|
126
|
BOS Asset Management
Springfield,
Illinois
|
$349K
|
–
|
–
|
–
|
|
|
127
|
Insight Wealth Strategies
San Ramon,
California
|
$348K
|
–
|
–
|
–
|
|
|
128
|
United Asset Strategies
Garden City,
New York
|
$344K
|
+$50.3K
|
+1,296
|
+18%
|
|
|
129
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$344K
|
+$16.2K
|
+417
|
+5%
|
|
|
130
|
Arta Finance Wealth Management
Mountain View,
California
|
$309K
|
+$49.8K
|
+1,283
|
+20%
|
|
|
131
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$303K
|
-$9.98K
|
-257
|
-3%
|
|
|
132
|
Global Retirement Partners
San Rafael,
California
|
$295K
|
+$289K
|
+7,431
|
New
|
|
|
133
|
Bank of New York Mellon
New York
|
$281K
|
+$275K
|
+7,079
|
New
|
|
|
134
|
Regimen Wealth
Atlanta,
Georgia
|
$280K
|
+$273K
|
+7,036
|
New
|
|
|
135
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$262K
|
+$2.99K
|
+77
|
+1%
|
|
|
136
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$262K
|
–
|
–
|
–
|
|
|
137
|
Valor Advisors
Miami,
Florida
|
$252K
|
+$245K
|
+6,310
|
New
|
|
|
138
|
Beacon Hill Wealth Management
Victoria,
|
$242K
|
+$236K
|
+6,079
|
New
|
|
|
139
|
Crewe Advisors
Salt Lake City,
Utah
|
$241K
|
+$235K
|
+6,052
|
New
|
|
|
140
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$231K
|
–
|
–
|
–
|
|
|
141
|
|
$230K
|
+$224K
|
+5,780
|
New
|
|
|
142
|
Fidelity Investments
Boston,
Massachusetts
|
$229K
|
+$24.2K
|
+624
|
+12%
|
|
|
143
|
Geneos Wealth Management
Englewood,
Colorado
|
$225K
|
-$10.9K
|
-281
|
-5%
|
|
|
144
|
BCI Securities
Miami,
Florida
|
$218K
|
+$213K
|
+5,487
|
New
|
|
|
145
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$215K
|
+$210K
|
+5,415
|
New
|
|
|
146
|
Wulff, Hansen & Co
San Rafael,
California
|
$202K
|
+$198K
|
+5,090
|
New
|
|
|
147
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$196K
|
-$23.7K
|
-610
|
-11%
|
|
|
148
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$189K
|
+$1.09K
|
+28
|
+0.6%
|
|
|
149
|
Bayban
Bayport,
Minnesota
|
$164K
|
–
|
–
|
–
|
|
|
150
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$143K
|
+$140K
|
+3,608
|
New
|
|
