|
126
|
|
$1.68M
|
+$1.68M
|
+33,375
|
New
|
|
|
127
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$1.63M
|
-$41.5M
|
-822,185
|
-96%
|
|
|
128
|
Calton & Associates
Tampa,
Florida
|
$1.6M
|
+$990K
|
+19,634
|
+163%
|
|
|
129
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.51M
|
-$15.2K
|
-301
|
-1%
|
|
|
130
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.44M
|
+$1.44M
|
+28,504
|
New
|
|
|
131
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.42M
|
-$969K
|
-19,219
|
-41%
|
|
|
132
|
Private Wealth Partners
Mill Valley,
California
|
$1.4M
|
+$1.4M
|
+27,800
|
New
|
|
|
133
|
Independent Financial Group
San Diego,
California
|
$1.39M
|
+$958K
|
+18,992
|
+224%
|
|
|
134
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.34M
|
+$5.5K
|
+109
|
+0.4%
|
|
|
135
|
Great Diamond Partners
Portland,
Maine
|
$1.25M
|
+$1.25M
|
+24,805
|
New
|
|
|
136
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.25M
|
-$173K
|
-3,435
|
-12%
|
|
|
137
|
Creative Planning
Overland Park,
Kansas
|
$1.23M
|
+$467K
|
+9,267
|
+61%
|
|
|
138
|
United Capital Financial Advisors
Irving,
Texas
|
$1.07M
|
+$1.08M
|
+21,315
|
New
|
|
|
139
|
Private Advisory Group
Redmond,
Washington
|
$1.05M
|
+$1.05M
|
+20,838
|
New
|
|
|
140
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.04M
|
+$1.04M
|
+20,700
|
New
|
|
|
141
|
Destination Wealth Management
Walnut Creek,
California
|
$990K
|
+$990K
|
+19,631
|
New
|
|
|
142
|
RFG Advisory
Birmingham,
Alabama
|
$943K
|
+$705K
|
+13,969
|
+295%
|
|
|
143
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$913K
|
+$914K
|
+18,117
|
New
|
|
|
144
|
TownSquare Capital
Provo,
Utah
|
$890K
|
+$891K
|
+17,660
|
New
|
|
|
145
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$825K
|
+$13.5K
|
+268
|
+2%
|
|
|
146
|
Fulcrum Equity Management
Plano,
Texas
|
$766K
|
-$2.98K
|
-59
|
-0.4%
|
|
|
147
|
Advisory Services Network
Atlanta,
Georgia
|
$753K
|
+$754K
|
+14,943
|
New
|
|
|
148
|
Montecito Bank & Trust
Santa Barbara,
California
|
$740K
|
+$740K
|
+14,670
|
New
|
|
|
149
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$721K
|
+$721K
|
+14,298
|
New
|
|
|
150
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$721K
|
+$721K
|
+14,298
|
New
|
|
