|
76
|
EP Wealth Advisors
Torrance,
California
|
$676K
|
+$674K
|
+35,471
|
New
|
|
|
77
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$633K
|
+$84.9K
|
+4,469
|
+16%
|
|
|
78
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$625K
|
-$26.2K
|
-1,379
|
-4%
|
|
|
79
|
UMB Bank
Kansas City,
Missouri
|
$619K
|
+$34.7K
|
+1,825
|
+6%
|
|
|
80
|
Activest Wealth Management
Aventure,
Florida
|
$615K
|
+$101K
|
+5,330
|
+20%
|
|
|
81
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$577K
|
-$205K
|
-10,778
|
-26%
|
|
|
82
|
Argent Trust Co
Nashville,
Tennessee
|
$539K
|
-$14.2K
|
-749
|
-3%
|
|
|
83
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$508K
|
+$25.9K
|
+1,365
|
+5%
|
|
|
84
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$484K
|
+$17.8K
|
+937
|
+4%
|
|
|
85
|
Schnieders Capital Management
Pasadena,
California
|
$442K
|
-$256K
|
-13,480
|
-37%
|
|
|
86
|
Mercer Global Advisors
Denver,
Colorado
|
$393K
|
+$2.51K
|
+132
|
+0.6%
|
|
|
87
|
Diversified Trust
Memphis,
Tennessee
|
$381K
|
-$101K
|
-5,339
|
-21%
|
|
|
88
|
XML Financial
Bethesda,
Maryland
|
$370K
|
+$4.88K
|
+257
|
+1%
|
|
|
89
|
Platform Technology Partners
New York
|
$362K
|
–
|
–
|
–
|
|
|
90
|
Stephens Inc
Little Rock,
Arkansas
|
$344K
|
-$67.7K
|
-3,567
|
-16%
|
|
|
91
|
Flynn Zito Capital Management
Garden City,
New York
|
$315K
|
-$3.76K
|
-198
|
-1%
|
|
|
92
|
Whitney & Co
Rochester,
New York
|
$314K
|
–
|
–
|
–
|
|
|
93
|
MBL Wealth
Charlotte,
North Carolina
|
$305K
|
-$9.5K
|
-500
|
-3%
|
|
|
94
|
Venturi Wealth Management
Austin,
Texas
|
$295K
|
+$294K
|
+15,500
|
New
|
|
|
95
|
VestGen Advisors
Inverness,
Illinois
|
$287K
|
–
|
–
|
–
|
|
|
96
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$276K
|
+$3.63K
|
+191
|
+1%
|
|
|
97
|
Gotham Asset Management
New York
|
$272K
|
+$271K
|
+14,288
|
New
|
|
|
98
|
Indivisible Partners
Clearwater,
Florida
|
$270K
|
+$269K
|
+14,152
|
New
|
|
|
99
|
Colter Lewis Investment Partners
Greenwich,
Connecticut
|
$268K
|
–
|
–
|
–
|
|
|
100
|
Advisory Services Network
Atlanta,
Georgia
|
$268K
|
-$28.8K
|
-1,515
|
-10%
|
|
