|
151
|
Summit Financial
Parsippany,
New Jersey
|
$768K
|
+$778K
|
+26,551
|
New
|
|
|
152
|
Prudential Financial
Newark,
New Jersey
|
$762K
|
+$771K
|
+26,326
|
New
|
|
|
153
|
Treynor Bancshares
Treynor,
Iowa
|
$744K
|
-$6.21K
|
-212
|
-0.8%
|
|
|
154
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$735K
|
-$103K
|
-3,519
|
-12%
|
|
|
155
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$729K
|
-$188K
|
-6,420
|
-20%
|
|
|
156
|
Waycross Partners
Louisville,
Kentucky
|
$723K
|
+$732K
|
+25,000
|
New
|
|
|
157
|
WealthSource Partners
San Luis Obispo,
California
|
$710K
|
-$952K
|
-32,480
|
-57%
|
|
|
158
|
3EDGE Asset Management
Naples,
Florida
|
$705K
|
+$715K
|
+24,401
|
New
|
|
|
159
|
Equitable Holdings
New York
|
$682K
|
+$266K
|
+9,063
|
+62%
|
|
|
160
|
Private Trust Company
Cleveland,
Ohio
|
$680K
|
+$331K
|
+11,282
|
+92%
|
|
|
161
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$614K
|
+$621K
|
+21,211
|
New
|
|
|
162
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$604K
|
–
|
–
|
–
|
|
|
163
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$592K
|
–
|
–
|
–
|
|
|
164
|
Acute Investment Advisory
Mesa,
Arizona
|
$586K
|
-$1.45M
|
-49,401
|
-71%
|
|
|
165
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$586K
|
-$117K
|
-4,000
|
-16%
|
|
|
166
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$583K
|
-$41.4K
|
-1,414
|
-7%
|
|
|
167
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$582K
|
–
|
–
|
–
|
|
|
168
|
Strategic Asset Management
Rochester,
Minnesota
|
$571K
|
+$50.8K
|
+1,734
|
+10%
|
|
|
169
|
Blodgett Wealth Advisors
Concord,
California
|
$570K
|
–
|
–
|
–
|
|
|
170
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$556K
|
-$30.3K
|
-1,033
|
-5%
|
|
|
171
|
Front Row Advisors
Tiburon,
California
|
$554K
|
-$23.4K
|
-800
|
-4%
|
|
|
172
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$549K
|
+$557K
|
+18,997
|
New
|
|
|
173
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$548K
|
+$57.5K
|
+1,961
|
+12%
|
|
|
174
|
GeoWealth Management
Chicago,
Illinois
|
$545K
|
-$19.3K
|
-660
|
-3%
|
|
|
175
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$541K
|
-$6.46M
|
-220,663
|
-92%
|
|
