|
151
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.21M
|
+$146K
|
+6,250
|
+14%
|
|
|
152
|
Belpointe Asset Management
Reno,
Nevada
|
$1.19M
|
-$2.18M
|
-93,501
|
-65%
|
|
|
153
|
Novem Group
Rochester,
New York
|
$1.11M
|
-$285K
|
-12,218
|
-20%
|
|
|
154
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.1M
|
+$225K
|
+9,635
|
+26%
|
|
|
155
|
Leo Wealth LLC
Hurst,
Texas
|
$1.09M
|
-$208K
|
-8,919
|
-16%
|
|
|
156
|
Summit Wealth Partners
Orlando,
Florida
|
$1.07M
|
-$723K
|
-30,975
|
-40%
|
|
|
157
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$1.05M
|
-$695K
|
-29,796
|
-40%
|
|
|
158
|
Carmel Capital Partners
San Diego,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
159
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$1M
|
–
|
–
|
–
|
|
|
160
|
Barrett & Company
Providence,
Rhode Island
|
$979K
|
+$73.5K
|
+3,150
|
+8%
|
|
|
161
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$978K
|
+$209K
|
+8,972
|
+27%
|
|
|
162
|
Horizons Wealth Management
Asheville,
North Carolina
|
$973K
|
-$13.6K
|
-581
|
-1%
|
|
|
163
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$972K
|
+$125K
|
+5,349
|
+15%
|
|
|
164
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$941K
|
+$54.2K
|
+2,322
|
+6%
|
|
|
165
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$937K
|
-$82.6K
|
-3,540
|
-8%
|
|
|
166
|
Hughes Financial Services
Herndon,
Virginia
|
$935K
|
+$153K
|
+6,537
|
+19%
|
|
|
167
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$838K
|
+$837K
|
+35,842
|
New
|
|
|
168
|
Element Wealth
Ridgeland,
Mississippi
|
$836K
|
-$93.3K
|
-3,996
|
-10%
|
|
|
169
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$832K
|
+$73.7K
|
+3,158
|
+10%
|
|
|
170
|
Foundry Financial Group
Laconia,
New Hampshire
|
$824K
|
-$60.1K
|
-2,573
|
-7%
|
|
|
171
|
Rinkey Investments
San Diego,
California
|
$824K
|
+$417K
|
+17,880
|
+103%
|
|
|
172
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$819K
|
+$341K
|
+14,591
|
+71%
|
|
|
173
|
Granite Harbor Advisors
Houston,
Texas
|
$818K
|
-$9.66K
|
-414
|
-1%
|
|
|
174
|
Focused Wealth Management
Newburgh,
New York
|
$780K
|
+$14.8K
|
+634
|
+2%
|
|
|
175
|
Balentine LLC
Atlanta,
Georgia
|
$780K
|
+$753K
|
+32,281
|
+3,003%
|
|