|
151
|
WealthSource Partners
San Luis Obispo,
California
|
$293K
|
+$294K
|
+5,966
|
New
|
|
|
152
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$279K
|
-$30K
|
-608
|
-10%
|
|
|
153
|
Davenport & Co
Richmond,
Virginia
|
$252K
|
+$5.42K
|
+110
|
+2%
|
|
|
154
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$247K
|
-$1.03M
|
-20,990
|
-81%
|
|
|
155
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$230K
|
+$231K
|
+4,687
|
New
|
|
|
156
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$229K
|
-$230K
|
-4,668
|
-50%
|
|
|
157
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$225K
|
-$27.8K
|
-564
|
-11%
|
|
|
158
|
American Portfolios Advisors
Holbrook,
New York
|
$216K
|
-$19.7K
|
-400
|
-8%
|
|
|
159
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$215K
|
-$10.1K
|
-205
|
-4%
|
|
|
160
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$214K
|
-$17K
|
-345
|
-7%
|
|
|
161
|
|
$181K
|
-$43.2K
|
-876
|
-19%
|
|
|
162
|
First Horizon Advisors
Memphis,
Tennessee
|
$131K
|
+$132K
|
+2,678
|
New
|
|
|
163
|
Belpointe Asset Management
Reno,
Nevada
|
$130K
|
+$131K
|
+2,657
|
New
|
|
|
164
|
Clearview Wealth Advisors
Salem,
Oregon
|
$91K
|
-$143K
|
-2,905
|
-61%
|
|
|
165
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$79K
|
–
|
–
|
–
|
|
|
166
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$77K
|
+$148
|
+3
|
+0.2%
|
|
|
167
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$71K
|
–
|
–
|
–
|
|
|
168
|
SVB Wealth
Boston,
Massachusetts
|
$65K
|
–
|
–
|
–
|
|
|
169
|
Castleview Partners
Dallas,
Texas
|
$60K
|
+$60.8K
|
+1,235
|
New
|
|
|
170
|
IFP Advisors
Tampa,
Florida
|
$57K
|
-$31.9K
|
-647
|
-37%
|
|
|
171
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$49K
|
–
|
–
|
–
|
|
|
172
|
|
$44K
|
+$44.3K
|
+900
|
New
|
|
|
173
|
UBS Group
Zurich,
Switzerland
|
$41K
|
-$95.9K
|
-1,947
|
-70%
|
|
|
174
|
Allworth Financial
Folsom,
California
|
$29K
|
–
|
–
|
–
|
|
|
175
|
Fidelity Investments
Boston,
Massachusetts
|
$29K
|
+$16.6K
|
+337
|
+131%
|
|
