|
201
|
PFG Advisors
Phoenix,
Arizona
|
$243K
|
-$9.13K
|
-248
|
-3%
|
|
|
202
|
Lucia Wealth Services
San Diego,
California
|
$243K
|
–
|
–
|
–
|
|
|
203
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$242K
|
+$241K
|
+6,550
|
New
|
|
|
204
|
NBT Bank
Norwich,
New York
|
$242K
|
+$242K
|
+6,560
|
New
|
|
|
205
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$239K
|
+$1.77K
|
+48
|
+0.7%
|
|
|
206
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$235K
|
-$256K
|
-6,957
|
-52%
|
|
|
207
|
KCM Investment Advisors
Greenbrae,
California
|
$231K
|
+$74
|
+2
|
+0%
|
|
|
208
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$226K
|
+$168K
|
+4,563
|
+293%
|
|
|
209
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$225K
|
–
|
–
|
–
|
|
|
210
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
211
|
Vaughan David Investments
Peoria,
Illinois
|
$218K
|
-$133K
|
-3,605
|
-38%
|
|
|
212
|
WealthShield Partners
Cary,
North Carolina
|
$201K
|
+$8.39K
|
+228
|
+4%
|
|
|
213
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$185K
|
+$184K
|
+5,005
|
New
|
|
|
214
|
Asset Dedication LLC
San Francisco,
California
|
$184K
|
–
|
–
|
–
|
|
|
215
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$156K
|
–
|
–
|
–
|
|
|
216
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$139K
|
+$37
|
+1
|
+0%
|
|
|
217
|
Steward Partners Investment Advisory
New York
|
$138K
|
+$54.3K
|
+1,475
|
+65%
|
|
|
218
|
First Personal Financial Services
Charlotte,
North Carolina
|
$109K
|
-$515
|
-14
|
-0.5%
|
|
|
219
|
Intellectus Partners
San Francisco,
California
|
$109K
|
–
|
–
|
–
|
|
|
220
|
|
$104K
|
–
|
–
|
–
|
|
|
221
|
Advisory Services Network
Atlanta,
Georgia
|
$95K
|
-$14.1K
|
-384
|
-13%
|
|
|
222
|
Global Retirement Partners
San Rafael,
California
|
$84K
|
+$22.1K
|
+600
|
+36%
|
|
|
223
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$83K
|
+$82.6K
|
+2,244
|
New
|
|
|
224
|
Strategic Wealth Partners
Independence,
Ohio
|
$75K
|
–
|
–
|
–
|
|
|
225
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$75K
|
+$74.6K
|
+2,025
|
New
|
|
