|
126
|
Partnervest Advisory Services
Santa Barbara,
California
|
$232K
|
-$1.19K
|
-100
|
-0.5%
|
|
|
127
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$226K
|
+$222K
|
+18,615
|
New
|
|
|
128
|
BSW Wealth Partners
Boulder,
Colorado
|
$212K
|
–
|
–
|
–
|
|
|
129
|
Welch & Forbes
Boston,
Massachusetts
|
$210K
|
–
|
–
|
–
|
|
|
130
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$205K
|
–
|
–
|
–
|
|
|
131
|
Glassman Wealth Services
Vienna,
Virginia
|
$195K
|
–
|
–
|
–
|
|
|
132
|
Snowden Capital Advisors
New York
|
$191K
|
+$187K
|
+15,677
|
New
|
|
|
133
|
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
$186K
|
-$15.5K
|
-1,300
|
-8%
|
|
|
134
|
Highlander Capital Management
Short Hills,
New Jersey
|
$185K
|
-$4.76K
|
-400
|
-3%
|
|
|
135
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$183K
|
–
|
–
|
–
|
|
|
136
|
Davenport & Co
Richmond,
Virginia
|
$179K
|
+$7.16K
|
+601
|
+4%
|
|
|
137
|
Valeo Financial Advisors
Carmel,
Indiana
|
$176K
|
–
|
–
|
–
|
|
|
138
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$176K
|
–
|
–
|
–
|
|
|
139
|
Creative Planning
Overland Park,
Kansas
|
$170K
|
+$11.9K
|
+1,000
|
+8%
|
|
|
140
|
Orleans Capital Management
Mandeville,
Louisiana
|
$168K
|
–
|
–
|
–
|
|
|
141
|
Truist Financial
Charlotte,
North Carolina
|
$167K
|
+$163K
|
+13,708
|
New
|
|
|
142
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$162K
|
–
|
–
|
–
|
|
|
143
|
|
$153K
|
+$149K
|
+12,540
|
New
|
|
|
144
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$152K
|
+$148K
|
+12,470
|
New
|
|
|
145
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$151K
|
+$148K
|
+12,398
|
New
|
|
|
146
|
|
$148K
|
–
|
–
|
–
|
|
|
147
|
Western Wealth Management
Golden,
Colorado
|
$148K
|
+$145K
|
+12,187
|
New
|
|
|
148
|
Silvercrest Asset Management
New York
|
$142K
|
–
|
–
|
–
|
|
|
149
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$142K
|
+$59.5K
|
+5,000
|
+75%
|
|
|
150
|
WealthBridge Capital Management
Westerville,
Ohio
|
$140K
|
–
|
–
|
–
|
|
