|
126
|
Proficio Capital Partners
Newton,
Massachusetts
|
$327K
|
+$321K
|
+5,000
|
New
|
|
|
127
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$317K
|
+$311K
|
+4,838
|
New
|
|
|
128
|
BOK Financial
Tulsa,
Oklahoma
|
$315K
|
–
|
–
|
–
|
|
|
129
|
ProVise Management Group
Clearwater,
Florida
|
$314K
|
–
|
–
|
–
|
|
|
130
|
EPG Wealth Management
Atlanta,
Georgia
|
$311K
|
+$321
|
+5
|
+0.1%
|
|
|
131
|
WMS Partners
Towson,
Maryland
|
$310K
|
+$304K
|
+4,734
|
New
|
|
|
132
|
Oppenheimer & Co
New York
|
$308K
|
+$303K
|
+4,712
|
New
|
|
|
133
|
Towerpoint Wealth
Sacramento,
California
|
$297K
|
–
|
–
|
–
|
|
|
134
|
Coastline Trust
Providence,
Rhode Island
|
$293K
|
-$10.3K
|
-160
|
-3%
|
|
|
135
|
Osborne Partners Capital Management
San Francisco,
California
|
$293K
|
+$288K
|
+4,483
|
New
|
|
|
136
|
Janus Henderson Group
London,
|
$288K
|
+$283K
|
+4,406
|
New
|
|
|
137
|
International Assets Investment Management
Orlando,
Florida
|
$284K
|
+$145K
|
+2,250
|
+100%
|
|
|
138
|
Belpointe Asset Management
Reno,
Nevada
|
$282K
|
-$3.21K
|
-50
|
-1%
|
|
|
139
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$280K
|
+$275K
|
+4,280
|
New
|
|
|
140
|
Cetera Advisor Networks
El Segundo,
California
|
$278K
|
+$273K
|
+4,255
|
New
|
|
|
141
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$275K
|
+$39.6K
|
+616
|
+17%
|
|
|
142
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$262K
|
+$28.7K
|
+446
|
+13%
|
|
|
143
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$239K
|
–
|
–
|
–
|
|
|
144
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$235K
|
+$230K
|
+3,585
|
New
|
|
|
145
|
Old National Bancorp
Evansville,
Indiana
|
$234K
|
+$230K
|
+3,582
|
New
|
|
|
146
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$231K
|
-$3.54K
|
-55
|
-2%
|
|
|
147
|
Huntington National Bank
Columbus,
Ohio
|
$227K
|
–
|
–
|
–
|
|
|
148
|
Centaurus Financial
Anaheim,
California
|
$225K
|
-$903K
|
-14,053
|
-80%
|
|
|
149
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$225K
|
+$222K
|
+3,449
|
New
|
|
|
150
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$220K
|
+$1.16K
|
+18
|
+0.5%
|
|
