|
126
|
1776 Wealth
Atlanta,
Georgia
|
$387K
|
+$379K
|
+11,900
|
New
|
|
|
127
|
PSI Advisors
Tampa,
Florida
|
$384K
|
+$375K
|
+11,797
|
New
|
|
|
128
|
Bank of New York Mellon
New York
|
$376K
|
+$48.6K
|
+1,527
|
+15%
|
|
|
129
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$357K
|
-$8.69M
|
-273,196
|
-96%
|
|
|
130
|
Peterson Wealth Advisors
Orem,
Utah
|
$351K
|
+$53.1K
|
+1,669
|
+18%
|
|
|
131
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$338K
|
-$3.28K
|
-103
|
-1%
|
|
|
132
|
Claro Advisors
Boston,
Massachusetts
|
$338K
|
+$3.5K
|
+110
|
+1%
|
|
|
133
|
XML Financial
Bethesda,
Maryland
|
$333K
|
+$326K
|
+10,229
|
New
|
|
|
134
|
Partnervest Advisory Services
Santa Barbara,
California
|
$330K
|
-$1.91K
|
-60
|
-0.6%
|
|
|
135
|
Choreo LLC
Rockford,
Illinois
|
$318K
|
-$138K
|
-4,345
|
-31%
|
|
|
136
|
Frontier Wealth Management
Kansas City,
Missouri
|
$316K
|
+$2.42K
|
+76
|
+0.8%
|
|
|
137
|
Calton & Associates
Tampa,
Florida
|
$312K
|
+$27.1K
|
+851
|
+10%
|
|
|
138
|
Darwin Wealth Management
Tampa,
Florida
|
$309K
|
+$83.2K
|
+2,614
|
+38%
|
|
|
139
|
Institute for Wealth Management
Denver,
Colorado
|
$291K
|
–
|
–
|
–
|
|
|
140
|
Cypress Wealth Services
Palm Desert,
California
|
$286K
|
+$279K
|
+8,772
|
New
|
|
|
141
|
Creative Planning
Overland Park,
Kansas
|
$272K
|
+$64
|
+2
|
+0%
|
|
|
142
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$269K
|
–
|
–
|
–
|
|
|
143
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$266K
|
+$260K
|
+8,178
|
New
|
|
|
144
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$261K
|
-$120K
|
-3,761
|
-32%
|
|
|
145
|
KeyBank National Association
Cleveland,
Ohio
|
$261K
|
+$255K
|
+8,025
|
New
|
|
|
146
|
BOK Financial
Tulsa,
Oklahoma
|
$259K
|
–
|
–
|
–
|
|
|
147
|
BCS Wealth Management
Johnson City,
Tennessee
|
$253K
|
+$247K
|
+7,761
|
New
|
|
|
148
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$250K
|
+$13.4K
|
+421
|
+6%
|
|
|
149
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$242K
|
–
|
–
|
–
|
|
|
150
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$241K
|
–
|
–
|
–
|
|
