|
151
|
Montecito Bank & Trust
Santa Barbara,
California
|
$2.54M
|
-$969
|
-14
|
-0%
|
|
|
152
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$2.49M
|
-$38.6K
|
-558
|
-2%
|
|
|
153
|
|
$2.44M
|
+$10.5K
|
+152
|
+0.4%
|
|
|
154
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.4M
|
-$2.91K
|
-42
|
-0.1%
|
|
|
155
|
Howe & Rusling
Rochester,
New York
|
$2.4M
|
-$363K
|
-5,248
|
-13%
|
|
|
156
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$2.33M
|
+$50.1K
|
+724
|
+2%
|
|
|
157
|
Zhang Financial
Portage,
Michigan
|
$2.32M
|
+$129K
|
+1,870
|
+6%
|
|
|
158
|
Edge Capital Group
Atlanta,
Georgia
|
$2.26M
|
–
|
–
|
–
|
|
|
159
|
NWF Advisory Services
Los Angeles,
California
|
$2.25M
|
+$13K
|
+188
|
+0.6%
|
|
|
160
|
Private Advisor Group
Morristown,
New Jersey
|
$2.23M
|
-$18.5K
|
-267
|
-0.8%
|
|
|
161
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$2.23M
|
-$55.9K
|
-808
|
-2%
|
|
|
162
|
Cresset Asset Management
Chicago,
Illinois
|
$2.19M
|
-$97.7K
|
-1,411
|
-4%
|
|
|
163
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$2.13M
|
+$277K
|
+4,008
|
+15%
|
|
|
164
|
Evanson Asset Management
Carmel,
California
|
$2.09M
|
–
|
–
|
–
|
|
|
165
|
Valmark Advisers
Akron,
Ohio
|
$2.08M
|
+$317K
|
+4,576
|
+18%
|
|
|
166
|
SJS Investment Consulting
Sylvania,
Ohio
|
$2.06M
|
–
|
–
|
–
|
|
|
167
|
Transform Wealth
Greenwood Village,
Colorado
|
$2.04M
|
-$171K
|
-2,469
|
-8%
|
|
|
168
|
Breakwater Investment Management
Seattle,
Washington
|
$1.99M
|
+$44.4K
|
+642
|
+2%
|
|
|
169
|
WorthPointe
La Jolla,
California
|
$1.95M
|
+$1.97M
|
+28,437
|
New
|
|
|
170
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.95M
|
+$58.4K
|
+843
|
+3%
|
|
|
171
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$1.93M
|
–
|
–
|
–
|
|
|
172
|
Fiduciary Group
Savannah,
Georgia
|
$1.93M
|
+$452K
|
+6,536
|
+30%
|
|
|
173
|
Precedent Wealth Partners
Houston,
Texas
|
$1.93M
|
+$251K
|
+3,621
|
+15%
|
|
|
174
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$1.92M
|
+$1.94M
|
+27,985
|
New
|
|
|
175
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.91M
|
+$504K
|
+7,281
|
+35%
|
|
