|
76
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$384K
|
-$37.9K
|
-504
|
-9%
|
|
|
77
|
Trivant Custom Portfolio Group
San Diego,
California
|
$371K
|
+$80.5K
|
+1,070
|
+27%
|
|
|
78
|
Quantinno Capital Management
New York
|
$365K
|
+$370K
|
+4,919
|
New
|
|
|
79
|
Willis Johnson & Associates
Houston,
Texas
|
$336K
|
–
|
–
|
–
|
|
|
80
|
Summit Asset Management
Memphis,
Tennessee
|
$332K
|
–
|
–
|
–
|
|
|
81
|
Kestra Private Wealth Services
Austin,
Texas
|
$332K
|
-$73.2K
|
-973
|
-18%
|
|
|
82
|
Cahill Financial Advisors
Edina,
Minnesota
|
$319K
|
+$1.96K
|
+26
|
+0.6%
|
|
|
83
|
|
$316K
|
+$52K
|
+691
|
+19%
|
|
|
84
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$316K
|
+$75
|
+1
|
+0%
|
|
|
85
|
Fidelity Investments
Boston,
Massachusetts
|
$298K
|
-$4.74K
|
-63
|
-2%
|
|
|
86
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$297K
|
-$17.2K
|
-228
|
-5%
|
|
|
87
|
GWN Securities
Palm Beach Gardens,
Florida
|
$272K
|
+$276K
|
+3,661
|
New
|
|
|
88
|
Revisor Wealth Management
Akron,
Ohio
|
$266K
|
+$43.1K
|
+573
|
+19%
|
|
|
89
|
Parallel Advisors
San Francisco,
California
|
$263K
|
+$267K
|
+3,550
|
New
|
|
|
90
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$256K
|
–
|
–
|
–
|
|
|
91
|
Oakworth Capital
Birmingham,
Alabama
|
$254K
|
–
|
–
|
–
|
|
|
92
|
New Insight Wealth Advisors
San Ramon,
California
|
$252K
|
–
|
–
|
–
|
|
|
93
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$237K
|
–
|
–
|
–
|
|
|
94
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$230K
|
-$23K
|
-306
|
-9%
|
|
|
95
|
Summit Financial
Parsippany,
New Jersey
|
$224K
|
+$227K
|
+3,013
|
New
|
|
|
96
|
Jones Financial Companies
Des Peres,
Missouri
|
$221K
|
+$23.9K
|
+317
|
+12%
|
|
|
97
|
Citadel Advisors
Miami,
Florida
|
$214K
|
+$217K
|
+2,889
|
New
|
|
|
98
|
Beacon Financial Group
Dallas,
Texas
|
$210K
|
+$376
|
+5
|
+0.2%
|
|
|
99
|
Bouchey Financial Group
Troy,
New York
|
$208K
|
–
|
–
|
–
|
|
|
100
|
Transcend Capital Advisors
Madison,
New Jersey
|
$208K
|
–
|
–
|
–
|
|
