|
101
|
TrueWealth LLC
Atlanta,
Georgia
|
$427K
|
–
|
–
|
–
|
|
|
102
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$412K
|
–
|
–
|
–
|
|
|
103
|
Summit Wealth Partners
Orlando,
Florida
|
$411K
|
+$395K
|
+4,713
|
New
|
|
|
104
|
Martel Wealth Advisors
Vancouver,
Washington
|
$401K
|
+$5.37K
|
+64
|
+1%
|
|
|
105
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$399K
|
+$92K
|
+1,097
|
+31%
|
|
|
106
|
Scotia Capital
Toronto,
Ontario, Canada
|
$370K
|
+$6.54K
|
+78
|
+2%
|
|
|
107
|
Park Avenue Securities
New York
|
$370K
|
+$355K
|
+4,239
|
New
|
|
|
108
|
Silvercrest Asset Management
New York
|
$366K
|
–
|
–
|
–
|
|
|
109
|
First Allied Advisory Services
San Diego,
California
|
$361K
|
-$27.5K
|
-328
|
-7%
|
|
|
110
|
Cetera Advisors
Denver,
Colorado
|
$351K
|
+$9.31K
|
+111
|
+3%
|
|
|
111
|
Aveo Capital Partners
Englewood,
Colorado
|
$348K
|
+$3.27K
|
+39
|
+1%
|
|
|
112
|
Fusion Family Wealth
Woodbury,
New York
|
$335K
|
–
|
–
|
–
|
|
|
113
|
Homrich & Berg
Atlanta,
Georgia
|
$335K
|
+$322K
|
+3,840
|
New
|
|
|
114
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$316K
|
–
|
–
|
–
|
|
|
115
|
Western Wealth Management
Golden,
Colorado
|
$315K
|
+$303K
|
+3,614
|
New
|
|
|
116
|
55I LLC
Boston,
Massachusetts
|
$305K
|
–
|
–
|
–
|
|
|
117
|
Raymond James Trust
St. Petersburg,
Florida
|
$305K
|
+$25.2K
|
+300
|
+9%
|
|
|
118
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$302K
|
-$55.5K
|
-662
|
-16%
|
|
|
119
|
Bessemer Group
Woodbridge,
New Jersey
|
$294K
|
–
|
–
|
–
|
|
|
120
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$294K
|
+$62.9K
|
+750
|
+29%
|
|
|
121
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$290K
|
–
|
–
|
–
|
|
|
122
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$284K
|
+$17.6K
|
+210
|
+7%
|
|
|
123
|
Spinnaker Trust
Portland,
Maine
|
$283K
|
–
|
–
|
–
|
|
|
124
|
World Investment Advisors
Santa Barbara,
California
|
$274K
|
+$15.7K
|
+187
|
+6%
|
|
|
125
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$273K
|
+$262K
|
+3,126
|
New
|
|
