|
201
|
SimplyRich
Carlsbad,
California
|
$933K
|
–
|
–
|
–
|
|
|
202
|
Asset Dedication LLC
San Francisco,
California
|
$927K
|
+$171K
|
+1,462
|
+25%
|
|
|
203
|
Charles Schwab
San Francisco,
California
|
$907K
|
+$374K
|
+3,191
|
+80%
|
|
|
204
|
Founders Financial Securities
Towson,
Maryland
|
$905K
|
+$115K
|
+984
|
+16%
|
|
|
205
|
CIBC World Market
Toronto,
Ontario, Canada
|
$898K
|
-$466K
|
-3,975
|
-36%
|
|
|
206
|
Horizon Investments
Charlotte,
North Carolina
|
$897K
|
+$109K
|
+929
|
+15%
|
|
|
207
|
Burney Company
Reston,
Virginia
|
$892K
|
-$17K
|
-145
|
-2%
|
|
|
208
|
Venturi Wealth Management
Austin,
Texas
|
$891K
|
+$73.7K
|
+628
|
+10%
|
|
|
209
|
Prospera Financial Services
Dallas,
Texas
|
$889K
|
-$109K
|
-931
|
-12%
|
|
|
210
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$888K
|
-$135K
|
-1,155
|
-14%
|
|
|
211
|
Wealth Alliance
Mellville,
New York
|
$884K
|
+$234K
|
+1,997
|
+40%
|
|
|
212
|
Regions Financial Corp
Birmingham,
Alabama
|
$842K
|
-$5.98K
|
-51
|
-0.8%
|
|
|
213
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$838K
|
-$34.7K
|
-296
|
-4%
|
|
|
214
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$834K
|
+$135K
|
+1,154
|
+21%
|
|
|
215
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$830K
|
-$66.9K
|
-570
|
-8%
|
|
|
216
|
Abbrea Capital
Greenbrae,
California
|
$822K
|
–
|
–
|
–
|
|
|
217
|
Gabelli Funds
Rye,
New York
|
$797K
|
–
|
–
|
–
|
|
|
218
|
Quilter Plc
London,
United Kingdom
|
$797K
|
+$86.8K
|
+740
|
New
|
|
|
219
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$796K
|
+$149K
|
+1,268
|
+25%
|
|
|
220
|
Sequoia Financial Advisors
Akron,
Ohio
|
$790K
|
+$141K
|
+1,200
|
+24%
|
|
|
221
|
Raymond James Trust
St. Petersburg,
Florida
|
$787K
|
+$226K
|
+1,923
|
+45%
|
|
|
222
|
Stephens Inc
Little Rock,
Arkansas
|
$785K
|
+$151K
|
+1,288
|
+26%
|
|
|
223
|
ExodusPoint Capital Management
New York
|
$779K
|
-$1.18M
|
-10,099
|
-62%
|
|
|
224
|
Caprock Group
Boise,
Idaho
|
$776K
|
+$33K
|
+281
|
+5%
|
|
|
225
|
AXQ Capital
Jersey City,
New Jersey
|
$772K
|
+$716K
|
+6,100
|
New
|
|
