|
76
|
Caldwell Trust
Venice,
Florida
|
$773K
|
+$257K
|
+20,500
|
+51%
|
|
|
77
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$750K
|
-$87K
|
-6,940
|
-10%
|
|
|
78
|
InTrack Investment Management
South Burlington,
Vermont
|
$746K
|
+$68.3K
|
+5,450
|
+10%
|
|
|
79
|
Harbour Investments
Madison,
Wisconsin
|
$738K
|
+$71.2K
|
+5,677
|
+11%
|
|
|
80
|
Axxcess Wealth Management
Carlsbad,
California
|
$718K
|
+$120K
|
+9,548
|
+20%
|
|
|
81
|
Vident Advisory
Alpharetta,
Georgia
|
$671K
|
+$664K
|
+53,010
|
New
|
|
|
82
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$655K
|
-$15.4K
|
-1,227
|
-2%
|
|
|
83
|
|
$652K
|
-$43.9K
|
-3,500
|
-6%
|
|
|
84
|
ORG Partners
Roanoke,
Indiana
|
$633K
|
+$627K
|
+50,000
|
New
|
|
|
85
|
Truist Financial
Charlotte,
North Carolina
|
$625K
|
-$293K
|
-23,391
|
-32%
|
|
|
86
|
|
$622K
|
-$2.29K
|
-183
|
-0.4%
|
|
|
87
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$607K
|
+$526
|
+42
|
+0.1%
|
|
|
88
|
Oxbow Advisors
Austin,
Texas
|
$551K
|
–
|
–
|
–
|
|
|
89
|
Ranch Capital Advisors
Sarasota,
Florida
|
$537K
|
-$2.92K
|
-233
|
-0.5%
|
|
|
90
|
Rinkey Investments
San Diego,
California
|
$524K
|
–
|
–
|
–
|
|
|
91
|
Closed-End Fund Advisors
Richmond,
Virginia
|
$495K
|
+$490K
|
+39,081
|
New
|
|
|
92
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$492K
|
-$26.8K
|
-2,141
|
-5%
|
|
|
93
|
Allworth Financial
Folsom,
California
|
$473K
|
+$70.3K
|
+5,606
|
+18%
|
|
|
94
|
COFG Advisors
Oak Brook,
Illinois
|
$471K
|
+$467K
|
+37,235
|
New
|
|
|
95
|
Kercheville Advisors
San Antonio,
Texas
|
$462K
|
+$201K
|
+16,029
|
+78%
|
|
|
96
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$454K
|
-$73.5K
|
-5,861
|
-14%
|
|
|
97
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$454K
|
+$113K
|
+9,036
|
+34%
|
|
|
98
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$445K
|
+$1.49K
|
+119
|
+0.3%
|
|
|
99
|
Hollencrest Capital Management
Newport Beach,
California
|
$444K
|
-$23K
|
-1,835
|
-5%
|
|
|
100
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$442K
|
+$3.86K
|
+308
|
+0.9%
|
|
