|
126
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.72M
|
+$192K
|
+1,801
|
+13%
|
|
|
127
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.71M
|
-$4.99M
|
-46,749
|
-75%
|
|
|
128
|
IberiaBank
Lafayette,
Louisiana
|
$1.7M
|
+$33K
|
+309
|
+2%
|
|
|
129
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$1.69M
|
+$609K
|
+5,709
|
+57%
|
|
|
130
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.69M
|
+$1.68M
|
+15,787
|
New
|
|
|
131
|
Lucia Wealth Services
San Diego,
California
|
$1.68M
|
-$121K
|
-1,136
|
-7%
|
|
|
132
|
Alesco Advisors
Pittsford,
New York
|
$1.67M
|
-$240K
|
-2,249
|
-13%
|
|
|
133
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.65M
|
+$1.65M
|
+15,486
|
New
|
|
|
134
|
PFS Investments
Duluth,
Georgia
|
$1.61M
|
+$516K
|
+4,834
|
+47%
|
|
|
135
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.56M
|
+$1.56M
|
+14,636
|
New
|
|
|
136
|
Advisory Services Network
Atlanta,
Georgia
|
$1.55M
|
+$455K
|
+4,271
|
+42%
|
|
|
137
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.55M
|
+$114K
|
+1,071
|
+8%
|
|
|
138
|
Portland Global Advisors
Portland,
Maine
|
$1.54M
|
+$1.54M
|
+14,455
|
New
|
|
|
139
|
William Blair & Company
Chicago,
Illinois
|
$1.52M
|
+$123K
|
+1,157
|
+9%
|
|
|
140
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.52M
|
+$1.52M
|
+14,276
|
New
|
|
|
141
|
Confluence Wealth Management
Portland,
Oregon
|
$1.5M
|
-$10.7K
|
-100
|
-0.7%
|
|
|
142
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$1.47M
|
-$27.7K
|
-260
|
-2%
|
|
|
143
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.43M
|
-$132K
|
-1,236
|
-8%
|
|
|
144
|
SP Asset Management
Cupertino,
California
|
$1.43M
|
+$3.73K
|
+35
|
+0.3%
|
|
|
145
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.4M
|
+$120K
|
+1,124
|
+9%
|
|
|
146
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.39M
|
+$366K
|
+3,428
|
+36%
|
|
|
147
|
|
$1.36M
|
+$296K
|
+2,774
|
+28%
|
|
|
148
|
Whittier Trust
South Pasadena,
California
|
$1.3M
|
–
|
–
|
–
|
|
|
149
|
Elmwood Wealth Management
Berkeley,
California
|
$1.24M
|
+$10.7K
|
+100
|
+0.9%
|
|
|
150
|
Grove Bank & Trust
Miami,
Florida
|
$1.21M
|
+$116K
|
+1,087
|
+11%
|
|
