|
126
|
Xcel Wealth Management
Holly Hill,
Florida
|
$644K
|
–
|
–
|
–
|
|
|
127
|
Hohimer Wealth Management
Seattle,
Washington
|
$626K
|
–
|
–
|
–
|
|
|
128
|
M&T Bank
Buffalo,
New York
|
$622K
|
–
|
–
|
–
|
|
|
129
|
Calamos Wealth Management
Naperville,
Illinois
|
$604K
|
-$22K
|
-15
|
-4%
|
|
|
130
|
Cordasco Financial Network
Naples,
Florida
|
$603K
|
–
|
–
|
–
|
|
|
131
|
SEI Investments
Oaks,
Pennsylvania
|
$565K
|
-$90.8K
|
-62
|
-14%
|
|
|
132
|
Darwin Wealth Management
Tampa,
Florida
|
$538K
|
-$145K
|
-99
|
-21%
|
|
|
133
|
Menlo Advisors
Menlo Park,
California
|
$471K
|
–
|
–
|
–
|
|
|
134
|
R.M. Davis Inc
Portland,
Maine
|
$461K
|
–
|
–
|
–
|
|
|
135
|
Level Four Advisory Services
Dallas,
Texas
|
$446K
|
–
|
–
|
–
|
|
|
136
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$418K
|
+$17.6K
|
+12
|
+4%
|
|
|
137
|
HighTower Advisors
Chicago,
Illinois
|
$390K
|
–
|
–
|
–
|
|
|
138
|
Essex Financial Services
Essex,
Connecticut
|
$378K
|
+$95.2K
|
+65
|
+34%
|
|
|
139
|
Lee Financial
Dallas,
Texas
|
$372K
|
–
|
–
|
–
|
|
|
140
|
Evanson Asset Management
Carmel,
California
|
$365K
|
–
|
–
|
–
|
|
|
141
|
Excalibur Management
Waltham,
Massachusetts
|
$359K
|
–
|
–
|
–
|
|
|
142
|
Parallel Advisors
San Francisco,
California
|
$359K
|
+$275K
|
+188
|
+355%
|
|
|
143
|
Veritable
Wilmington,
Delaware
|
$357K
|
+$36.6K
|
+25
|
+12%
|
|
|
144
|
Commerce Bank
Kansas City,
Missouri
|
$350K
|
–
|
–
|
–
|
|
|
145
|
Oppenheimer & Co
New York
|
$348K
|
-$58.6K
|
-40
|
-15%
|
|
|
146
|
Bank of Marin
Novato,
California
|
$342K
|
–
|
–
|
–
|
|
|
147
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$341K
|
–
|
–
|
–
|
|
|
148
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$328K
|
+$322K
|
+220
|
New
|
|
|
149
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$312K
|
–
|
–
|
–
|
|
|
150
|
GFS Advisors
Houston,
Texas
|
$305K
|
–
|
–
|
–
|
|
