|
151
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$1.36M
|
+$642K
|
+16,138
|
+90%
|
|
|
152
|
United Community Bank
Greenville,
South Carolina
|
$1.34M
|
+$112K
|
+2,808
|
+9%
|
|
|
153
|
Lido Advisors
Los Angeles,
California
|
$1.32M
|
+$1.3M
|
+32,725
|
New
|
|
|
154
|
Atria Wealth Solutions
New York
|
$1.3M
|
+$305K
|
+7,668
|
+31%
|
|
|
155
|
Webster Bank
Waterbury,
Connecticut
|
$1.29M
|
-$327K
|
-8,218
|
-20%
|
|
|
156
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.28M
|
–
|
–
|
–
|
|
|
157
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.27M
|
-$34.6K
|
-869
|
-3%
|
|
|
158
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.24M
|
+$1.23M
|
+30,894
|
New
|
|
|
159
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$1.22M
|
+$54.2K
|
+1,363
|
+5%
|
|
|
160
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.2M
|
-$1.2M
|
-30,112
|
-50%
|
|
|
161
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.19M
|
-$26.6K
|
-670
|
-2%
|
|
|
162
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$1.13M
|
+$94.3K
|
+2,372
|
+9%
|
|
|
163
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.1M
|
+$128K
|
+3,225
|
+13%
|
|
|
164
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.08M
|
-$363K
|
-9,134
|
-25%
|
|
|
165
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.08M
|
-$54.8K
|
-1,379
|
-5%
|
|
|
166
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.03M
|
+$4.73K
|
+119
|
+0.5%
|
|
|
167
|
Crux Wealth Advisors
Long Beach,
California
|
$1.03M
|
-$5.29K
|
-133
|
-0.5%
|
|
|
168
|
VestGen Advisors
Inverness,
Illinois
|
$1.02M
|
+$1.01M
|
+25,300
|
New
|
|
|
169
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.01M
|
+$8.23K
|
+207
|
+0.8%
|
|
|
170
|
Rockefeller Capital Management
New York
|
$988K
|
+$14.8K
|
+373
|
+2%
|
|
|
171
|
Dudley Capital Management
Middleburg,
Virginia
|
$967K
|
-$9.94K
|
-250
|
-1%
|
|
|
172
|
Farther Finance Advisors
San Francisco,
California
|
$933K
|
+$198K
|
+4,979
|
+27%
|
|
|
173
|
PFG Investments
Woodbury,
New York
|
$925K
|
+$219K
|
+5,506
|
+32%
|
|
|
174
|
Addison Capital
Conshohocken,
Pennsylvania
|
$916K
|
-$85.3K
|
-2,145
|
-9%
|
|
|
175
|
Greatmark Investment Partners
Columbus,
Georgia
|
$895K
|
+$326K
|
+8,200
|
+58%
|
|
