|
176
|
Keel Point
Huntsville,
Alabama
|
$2.95M
|
+$385K
|
+6,594
|
+15%
|
|
|
177
|
Barings
Charlotte,
North Carolina
|
$2.93M
|
–
|
–
|
–
|
|
|
178
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$2.9M
|
+$534K
|
+9,131
|
+23%
|
|
|
179
|
DDFG Inc
Thousand Oaks,
California
|
$2.87M
|
+$2.87M
|
+49,071
|
New
|
|
|
180
|
Checchi Capital Advisers
Beverly Hills,
California
|
$2.82M
|
-$2.91M
|
-49,865
|
-51%
|
|
|
181
|
Parkside Advisors
Berkeley,
California
|
$2.8M
|
+$2.44M
|
+41,721
|
+671%
|
|
|
182
|
Kestra Advisory Services
Austin,
Texas
|
$2.8M
|
+$357K
|
+6,099
|
+15%
|
|
|
183
|
Theory Financial
Fort Collins,
Colorado
|
$2.79M
|
+$2.79M
|
+47,696
|
New
|
|
|
184
|
Asset Management Resources
Hyannis,
Massachusetts
|
$2.74M
|
-$1.55M
|
-26,524
|
-36%
|
|
|
185
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.66M
|
+$94.1K
|
+1,610
|
+4%
|
|
|
186
|
SVB Wealth
Boston,
Massachusetts
|
$2.65M
|
-$1.49M
|
-25,412
|
-36%
|
|
|
187
|
Marietta Wealth Management
Marietta,
Georgia
|
$2.64M
|
+$2.64M
|
+45,135
|
New
|
|
|
188
|
Valicenti Advisory Services
Elmira,
New York
|
$2.46M
|
+$2.46M
|
+42,039
|
New
|
|
|
189
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$2.41M
|
-$547K
|
-9,363
|
-19%
|
|
|
190
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.37M
|
-$1.02M
|
-17,384
|
-30%
|
|
|
191
|
Valley Financial Management
New York
|
$2.37M
|
+$2.37M
|
+40,459
|
New
|
|
|
192
|
TD Private Client Wealth
New York
|
$2.26M
|
-$90.6K
|
-1,550
|
-4%
|
|
|
193
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$2.21M
|
+$2.21M
|
+37,790
|
New
|
|
|
194
|
Harbour Investments
Madison,
Wisconsin
|
$2.19M
|
+$202K
|
+3,451
|
+10%
|
|
|
195
|
FirstPurpose Wealth
Orem,
Utah
|
$2.17M
|
+$438K
|
+7,493
|
+25%
|
|
|
196
|
Charles Schwab
San Francisco,
California
|
$2.13M
|
-$738M
|
-12,617,556
|
-100%
|
|
|
197
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$2.13M
|
+$14.5K
|
+248
|
+0.7%
|
|
|
198
|
PFG Advisors
Phoenix,
Arizona
|
$2.13M
|
-$567K
|
-9,705
|
-21%
|
|
|
199
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$2.12M
|
+$165K
|
+2,822
|
+8%
|
|
|
200
|
Whitcomb & Hess
Ashland,
Ohio
|
$2M
|
+$1.99M
|
+34,115
|
New
|
|
