|
151
|
Montecito Bank & Trust
Santa Barbara,
California
|
$4.08M
|
+$303K
|
+5,720
|
+8%
|
|
|
152
|
Snowden Capital Advisors
New York
|
$4.04M
|
+$469K
|
+8,847
|
+13%
|
|
|
153
|
Linscomb Wealth
Houston,
Texas
|
$3.88M
|
-$120K
|
-2,272
|
-3%
|
|
|
154
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$3.86M
|
+$1.49M
|
+28,177
|
+63%
|
|
|
155
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.83M
|
+$178K
|
+3,365
|
+5%
|
|
|
156
|
World Investment Advisors
Santa Barbara,
California
|
$3.8M
|
+$1.35M
|
+25,512
|
+52%
|
|
|
157
|
WealthSource Partners
San Luis Obispo,
California
|
$3.79M
|
+$3.11M
|
+58,629
|
+455%
|
|
|
158
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.77M
|
-$119K
|
-2,245
|
-3%
|
|
|
159
|
Rockefeller Capital Management
New York
|
$3.76M
|
-$758K
|
-14,297
|
-17%
|
|
|
160
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$3.74M
|
+$3.83M
|
+72,275
|
New
|
|
|
161
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$3.73M
|
+$3.86M
|
+72,864
|
New
|
|
|
162
|
Corrado Advisors
Ramsey,
New Jersey
|
$3.73M
|
-$798K
|
-15,050
|
-18%
|
|
|
163
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$3.7M
|
+$3.71M
|
+69,986
|
New
|
|
|
164
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.69M
|
+$419K
|
+7,897
|
+13%
|
|
|
165
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$3.6M
|
+$1.57M
|
+29,619
|
+77%
|
|
|
166
|
CFO4Life Group
Coppell,
Texas
|
$3.59M
|
+$480K
|
+9,057
|
+15%
|
|
|
167
|
|
$3.59M
|
–
|
–
|
–
|
|
|
168
|
Old Mission Capital
Chicago,
Illinois
|
$3.55M
|
+$3.56M
|
+67,056
|
New
|
|
|
169
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.53M
|
+$1.41M
|
+26,655
|
+66%
|
|
|
170
|
Calton & Associates
Tampa,
Florida
|
$3.45M
|
-$16.3M
|
-306,526
|
-82%
|
|
|
171
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.41M
|
+$3.42M
|
+64,413
|
New
|
|
|
172
|
|
$3.39M
|
+$3.4M
|
+64,101
|
New
|
|
|
173
|
Venturi Wealth Management
Austin,
Texas
|
$3.38M
|
-$108K
|
-2,040
|
-3%
|
|
|
174
|
HUB Investment Partners
Austin,
Texas
|
$3.37M
|
+$408K
|
+7,704
|
+14%
|
|
|
175
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$3.35M
|
+$3.35M
|
+63,266
|
New
|
|
