|
76
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$400K
|
–
|
–
|
–
|
|
|
77
|
Fiduciary Trust
Boston,
Massachusetts
|
$389K
|
–
|
–
|
–
|
|
|
78
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$381K
|
+$360K
|
+14,728
|
+4,942%
|
|
|
79
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$351K
|
-$9.54K
|
-391
|
-3%
|
|
|
80
|
|
$349K
|
+$49.2K
|
+2,015
|
+17%
|
|
|
81
|
|
$340K
|
+$330K
|
+13,513
|
New
|
|
|
82
|
World Investment Advisors
Santa Barbara,
California
|
$331K
|
+$84.4K
|
+3,458
|
+36%
|
|
|
83
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$327K
|
–
|
–
|
–
|
|
|
84
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$327K
|
+$317K
|
+13,000
|
New
|
|
|
85
|
Envestnet Asset Management
Chicago,
Illinois
|
$323K
|
+$16.5K
|
+676
|
+6%
|
|
|
86
|
Oppenheimer & Co
New York
|
$317K
|
-$101K
|
-4,122
|
-25%
|
|
|
87
|
North Star Investment Management
Chicago,
Illinois
|
$310K
|
+$610
|
+25
|
+0.2%
|
|
|
88
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$309K
|
+$6.22K
|
+255
|
+2%
|
|
|
89
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$307K
|
+$149K
|
+6,092
|
New
|
|
|
90
|
Concurrent Investment Advisors
Tampa,
Florida
|
$306K
|
-$1.29K
|
-53
|
-0.4%
|
|
|
91
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$300K
|
-$14K
|
-573
|
-5%
|
|
|
92
|
Kestra Private Wealth Services
Austin,
Texas
|
$300K
|
-$22.7K
|
-928
|
-7%
|
|
|
93
|
Hancock Whitney
Gulfport,
Mississippi
|
$290K
|
+$21.1K
|
+866
|
+8%
|
|
|
94
|
Simplicity Wealth
Summit,
New Jersey
|
$289K
|
+$280K
|
+11,468
|
New
|
|
|
95
|
MGB Wealth Management
Addison,
Texas
|
$289K
|
–
|
–
|
–
|
|
|
96
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$286K
|
+$19.4K
|
+794
|
+8%
|
|
|
97
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$274K
|
+$610
|
+25
|
+0.2%
|
|
|
98
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$255K
|
+$247K
|
+10,120
|
New
|
|
|
99
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$252K
|
–
|
–
|
–
|
|
|
100
|
Allworth Financial
Folsom,
California
|
$248K
|
-$52K
|
-2,130
|
-18%
|
|
