|
76
|
WealthSource Partners
San Luis Obispo,
California
|
$287K
|
+$55.4K
|
+2,250
|
+24%
|
|
|
77
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$285K
|
+$285K
|
+11,550
|
New
|
|
|
78
|
Private Advisory Group
Redmond,
Washington
|
$281K
|
-$3.48K
|
-141
|
-1%
|
|
|
79
|
MML Investors Services
Springfield,
Massachusetts
|
$277K
|
+$41.3K
|
+1,676
|
+18%
|
|
|
80
|
Homrich & Berg
Atlanta,
Georgia
|
$265K
|
–
|
–
|
–
|
|
|
81
|
WESPAC Advisors
Orinda,
California
|
$257K
|
–
|
–
|
–
|
|
|
82
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$253K
|
+$51.8K
|
+2,103
|
+26%
|
|
|
83
|
Perigon Wealth Management
San Francisco,
California
|
$246K
|
+$245K
|
+9,953
|
New
|
|
|
84
|
Segment Wealth Management
Houston,
Texas
|
$214K
|
–
|
–
|
–
|
|
|
85
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$205K
|
–
|
–
|
–
|
|
|
86
|
Alexandria Capital
Arlington,
Virginia
|
$203K
|
–
|
–
|
–
|
|
|
87
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$203K
|
–
|
–
|
–
|
|
|
88
|
Anchor Investment Management
Columbia,
South Carolina
|
$175K
|
+$174K
|
+7,065
|
New
|
|
|
89
|
Next Financial Group
Houston,
Texas
|
$89K
|
+$1.28K
|
+52
|
+1%
|
|
|
90
|
Valeo Financial Advisors
Carmel,
Indiana
|
$74K
|
+$74K
|
+3,004
|
New
|
|
|
91
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$42K
|
+$42K
|
+1,705
|
New
|
|
|
92
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$34K
|
–
|
–
|
–
|
|
|
93
|
Fusion Family Wealth
Woodbury,
New York
|
$33K
|
-$187K
|
-7,598
|
-85%
|
|
|
94
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$30K
|
-$58.6K
|
-2,377
|
-66%
|
|
|
95
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$25K
|
–
|
–
|
–
|
|
|
96
|
BOK Financial
Tulsa,
Oklahoma
|
$23K
|
+$23K
|
+935
|
New
|
|
|
97
|
Asset Dedication LLC
San Francisco,
California
|
$22K
|
+$22.3K
|
+905
|
New
|
|
|
98
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$20K
|
+$9.86K
|
+400
|
+98%
|
|
|
99
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$17K
|
–
|
–
|
–
|
|
|
100
|
Gemmer Asset Management
Walnut Creek,
California
|
$16K
|
–
|
–
|
–
|
|
