|
76
|
Oak Asset Management
Westlake Village,
California
|
$613K
|
+$627K
|
+11,732
|
New
|
|
|
77
|
Destination Wealth Management
Walnut Creek,
California
|
$601K
|
+$23.4K
|
+438
|
+4%
|
|
|
78
|
Moors & Cabot
Boston,
Massachusetts
|
$599K
|
+$611K
|
+11,447
|
New
|
|
|
79
|
Capital City Trust
Tallahassee,
Florida
|
$569K
|
+$582K
|
+10,890
|
New
|
|
|
80
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$565K
|
+$427
|
+8
|
+0.1%
|
|
|
81
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$522K
|
+$533K
|
+9,979
|
New
|
|
|
82
|
Dimension Capital Management
Coral Gables,
Florida
|
$492K
|
–
|
–
|
–
|
|
|
83
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$455K
|
-$22.5K
|
-421
|
-5%
|
|
|
84
|
Mercer Global Advisors
Denver,
Colorado
|
$433K
|
-$64.4K
|
-1,205
|
-13%
|
|
|
85
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$432K
|
+$170K
|
+3,183
|
+63%
|
|
|
86
|
Synovus Financial
Columbus,
Georgia
|
$428K
|
-$55.6K
|
-1,041
|
-11%
|
|
|
87
|
Evanson Asset Management
Carmel,
California
|
$378K
|
+$1.12K
|
+21
|
+0.3%
|
|
|
88
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$334K
|
+$281K
|
+5,262
|
+467%
|
|
|
89
|
Saxon Interests
Houston,
Texas
|
$330K
|
–
|
–
|
–
|
|
|
90
|
Diversified Trust
Memphis,
Tennessee
|
$314K
|
–
|
–
|
–
|
|
|
91
|
Regions Financial Corp
Birmingham,
Alabama
|
$298K
|
-$809K
|
-15,147
|
-73%
|
|
|
92
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$294K
|
+$301K
|
+5,630
|
New
|
|
|
93
|
M Holdings Securities
Portland,
Oregon
|
$279K
|
-$299K
|
-5,592
|
-51%
|
|
|
94
|
Ballentine Partners
Waltham,
Massachusetts
|
$278K
|
–
|
–
|
–
|
|
|
95
|
Atwood & Palmer
Kansas City,
Missouri
|
$277K
|
–
|
–
|
–
|
|
|
96
|
One Wealth Advisors
San Francisco,
California
|
$270K
|
+$276K
|
+5,172
|
New
|
|
|
97
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$264K
|
+$3.95K
|
+74
|
+1%
|
|
|
98
|
Bank of Stockton
Stockton,
California
|
$261K
|
–
|
–
|
–
|
|
|
99
|
Excalibur Management
Waltham,
Massachusetts
|
$260K
|
–
|
–
|
–
|
|
|
100
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$260K
|
+$57.7K
|
+1,080
|
+28%
|
|
