|
101
|
Evanson Asset Management
Carmel,
California
|
$251K
|
–
|
–
|
–
|
|
|
102
|
WealthSource Partners
San Luis Obispo,
California
|
$251K
|
+$259K
|
+11,594
|
New
|
|
|
103
|
Transcend Capital Advisors
Madison,
New Jersey
|
$249K
|
–
|
–
|
–
|
|
|
104
|
Carmel Capital Partners
San Diego,
California
|
$241K
|
–
|
–
|
–
|
|
|
105
|
Meridian Financial
Holliston,
Massachusetts
|
$238K
|
+$246K
|
+11,008
|
New
|
|
|
106
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$234K
|
-$1.97M
|
-88,210
|
-89%
|
|
|
107
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$231K
|
–
|
–
|
–
|
|
|
108
|
BCS Wealth Management
Johnson City,
Tennessee
|
$230K
|
-$1.81K
|
-81
|
-0.8%
|
|
|
109
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$223K
|
+$231K
|
+10,357
|
New
|
|
|
110
|
Shufro Rose & Co
New York
|
$212K
|
+$219K
|
+9,800
|
New
|
|
|
111
|
Truist Financial
Charlotte,
North Carolina
|
$206K
|
+$213K
|
+9,531
|
New
|
|
|
112
|
MGO One Seven
Beachwood,
Ohio
|
$195K
|
+$315K
|
+14,120
|
New
|
|
|
113
|
Spire Wealth Management
Mclean,
Virginia
|
$120K
|
–
|
–
|
–
|
|
|
114
|
Asset Dedication LLC
San Francisco,
California
|
$105K
|
-$8.86K
|
-397
|
-8%
|
|
|
115
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$100K
|
+$55.8K
|
+2,500
|
+119%
|
|
|
116
|
Key Financial Inc
West Chester,
Pennsylvania
|
$97K
|
–
|
–
|
–
|
|
|
117
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$97K
|
+$11.2K
|
+500
|
+13%
|
|
|
118
|
Geneos Wealth Management
Englewood,
Colorado
|
$87K
|
-$2.23K
|
-100
|
-2%
|
|
|
119
|
Private Trust Company
Cleveland,
Ohio
|
$73K
|
-$179
|
-8
|
-0.2%
|
|
|
120
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$70K
|
+$60.8K
|
+2,724
|
+543%
|
|
|
121
|
Rockefeller Capital Management
New York
|
$43K
|
-$8.35K
|
-374
|
-16%
|
|
|
122
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$43K
|
–
|
–
|
–
|
|
|
123
|
Creative Financial Designs
Kokomo,
Indiana
|
$40K
|
+$290
|
+13
|
+0.7%
|
|
|
124
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$30K
|
+$31.4K
|
+1,406
|
New
|
|
|
125
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$20K
|
–
|
–
|
–
|
|
