|
101
|
Pathstone Family Office
Englewood,
New Jersey
|
$228K
|
–
|
–
|
–
|
|
|
102
|
Raymond James & Associates
St Petersburg,
Florida
|
$207K
|
+$199K
|
+1,684
|
New
|
|
|
103
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$205K
|
+$196K
|
+1,662
|
New
|
|
|
104
|
Values Added Financial
Washington,
District of Columbia
|
$201K
|
+$193K
|
+1,634
|
New
|
|
|
105
|
UBS Group
Zurich,
Switzerland
|
$163K
|
+$73.2K
|
+620
|
+88%
|
|
|
106
|
First Horizon Advisors
Memphis,
Tennessee
|
$153K
|
–
|
–
|
–
|
|
|
107
|
Creative Financial Designs
Kokomo,
Indiana
|
$109K
|
+$41.1K
|
+348
|
+65%
|
|
|
108
|
Fidelity Investments
Boston,
Massachusetts
|
$104K
|
+$58.2K
|
+493
|
+140%
|
|
|
109
|
IFP Advisors
Tampa,
Florida
|
$104K
|
-$26.8K
|
-227
|
-21%
|
|
|
110
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$85.2K
|
+$590
|
+5
|
+0.7%
|
|
|
111
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$67K
|
–
|
–
|
–
|
|
|
112
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$62K
|
+$59.5K
|
+504
|
New
|
|
|
113
|
Wells Fargo
San Francisco,
California
|
$53K
|
+$118
|
+1
|
+0.2%
|
|
|
114
|
Raleigh Capital Management
Cary,
North Carolina
|
$47.6K
|
+$19.4K
|
+164
|
+74%
|
|
|
115
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$47K
|
-$7.55K
|
-64
|
-14%
|
|
|
116
|
Harbour Investments
Madison,
Wisconsin
|
$43K
|
–
|
–
|
–
|
|
|
117
|
Steward Partners Investment Advisory
New York
|
$26.8K
|
–
|
–
|
–
|
|
|
118
|
US Bancorp
Minneapolis,
Minnesota
|
$24.6K
|
–
|
–
|
–
|
|
|
119
|
Allworth Financial
Folsom,
California
|
$23.9K
|
+$22.9K
|
+194
|
New
|
|
|
120
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$21.6K
|
+$20.8K
|
+176
|
New
|
|
|
121
|
Retirement Group
San Diego,
California
|
$15.9K
|
-$3.54K
|
-30
|
-19%
|
|
|
122
|
Advisornet Financial
Minnetonka,
Minnesota
|
$15.4K
|
–
|
–
|
–
|
|
|
123
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.76K
|
+$6.49K
|
+55
|
New
|
|
|
124
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$6.76K
|
+$6.49K
|
+55
|
New
|
|
|
125
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5.53K
|
–
|
–
|
–
|
|
