|
976
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.58M
|
–
|
–
|
–
|
|
|
977
|
Adell Harriman & Carpenter
Houston,
Texas
|
$2.58M
|
-$831K
|
-6,010
|
-29%
|
|
|
978
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2.57M
|
+$234K
|
+1,690
|
+13%
|
|
|
979
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$2.57M
|
-$348K
|
-2,518
|
-15%
|
|
|
980
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.57M
|
-$1.06M
|
-7,644
|
-35%
|
|
|
981
|
Tamar Securities
Woodland Hills,
California
|
$2.56M
|
+$2.03M
|
+14,671
|
New
|
|
|
982
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.53M
|
+$416K
|
+3,010
|
+26%
|
|
|
983
|
KCM Investment Advisors
Greenbrae,
California
|
$2.52M
|
+$47K
|
+340
|
+2%
|
|
|
984
|
Osborne Partners Capital Management
San Francisco,
California
|
$2.52M
|
-$228K
|
-1,650
|
-10%
|
|
|
985
|
|
$2.51M
|
+$45.6K
|
+330
|
+2%
|
|
|
986
|
Canal Capital Management
Richmond,
Virginia
|
$2.47M
|
-$253K
|
-1,829
|
-11%
|
|
|
987
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$2.47M
|
+$1.96M
|
+14,192
|
New
|
|
|
988
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.45M
|
-$1.38K
|
-10
|
-0.1%
|
|
|
989
|
Avantax Advisory Services
Dallas,
Texas
|
$2.44M
|
+$134K
|
+971
|
+7%
|
|
|
990
|
Eagle Asset Management
St Petersburg,
Florida
|
$2.44M
|
+$59.1K
|
+428
|
+3%
|
|
|
991
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.44M
|
-$189K
|
-1,369
|
-9%
|
|
|
992
|
Kintegral Advisory
New York
|
$2.43M
|
–
|
–
|
–
|
|
|
993
|
Kingfisher Capital
Charlotte,
North Carolina
|
$2.42M
|
+$70.6K
|
+511
|
+4%
|
|
|
994
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.42M
|
+$1.9M
|
+13,765
|
New
|
|
|
995
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$2.4M
|
+$370K
|
+2,674
|
+24%
|
|
|
996
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$2.39M
|
+$41.5K
|
+300
|
+2%
|
|
|
997
|
Inlet Private Wealth
Jupiter,
Florida
|
$2.38M
|
–
|
–
|
–
|
|
|
998
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$2.37M
|
-$23.2K
|
-168
|
-1%
|
|
|
999
|
Simmons Bank
Pine Bluff,
Arkansas
|
$2.36M
|
-$61.2K
|
-443
|
-3%
|
|
|
1000
|
White Pine Capital
Bloomington,
Minnesota
|
$2.35M
|
+$27.5K
|
+199
|
+1%
|
|
