|
126
|
SII Investments
Appleton,
Wisconsin
|
$560K
|
+$159K
|
+5,652
|
+36%
|
|
|
127
|
Garde Capital
Seattle,
Washington
|
$533K
|
+$77K
|
+2,742
|
+15%
|
|
|
128
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$504K
|
-$1.46M
|
-51,949
|
-73%
|
|
|
129
|
Commerce Bank
Kansas City,
Missouri
|
$476K
|
+$513K
|
+18,262
|
New
|
|
|
130
|
ACG Wealth
Atlanta,
Georgia
|
$473K
|
-$31.4K
|
-1,117
|
-6%
|
|
|
131
|
Callan Capital
La Jolla,
California
|
$452K
|
-$18.5M
|
-660,039
|
-97%
|
|
|
132
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$441K
|
-$58.5K
|
-2,082
|
-11%
|
|
|
133
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$417K
|
+$22.4K
|
+796
|
+5%
|
|
|
134
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$379K
|
+$72.1K
|
+2,567
|
+21%
|
|
|
135
|
Creative Planning
Overland Park,
Kansas
|
$364K
|
+$392K
|
+13,953
|
New
|
|
|
136
|
Bluefin Capital Management
New York
|
$358K
|
+$386K
|
+13,732
|
New
|
|
|
137
|
National Planning Corporation
El Segundo,
California
|
$344K
|
+$77.5K
|
+2,758
|
+29%
|
|
|
138
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$321K
|
+$345K
|
+12,290
|
New
|
|
|
139
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$315K
|
-$117K
|
-4,150
|
-26%
|
|
|
140
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$307K
|
+$331K
|
+11,779
|
New
|
|
|
141
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$301K
|
+$324K
|
+11,524
|
New
|
|
|
142
|
|
$298K
|
+$322K
|
+11,444
|
New
|
|
|
143
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$295K
|
+$318K
|
+11,323
|
New
|
|
|
144
|
Regal Investment Advisors
Kentwood,
Michigan
|
$282K
|
+$22K
|
+783
|
+8%
|
|
|
145
|
Hilltop Holdings
Dallas,
Texas
|
$278K
|
+$56.6K
|
+2,015
|
+23%
|
|
|
146
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$273K
|
+$1.97K
|
+70
|
+0.7%
|
|
|
147
|
CIBC Bank USA
Chicago,
Illinois
|
$262K
|
+$5.48K
|
+195
|
+2%
|
|
|
148
|
Essex Financial Services
Essex,
Connecticut
|
$247K
|
+$66.9K
|
+2,382
|
+34%
|
|
|
149
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$242K
|
-$281K
|
-10,000
|
-52%
|
|
|
150
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$235K
|
-$81.1K
|
-2,885
|
-24%
|
|
