|
101
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$627K
|
-$6.38K
|
-77
|
-1%
|
|
|
102
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$623K
|
+$19.7K
|
+238
|
+3%
|
|
|
103
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$584K
|
+$32.7K
|
+395
|
+6%
|
|
|
104
|
Financial Advocates Investment Management
Olympia,
Washington
|
$574K
|
+$440K
|
+5,306
|
New
|
|
|
105
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$549K
|
+$83
|
+1
|
+0%
|
|
|
106
|
Patron Partners
Houston,
Texas
|
$538K
|
-$332
|
-4
|
-0.1%
|
|
|
107
|
Cetera Advisors
Denver,
Colorado
|
$537K
|
-$11.1K
|
-134
|
-2%
|
|
|
108
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$528K
|
+$26.7K
|
+322
|
+6%
|
|
|
109
|
MAI Capital Management
Independence,
Ohio
|
$511K
|
+$489K
|
+5,897
|
New
|
|
|
110
|
Corient Private Wealth
Miami,
Florida
|
$494K
|
-$28.9M
|
-348,228
|
-98%
|
|
|
111
|
NWAM LLC
Mercer Island,
Washington
|
$485K
|
-$37.4K
|
-451
|
-7%
|
|
|
112
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$484K
|
+$11K
|
+133
|
+2%
|
|
|
113
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$481K
|
–
|
–
|
–
|
|
|
114
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$474K
|
-$503K
|
-6,075
|
-53%
|
|
|
115
|
Davenport & Co
Richmond,
Virginia
|
$451K
|
+$4.14K
|
+50
|
+1%
|
|
|
116
|
HSBC Holdings
London,
United Kingdom
|
$448K
|
+$429K
|
+5,171
|
New
|
|
|
117
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$434K
|
-$35.1K
|
-424
|
-8%
|
|
|
118
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$431K
|
+$32.3K
|
+390
|
+9%
|
|
|
119
|
Steward Partners Investment Advisory
New York
|
$426K
|
+$829
|
+10
|
+0.2%
|
|
|
120
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$407K
|
–
|
–
|
–
|
|
|
121
|
Bison Wealth
Atlanta,
Georgia
|
$402K
|
-$4.14K
|
-50
|
-1%
|
|
|
122
|
Everett Harris & Co
Los Angeles,
California
|
$402K
|
-$9.86K
|
-119
|
-3%
|
|
|
123
|
Cahill Financial Advisors
Edina,
Minnesota
|
$401K
|
–
|
–
|
–
|
|
|
124
|
East Coast Asset Management
Essex,
Massachusetts
|
$388K
|
–
|
–
|
–
|
|
|
125
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$383K
|
+$101K
|
+1,220
|
+38%
|
|
