|
151
|
TRUADVICE
Sarasota,
Florida
|
$472K
|
+$11.4K
|
+409
|
+2%
|
|
|
152
|
Raymond James Trust
St. Petersburg,
Florida
|
$460K
|
-$10.7K
|
-383
|
-2%
|
|
|
153
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$450K
|
-$57K
|
-2,042
|
-10%
|
|
|
154
|
NorthLanding Financial Partners
Rochester,
New York
|
$448K
|
+$508K
|
+18,191
|
New
|
|
|
155
|
Knightsbridge Asset Management
Newport Beach,
California
|
$441K
|
-$503K
|
-18,027
|
-50%
|
|
|
156
|
MBE Wealth Management
Tomah,
Wisconsin
|
$439K
|
-$73.2K
|
-2,621
|
-13%
|
|
|
157
|
Focus Financial Network
Minneapolis,
Minnesota
|
$413K
|
-$816K
|
-29,239
|
-64%
|
|
|
158
|
Atria Wealth Solutions
New York
|
$403K
|
+$40.5K
|
+1,449
|
+10%
|
|
|
159
|
Mengis Capital Management
Portland,
Oregon
|
$382K
|
+$51.2K
|
+1,833
|
+13%
|
|
|
160
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$369K
|
-$171K
|
-6,108
|
-29%
|
|
|
161
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$351K
|
-$14K
|
-500
|
-3%
|
|
|
162
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$335K
|
+$21.8K
|
+780
|
+6%
|
|
|
163
|
Physician Wealth Advisors
Midvale,
Utah
|
$327K
|
-$58.5K
|
-2,095
|
-14%
|
|
|
164
|
Cabot Wealth Management
Salem,
Massachusetts
|
$327K
|
+$138K
|
+4,928
|
+59%
|
|
|
165
|
Fifth Third Securities
Cincinnati,
Ohio
|
$324K
|
+$11.2K
|
+400
|
+3%
|
|
|
166
|
Private Trust Company
Cleveland,
Ohio
|
$310K
|
+$252K
|
+9,025
|
+253%
|
|
|
167
|
US Bancorp
Minneapolis,
Minnesota
|
$292K
|
–
|
–
|
–
|
|
|
168
|
RMR Wealth Builders
Montclair,
New Jersey
|
$284K
|
-$7.71M
|
-276,121
|
-96%
|
|
|
169
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$276K
|
-$2.23K
|
-80
|
-0.7%
|
|
|
170
|
Copperleaf Capital
Raleigh,
North Carolina
|
$273K
|
-$1.69M
|
-60,681
|
-85%
|
|
|
171
|
|
$271K
|
-$292K
|
-10,457
|
-49%
|
|
|
172
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$269K
|
–
|
–
|
–
|
|
|
173
|
Perigon Wealth Management
San Francisco,
California
|
$266K
|
+$39.4K
|
+1,413
|
+15%
|
|
|
174
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$259K
|
-$155K
|
-5,537
|
-35%
|
|
|
175
|
First Financial Corp
Terre Haute,
Indiana
|
$257K
|
+$97.8K
|
+3,504
|
+50%
|
|
