|
151
|
|
$342K
|
+$164K
|
+1,557
|
+91%
|
|
|
152
|
Avidian Wealth Enterprises
Houston,
Texas
|
$336K
|
+$78.2K
|
+744
|
+30%
|
|
|
153
|
Lido Advisors
Los Angeles,
California
|
$320K
|
–
|
–
|
–
|
|
|
154
|
First Foundation Advisors
Irvine,
California
|
$317K
|
+$318K
|
+3,031
|
New
|
|
|
155
|
First National Trust
Hermitage,
Pennsylvania
|
$315K
|
–
|
–
|
–
|
|
|
156
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$314K
|
-$96.8K
|
-921
|
-23%
|
|
|
157
|
WealthSource Partners
San Luis Obispo,
California
|
$314K
|
–
|
–
|
–
|
|
|
158
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$312K
|
+$315
|
+3
|
+0.1%
|
|
|
159
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$312K
|
+$314K
|
+2,991
|
New
|
|
|
160
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$311K
|
–
|
–
|
–
|
|
|
161
|
Chesley Taft & Associates
Chicago,
Illinois
|
$309K
|
–
|
–
|
–
|
|
|
162
|
Valmark Advisers
Akron,
Ohio
|
$292K
|
-$37.1K
|
-353
|
-11%
|
|
|
163
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$290K
|
–
|
–
|
–
|
|
|
164
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$288K
|
–
|
–
|
–
|
|
|
165
|
Donoghue Forlines
Boston,
Massachusetts
|
$288K
|
+$289K
|
+2,749
|
New
|
|
|
166
|
KeyBank National Association
Cleveland,
Ohio
|
$274K
|
–
|
–
|
–
|
|
|
167
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$273K
|
+$274K
|
+2,610
|
New
|
|
|
168
|
Bangor Savings Bank
Bangor,
Maine
|
$269K
|
–
|
–
|
–
|
|
|
169
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$268K
|
–
|
–
|
–
|
|
|
170
|
Avantax Planning Partners
Dubuque,
Iowa
|
$264K
|
+$265K
|
+2,521
|
New
|
|
|
171
|
1607 Capital Partners
Richmond,
Virginia
|
$262K
|
+$263K
|
+2,500
|
New
|
|
|
172
|
Mission Wealth Management
Santa Barbara,
California
|
$255K
|
-$11K
|
-105
|
-4%
|
|
|
173
|
BSW Wealth Partners
Boulder,
Colorado
|
$251K
|
-$1.48M
|
-14,135
|
-74%
|
|
|
174
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$250K
|
-$96.5K
|
-919
|
-28%
|
|
|
175
|
Icon Wealth Partners
Houston,
Texas
|
$249K
|
+$189K
|
+1,801
|
+312%
|
|
