|
101
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$351K
|
+$350K
|
+7,378
|
New
|
|
|
102
|
Kalos Management
Alpharetta,
Georgia
|
$297K
|
-$7.69K
|
-162
|
-3%
|
|
|
103
|
Advisory Services Network
Atlanta,
Georgia
|
$294K
|
+$294K
|
+6,184
|
New
|
|
|
104
|
Great Lakes Advisors
Chicago,
Illinois
|
$256K
|
-$38.1K
|
-802
|
-13%
|
|
|
105
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$243K
|
+$243K
|
+5,110
|
New
|
|
|
106
|
Fidelity Investments
Boston,
Massachusetts
|
$242K
|
-$247K
|
-5,200
|
-50%
|
|
|
107
|
WFG Advisors
Dallas,
Texas
|
$241K
|
-$1.1M
|
-23,069
|
-82%
|
|
|
108
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$228K
|
-$263K
|
-5,530
|
-54%
|
|
|
109
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$224K
|
+$224K
|
+4,712
|
New
|
|
|
110
|
Global Retirement Partners
San Rafael,
California
|
$208K
|
+$80.6K
|
+1,698
|
+63%
|
|
|
111
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$203K
|
-$27K
|
-568
|
-12%
|
|
|
112
|
Creative Financial Designs
Kokomo,
Indiana
|
$200K
|
+$200K
|
+4,211
|
New
|
|
|
113
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$162K
|
+$108K
|
+2,275
|
+198%
|
|
|
114
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$157K
|
–
|
–
|
–
|
|
|
115
|
MCF Advisors
Covington,
Kentucky
|
$132K
|
+$131K
|
+2,768
|
New
|
|
|
116
|
|
$120K
|
-$55K
|
-1,159
|
-31%
|
|
|
117
|
D.A. Davidson & Co
Great Falls,
Montana
|
$102K
|
-$212K
|
-4,475
|
-67%
|
|
|
118
|
SEI Investments
Oaks,
Pennsylvania
|
$94K
|
-$280K
|
-5,889
|
-75%
|
|
|
119
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$77K
|
+$58.1K
|
+1,224
|
+308%
|
|
|
120
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$66K
|
+$47.5K
|
+1,000
|
+260%
|
|
|
121
|
Geneos Wealth Management
Englewood,
Colorado
|
$60K
|
+$95
|
+2
|
+0.2%
|
|
|
122
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$52.3K
|
+$52.2K
|
+1,100
|
New
|
|
|
123
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$48K
|
-$23.7K
|
-500
|
-33%
|
|
|
124
|
Raffa Wealth Management
Washington,
District of Columbia
|
$47.5K
|
–
|
–
|
–
|
|
|
125
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$36K
|
+$36.3K
|
+765
|
New
|
|
