|
176
|
Asset Dedication LLC
San Francisco,
California
|
$203K
|
–
|
–
|
–
|
|
|
177
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$149K
|
–
|
–
|
–
|
|
|
178
|
Retirement Group
San Diego,
California
|
$139K
|
+$132K
|
+2,656
|
New
|
|
|
179
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$134K
|
+$53.8K
|
+1,081
|
+73%
|
|
|
180
|
Geneos Wealth Management
Englewood,
Colorado
|
$125K
|
+$29.9K
|
+600
|
+32%
|
|
|
181
|
Eudaimonia Partners
Winchester,
Tennessee
|
$119K
|
-$34K
|
-682
|
-23%
|
|
|
182
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$110K
|
+$10.7K
|
+215
|
+11%
|
|
|
183
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$100K
|
+$4.83K
|
+97
|
+5%
|
|
|
184
|
Anchor Investment Management
Columbia,
South Carolina
|
$81.4K
|
-$1.25K
|
-25
|
-2%
|
|
|
185
|
Valeo Financial Advisors
Carmel,
Indiana
|
$81K
|
+$77.3K
|
+1,552
|
New
|
|
|
186
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$77K
|
-$21.7K
|
-435
|
-23%
|
|
|
187
|
|
$76K
|
–
|
–
|
–
|
|
|
188
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$75K
|
-$16.1K
|
-324
|
-18%
|
|
|
189
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$74K
|
-$10.3K
|
-206
|
-13%
|
|
|
190
|
TCI Wealth Advisors
Tucson,
Arizona
|
$74K
|
+$70.2K
|
+1,409
|
New
|
|
|
191
|
Fidelity Investments
Boston,
Massachusetts
|
$72K
|
-$58.7K
|
-1,178
|
-46%
|
|
|
192
|
HCR Wealth Advisors
Los Angeles,
California
|
$72K
|
-$22.3K
|
-447
|
-25%
|
|
|
193
|
Parallel Advisors
San Francisco,
California
|
$67K
|
–
|
–
|
–
|
|
|
194
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$64K
|
+$61.5K
|
+1,234
|
New
|
|
|
195
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$50K
|
-$199
|
-4
|
-0.4%
|
|
|
196
|
TCTC Holdings
Dallas,
Texas
|
$47K
|
+$45.1K
|
+905
|
New
|
|
|
197
|
HM Payson & Co
Portland,
Maine
|
$34K
|
–
|
–
|
–
|
|
|
198
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$29.4K
|
-$9.71K
|
-195
|
-26%
|
|
|
199
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$29K
|
+$27.4K
|
+551
|
New
|
|
|
200
|
Whittier Trust
South Pasadena,
California
|
$28K
|
–
|
–
|
–
|
|
