|
76
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$395K
|
+$1.35K
|
+25
|
+0.4%
|
|
|
77
|
Carret Asset Management
New York
|
$360K
|
+$27.1K
|
+500
|
+8%
|
|
|
78
|
PMG Wealth Management
Hawthorn Woods,
Illinois
|
$360K
|
–
|
–
|
–
|
|
|
79
|
GTS Securities
Miami,
Florida
|
$357K
|
+$349K
|
+6,445
|
New
|
|
|
80
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$356K
|
-$111K
|
-2,050
|
-24%
|
|
|
81
|
|
$355K
|
–
|
–
|
–
|
|
|
82
|
Sovran Advisors
San Diego,
California
|
$342K
|
+$15.8K
|
+292
|
+5%
|
|
|
83
|
Caldwell Trust
Venice,
Florida
|
$341K
|
–
|
–
|
–
|
|
|
84
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$331K
|
+$320K
|
+5,913
|
New
|
|
|
85
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$327K
|
–
|
–
|
–
|
|
|
86
|
Private Trust Company
Cleveland,
Ohio
|
$325K
|
–
|
–
|
–
|
|
|
87
|
Charles Schwab
San Francisco,
California
|
$322K
|
-$31.3K
|
-578
|
-9%
|
|
|
88
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$322K
|
+$434
|
+8
|
+0.1%
|
|
|
89
|
Gotham Asset Management
New York
|
$313K
|
–
|
–
|
–
|
|
|
90
|
NewEdge Advisors
New Orleans,
Louisiana
|
$308K
|
–
|
–
|
–
|
|
|
91
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$292K
|
+$39.8K
|
+735
|
+16%
|
|
|
92
|
Financial Guidance Group
Palm Harbor,
Florida
|
$284K
|
–
|
–
|
–
|
|
|
93
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$277K
|
–
|
–
|
–
|
|
|
94
|
New Insight Wealth Advisors
San Ramon,
California
|
$274K
|
+$268K
|
+4,942
|
New
|
|
|
95
|
IHT Wealth Management
Chicago,
Illinois
|
$260K
|
-$26.5K
|
-489
|
-9%
|
|
|
96
|
Revisor Wealth Management
Akron,
Ohio
|
$259K
|
–
|
–
|
–
|
|
|
97
|
Briaud Financial Planning
College Station,
Texas
|
$254K
|
–
|
–
|
–
|
|
|
98
|
Modera Wealth Management
Westwood,
New Jersey
|
$242K
|
–
|
–
|
–
|
|
|
99
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$236K
|
+$231K
|
+4,255
|
New
|
|
|
100
|
HB Wealth Management
Atlanta,
Georgia
|
$235K
|
+$230K
|
+4,235
|
New
|
|
