|
151
|
Choate Investment Advisors
Boston,
Massachusetts
|
$324K
|
–
|
–
|
–
|
|
|
152
|
SVB Wealth
Boston,
Massachusetts
|
$318K
|
–
|
–
|
–
|
|
|
153
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$318K
|
–
|
–
|
–
|
|
|
154
|
Kestra Private Wealth Services
Austin,
Texas
|
$313K
|
–
|
–
|
–
|
|
|
155
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$307K
|
–
|
–
|
–
|
|
|
156
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$305K
|
+$317K
|
+20,080
|
New
|
|
|
157
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$304K
|
+$1.31K
|
+83
|
+0.4%
|
|
|
158
|
Altavista Wealth Management
Asheville,
North Carolina
|
$304K
|
–
|
–
|
–
|
|
|
159
|
Freestone Capital Holdings
Seattle,
Washington
|
$303K
|
–
|
–
|
–
|
|
|
160
|
Regions Financial Corp
Birmingham,
Alabama
|
$302K
|
–
|
–
|
–
|
|
|
161
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$301K
|
+$314K
|
+19,844
|
New
|
|
|
162
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$296K
|
–
|
–
|
–
|
|
|
163
|
ProVise Management Group
Clearwater,
Florida
|
$291K
|
–
|
–
|
–
|
|
|
164
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$291K
|
+$297K
|
+18,784
|
New
|
|
|
165
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$289K
|
+$95
|
+6
|
+0%
|
|
|
166
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$275K
|
–
|
–
|
–
|
|
|
167
|
Private Wealth Partners
Mill Valley,
California
|
$275K
|
+$286K
|
+18,073
|
New
|
|
|
168
|
Mercer Global Advisors
Denver,
Colorado
|
$270K
|
-$545K
|
-34,462
|
-66%
|
|
|
169
|
Sandy Spring Bank
Olney,
Maryland
|
$266K
|
–
|
–
|
–
|
|
|
170
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$264K
|
+$60K
|
+3,800
|
+28%
|
|
|
171
|
Independent Wealth Network
Urbandale,
Iowa
|
$260K
|
+$268K
|
+16,967
|
New
|
|
|
172
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$255K
|
+$266K
|
+16,807
|
New
|
|
|
173
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$250K
|
–
|
–
|
–
|
|
|
174
|
WealthShield Partners
Cary,
North Carolina
|
$249K
|
–
|
–
|
–
|
|
|
175
|
Level Four Advisory Services
Dallas,
Texas
|
$244K
|
–
|
–
|
–
|
|
