|
101
|
Avantax Advisory Services
Dallas,
Texas
|
$395K
|
-$5.98K
|
-97
|
-1%
|
|
|
102
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$383K
|
+$385K
|
+6,240
|
New
|
|
|
103
|
Steward Partners Investment Advisory
New York
|
$378K
|
–
|
–
|
–
|
|
|
104
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$373K
|
–
|
–
|
–
|
|
|
105
|
Waverly Advisors
Birmingham,
Alabama
|
$358K
|
–
|
–
|
–
|
|
|
106
|
NWAM LLC
Mercer Island,
Washington
|
$355K
|
-$32.4K
|
-525
|
-8%
|
|
|
107
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$352K
|
–
|
–
|
–
|
|
|
108
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$324K
|
+$94.1K
|
+1,526
|
+40%
|
|
|
109
|
Fidelity Investments
Boston,
Massachusetts
|
$320K
|
+$7.03K
|
+114
|
+2%
|
|
|
110
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$319K
|
+$247
|
+4
|
+0.1%
|
|
|
111
|
RFG Advisory
Birmingham,
Alabama
|
$310K
|
-$27.7K
|
-449
|
-8%
|
|
|
112
|
Principle Wealth Partners
Madison,
Connecticut
|
$307K
|
–
|
–
|
–
|
|
|
113
|
Financial Advocates Investment Management
Olympia,
Washington
|
$294K
|
+$298K
|
+4,830
|
New
|
|
|
114
|
Perigon Wealth Management
San Francisco,
California
|
$290K
|
-$97K
|
-1,573
|
-25%
|
|
|
115
|
Pacific Sun Financial
Los Angeles,
California
|
$286K
|
+$3.08K
|
+50
|
+1%
|
|
|
116
|
Northern Trust
Chicago,
Illinois
|
$271K
|
–
|
–
|
–
|
|
|
117
|
Arete Wealth Advisors
Chicago,
Illinois
|
$262K
|
-$422K
|
-6,846
|
-61%
|
|
|
118
|
|
$261K
|
+$62
|
+1
|
+0%
|
|
|
119
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$252K
|
+$255K
|
+4,141
|
New
|
|
|
120
|
Magnus Financial Group
New York
|
$244K
|
+$62
|
+1
|
+0%
|
|
|
121
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$230K
|
-$15.4K
|
-250
|
-6%
|
|
|
122
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$217K
|
+$111K
|
+1,802
|
+102%
|
|
|
123
|
Next Financial Group
Houston,
Texas
|
$212K
|
-$678
|
-11
|
-0.3%
|
|
|
124
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$207K
|
-$3.08K
|
-50
|
-1%
|
|
|
125
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$207K
|
–
|
–
|
–
|
|
