K
|
+$784K
|
+33,597
|
New
|
|
|
170
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$766K
|
+$766K
|
+32,857
|
New
|
|
|
171
|
Focused Wealth Management
Newburgh,
New York
|
$764K
|
+$3.31K
|
+142
|
+0.4%
|
|
|
172
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$757K
|
-$12.2K
|
-522
|
-2%
|
|
|
173
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$756K
|
–
|
–
|
–
|
|
|
174
|
|
$729K
|
-$165K
|
-7,062
|
-18%
|
|
|
175
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$702K
|
–
|
–
|
–
|
|
