|
76
|
Evanson Asset Management
Carmel,
California
|
$645K
|
–
|
–
|
–
|
|
|
77
|
Garrison Point Advisors
Walnut Creek,
California
|
$641K
|
–
|
–
|
–
|
|
|
78
|
WealthOne
Albany,
New York
|
$573K
|
+$568K
|
+10,760
|
New
|
|
|
79
|
Level Four Advisory Services
Dallas,
Texas
|
$540K
|
-$15.8K
|
-300
|
-3%
|
|
|
80
|
Gruss & Co
West Palm Beach,
Florida
|
$533K
|
–
|
–
|
–
|
|
|
81
|
Iowa State Bank
Urbandale,
Iowa
|
$533K
|
–
|
–
|
–
|
|
|
82
|
Fidelity Investments
Boston,
Massachusetts
|
$532K
|
-$48.1K
|
-910
|
-8%
|
|
|
83
|
Global Financial Private Client
Sarasota,
Florida
|
$531K
|
+$51.2K
|
+970
|
+11%
|
|
|
84
|
First Horizon Advisors
Memphis,
Tennessee
|
$519K
|
-$2.11K
|
-40
|
-0.4%
|
|
|
85
|
Creative Planning
Overland Park,
Kansas
|
$511K
|
-$64.7K
|
-1,225
|
-11%
|
|
|
86
|
Matrix Private Capital Group
New York
|
$499K
|
+$97.7K
|
+1,850
|
+25%
|
|
|
87
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$485K
|
+$165K
|
+3,125
|
+52%
|
|
|
88
|
Advisory Services Network
Atlanta,
Georgia
|
$475K
|
-$27.2K
|
-515
|
-5%
|
|
|
89
|
Portfolio Strategies
Monsey,
New York
|
$462K
|
–
|
–
|
–
|
|
|
90
|
|
$462K
|
–
|
–
|
–
|
|
|
91
|
Equitable Holdings
New York
|
$440K
|
+$107K
|
+2,030
|
+33%
|
|
|
92
|
Grimes & Company
Westborough,
Massachusetts
|
$429K
|
–
|
–
|
–
|
|
|
93
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$423K
|
–
|
–
|
–
|
|
|
94
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$402K
|
–
|
–
|
–
|
|
|
95
|
Meitav Investment House
Bene-Beraq,
Israel
|
$401K
|
–
|
–
|
–
|
|
|
96
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$395K
|
+$391K
|
+7,400
|
New
|
|
|
97
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$392K
|
–
|
–
|
–
|
|
|
98
|
KCM Investment Advisors
Greenbrae,
California
|
$390K
|
+$528
|
+10
|
+0.1%
|
|
|
99
|
WealthBridge Capital Management
Westerville,
Ohio
|
$358K
|
–
|
–
|
–
|
|
|
100
|
Townsend Asset Management
Raleigh,
North Carolina
|
$356K
|
–
|
–
|
–
|
|
