|
76
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$253K
|
+$226
|
+8
|
+0.1%
|
|
|
77
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$227K
|
-$104K
|
-3,698
|
-32%
|
|
|
78
|
Level Four Advisory Services
Dallas,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
79
|
Advisor Group
Phoenix,
Arizona
|
$221K
|
+$108K
|
+3,846
|
+97%
|
|
|
80
|
Atria Investments
Charlotte,
North Carolina
|
$215K
|
-$211K
|
-7,500
|
-50%
|
|
|
81
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$215K
|
+$214K
|
+7,604
|
New
|
|
|
82
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$213K
|
–
|
–
|
–
|
|
|
83
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$208K
|
-$132K
|
-4,690
|
-39%
|
|
|
84
|
Winfield Associates
Cleveland,
Ohio
|
$170K
|
–
|
–
|
–
|
|
|
85
|
Crow Point Partners
Boston,
Massachusetts
|
$170K
|
+$163K
|
+5,800
|
+2,900%
|
|
|
86
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$141K
|
–
|
–
|
–
|
|
|
87
|
Tarbox Family Office
Newport Beach,
California
|
$119K
|
–
|
–
|
–
|
|
|
88
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$113K
|
–
|
–
|
–
|
|
|
89
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$75K
|
-$48.2K
|
-1,710
|
-39%
|
|
|
90
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$56K
|
+$21.9K
|
+778
|
+65%
|
|
|
91
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$41K
|
–
|
–
|
–
|
|
|
92
|
Steward Partners Investment Advisory
New York
|
$39K
|
+$16.8K
|
+596
|
+74%
|
|
|
93
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$33K
|
-$3.72K
|
-132
|
-10%
|
|
|
94
|
US Bancorp
Minneapolis,
Minnesota
|
$29K
|
+$9.53K
|
+338
|
+50%
|
|
|
95
|
Brown Brothers Harriman & Co
New York
|
$28K
|
–
|
–
|
–
|
|
|
96
|
Madden Advisory Services
Jacksonville,
Florida
|
$12K
|
+$12.4K
|
+440
|
New
|
|
|
97
|
Creative Financial Designs
Kokomo,
Indiana
|
$9K
|
-$95.1K
|
-3,372
|
-92%
|
|
|
98
|
Geneos Wealth Management
Englewood,
Colorado
|
$9K
|
–
|
–
|
–
|
|
|
99
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$8K
|
–
|
–
|
–
|
|
|
100
|
Next Financial Group
Houston,
Texas
|
$7K
|
+$7.05K
|
+250
|
New
|
|
