|
151
|
WealthSource Partners
San Luis Obispo,
California
|
$452K
|
+$4.17K
|
+121
|
+1%
|
|
|
152
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$445K
|
–
|
–
|
–
|
|
|
153
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$416K
|
+$482
|
+14
|
+0.1%
|
|
|
154
|
Calton & Associates
Tampa,
Florida
|
$406K
|
-$11.1K
|
-321
|
-3%
|
|
|
155
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$397K
|
–
|
–
|
–
|
|
|
156
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$389K
|
+$381K
|
+11,059
|
New
|
|
|
157
|
Frank Rimerman Advisors
Palo Alto,
California
|
$387K
|
–
|
–
|
–
|
|
|
158
|
Allworth Financial
Folsom,
California
|
$382K
|
-$165K
|
-4,798
|
-31%
|
|
|
159
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$365K
|
-$106K
|
-3,078
|
-23%
|
|
|
160
|
CFO4Life Group
Coppell,
Texas
|
$336K
|
-$19.6K
|
-568
|
-6%
|
|
|
161
|
IHT Wealth Management
Chicago,
Illinois
|
$326K
|
-$3.79K
|
-110
|
-1%
|
|
|
162
|
SeaCrest Wealth Management
Purchase,
New York
|
$325K
|
+$318K
|
+9,240
|
New
|
|
|
163
|
J.W. Cole Advisors
Tampa,
Florida
|
$318K
|
–
|
–
|
–
|
|
|
164
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$317K
|
–
|
–
|
–
|
|
|
165
|
Curi RMB Capital
Chicago,
Illinois
|
$310K
|
-$5.31K
|
-154
|
-2%
|
|
|
166
|
Independent Financial Group
San Diego,
California
|
$300K
|
+$293K
|
+8,518
|
New
|
|
|
167
|
Bessemer Group
Woodbridge,
New Jersey
|
$296K
|
–
|
–
|
–
|
|
|
168
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$292K
|
+$1.72K
|
+50
|
+0.6%
|
|
|
169
|
Franklin Resources
San Mateo,
California
|
$290K
|
+$284K
|
+8,241
|
New
|
|
|
170
|
Citadel Advisors
Miami,
Florida
|
$279K
|
+$52.5K
|
+1,525
|
+24%
|
|
|
171
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$278K
|
–
|
–
|
–
|
|
|
172
|
Choreo LLC
Rockford,
Illinois
|
$270K
|
+$5K
|
+145
|
+2%
|
|
|
173
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$259K
|
+$16K
|
+465
|
+7%
|
|
|
174
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$253K
|
–
|
–
|
–
|
|
|
175
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$251K
|
-$11.5K
|
-335
|
-4%
|
|
