|
301
|
Keel Point
Huntsville,
Alabama
|
$220K
|
+$227K
|
+3,640
|
New
|
|
|
302
|
Franklin Resources
San Mateo,
California
|
$218K
|
+$225K
|
+3,610
|
New
|
|
|
303
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$216K
|
+$223K
|
+3,568
|
New
|
|
|
304
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$209K
|
-$22.6K
|
-362
|
-10%
|
|
|
305
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$208K
|
+$54.4K
|
+871
|
+33%
|
|
|
306
|
IndexIQ Advisors
New York
|
$208K
|
+$211K
|
+3,381
|
New
|
|
|
307
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$208K
|
+$215K
|
+3,446
|
New
|
|
|
308
|
Private Ocean
San Rafael,
California
|
$208K
|
+$216K
|
+3,453
|
New
|
|
|
309
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$207K
|
+$214K
|
+3,420
|
New
|
|
|
310
|
Ferris Capital
Marlborough,
Massachusetts
|
$201K
|
–
|
–
|
–
|
|
|
311
|
Summit X LLC
Chesterfield,
Missouri
|
$200K
|
+$207K
|
+3,310
|
New
|
|
|
312
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$187K
|
+$198K
|
+3,174
|
New
|
|
|
313
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$177K
|
+$187
|
+3
|
+0.1%
|
|
|
314
|
Portfolio Solutions
Royal Oak,
Michigan
|
$176K
|
–
|
–
|
–
|
|
|
315
|
SEI Investments
Oaks,
Pennsylvania
|
$156K
|
+$134K
|
+2,149
|
+509%
|
|
|
316
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$130K
|
–
|
–
|
–
|
|
|
317
|
Gradient Investments
Arden Hills,
Minnesota
|
$129K
|
-$49.5K
|
-793
|
-27%
|
|
|
318
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$118K
|
–
|
–
|
–
|
|
|
319
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$101K
|
+$22.9K
|
+367
|
+28%
|
|
|
320
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$96K
|
+$7.06K
|
+113
|
+8%
|
|
|
321
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$78K
|
+$21.3K
|
+341
|
+36%
|
|
|
322
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$77K
|
-$10.5K
|
-168
|
-12%
|
|
|
323
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$74K
|
–
|
–
|
–
|
|
|
324
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$71K
|
-$2.69K
|
-43
|
-3%
|
|
|
325
|
Omnia Family Wealth
Aventura,
Florida
|
$71K
|
–
|
–
|
–
|
|
