|
126
|
Viridian RIA
Bothell,
Washington
|
$523K
|
-$510K
|
-11,800
|
Closed
|
|
|
127
|
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
|
$517K
|
-$1.73K
|
-40
|
-0.3%
|
|
|
128
|
Parsons Capital Management
Providence,
Rhode Island
|
$513K
|
+$500K
|
+11,569
|
New
|
|
|
129
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$495K
|
+$43.3K
|
+1,002
|
+10%
|
|
|
130
|
Trivium Point Advisory
Westport,
Connecticut
|
$488K
|
–
|
–
|
–
|
|
|
131
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$479K
|
+$467K
|
+10,806
|
New
|
|
|
132
|
Altium Wealth Management
Purchase,
New York
|
$475K
|
-$3.5K
|
-81
|
-0.7%
|
|
|
133
|
Eaton Vance Management
Boston,
Massachusetts
|
$474K
|
+$22.2K
|
+514
|
+5%
|
|
|
134
|
Creative Planning
Overland Park,
Kansas
|
$472K
|
+$80K
|
+1,853
|
+21%
|
|
|
135
|
KeyBank National Association
Cleveland,
Ohio
|
$472K
|
+$183K
|
+4,236
|
+66%
|
|
|
136
|
NWAM LLC
Mercer Island,
Washington
|
$462K
|
–
|
–
|
–
|
|
|
137
|
|
$461K
|
+$449K
|
+10,400
|
New
|
|
|
138
|
Leavell Investment Management
Mobile,
Alabama
|
$443K
|
–
|
–
|
–
|
|
|
139
|
Mission Wealth Management
Santa Barbara,
California
|
$436K
|
-$74.8K
|
-1,731
|
-15%
|
|
|
140
|
Rockefeller Capital Management
New York
|
$419K
|
-$3.15K
|
-73
|
-0.8%
|
|
|
141
|
Armbruster Capital Management
Pittsford,
New York
|
$418K
|
-$307K
|
-7,100
|
-43%
|
|
|
142
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$409K
|
+$76K
|
+1,759
|
+24%
|
|
|
143
|
1900 Wealth Management
San Antonio,
Texas
|
$387K
|
-$206K
|
-4,779
|
-35%
|
|
|
144
|
Augustine Asset Management
Jacksonville,
Florida
|
$365K
|
+$44.3K
|
+1,026
|
+14%
|
|
|
145
|
Avantax Planning Partners
Dubuque,
Iowa
|
$353K
|
+$14.1K
|
+326
|
+4%
|
|
|
146
|
Salomon & Ludwin
Richmond,
Virginia
|
$345K
|
-$27.6K
|
-640
|
-8%
|
|
|
147
|
Epstein & White Financial
San Diego,
California
|
$340K
|
+$907
|
+21
|
+0.3%
|
|
|
148
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$333K
|
+$389
|
+9
|
+0.1%
|
|
|
149
|
|
$332K
|
+$323K
|
+7,486
|
New
|
|
|
150
|
Larson Financial Group
St Louis,
Missouri
|
$327K
|
+$168K
|
+3,890
|
+112%
|
|
