|
151
|
Venture Visionary Partners
Sylvania,
Ohio
|
$340K
|
–
|
–
|
–
|
|
|
152
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$337K
|
–
|
–
|
–
|
|
|
153
|
Choate Investment Advisors
Boston,
Massachusetts
|
$334K
|
–
|
–
|
–
|
|
|
154
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$329K
|
+$18.6K
|
+1,224
|
+6%
|
|
|
155
|
SVB Wealth
Boston,
Massachusetts
|
$328K
|
-$15.2K
|
-1,000
|
-5%
|
|
|
156
|
Kestra Private Wealth Services
Austin,
Texas
|
$323K
|
–
|
–
|
–
|
|
|
157
|
Claybrook Capital
Wellesley,
Massachusetts
|
$317K
|
-$3.15M
|
-206,818
|
-91%
|
|
|
158
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$317K
|
–
|
–
|
–
|
|
|
159
|
|
$315K
|
+$131K
|
+8,600
|
+75%
|
|
|
160
|
Viridian RIA
Bothell,
Washington
|
$314K
|
–
|
–
|
–
|
|
|
161
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$314K
|
+$304K
|
+20,000
|
New
|
|
|
162
|
Altavista Wealth Management
Asheville,
North Carolina
|
$314K
|
+$304K
|
+20,007
|
New
|
|
|
163
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$313K
|
+$1.32K
|
+87
|
+0.4%
|
|
|
164
|
Freestone Capital Holdings
Seattle,
Washington
|
$313K
|
–
|
–
|
–
|
|
|
165
|
Regions Financial Corp
Birmingham,
Alabama
|
$312K
|
–
|
–
|
–
|
|
|
166
|
ProVise Management Group
Clearwater,
Florida
|
$301K
|
–
|
–
|
–
|
|
|
167
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$299K
|
-$9.04K
|
-594
|
-3%
|
|
|
168
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$284K
|
+$7.07K
|
+465
|
+3%
|
|
|
169
|
Sandy Spring Bank
Olney,
Maryland
|
$275K
|
–
|
–
|
–
|
|
|
170
|
Koshinski Asset Management
Decatur,
Illinois
|
$270K
|
-$91.3K
|
-6,000
|
-26%
|
|
|
171
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$258K
|
–
|
–
|
–
|
|
|
172
|
WealthShield Partners
Cary,
North Carolina
|
$257K
|
+$95K
|
+6,245
|
+62%
|
|
|
173
|
Level Four Advisory Services
Dallas,
Texas
|
$252K
|
–
|
–
|
–
|
|
|
174
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$250K
|
+$242K
|
+15,932
|
New
|
|
|
175
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$242K
|
–
|
–
|
–
|
|
