|
301
|
Park Avenue Securities
New York
|
$208K
|
+$204K
|
+3,657
|
New
|
|
|
302
|
Montecito Bank & Trust
Santa Barbara,
California
|
$207K
|
+$202K
|
+3,633
|
New
|
|
|
303
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$205K
|
+$201K
|
+3,614
|
New
|
|
|
304
|
SkyOak Wealth
Southfield,
Michigan
|
$205K
|
+$201K
|
+3,599
|
New
|
|
|
305
|
Core Wealth Partners
Santa Rosa,
California
|
$204K
|
–
|
–
|
–
|
|
|
306
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$202K
|
+$198K
|
+3,550
|
New
|
|
|
307
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$201K
|
-$3.06K
|
-55
|
-2%
|
|
|
308
|
CX Institutional
Auburn,
Indiana
|
$179K
|
-$78.1K
|
-1,401
|
-31%
|
|
|
309
|
Breakwater Investment Management
Seattle,
Washington
|
$161K
|
–
|
–
|
–
|
|
|
310
|
Decker Retirement Planning
Levi,
Utah
|
$156K
|
+$7.52K
|
+135
|
+5%
|
|
|
311
|
Parallel Advisors
San Francisco,
California
|
$138K
|
+$62.8K
|
+1,127
|
+87%
|
|
|
312
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$134K
|
+$11.6K
|
+208
|
+10%
|
|
|
313
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$123K
|
-$77K
|
-1,382
|
-39%
|
|
|
314
|
Root Financial Partners
Encinitas,
California
|
$115K
|
+$113K
|
+2,029
|
New
|
|
|
315
|
NBT Bank
Norwich,
New York
|
$110K
|
–
|
–
|
–
|
|
|
316
|
Fidelity Investments
Boston,
Massachusetts
|
$110K
|
+$24.4K
|
+438
|
+29%
|
|
|
317
|
Rialto Wealth Management
Syracuse,
New York
|
$99.9K
|
+$97.9K
|
+1,757
|
New
|
|
|
318
|
Webster Bank
Waterbury,
Connecticut
|
$96.8K
|
–
|
–
|
–
|
|
|
319
|
Franklin Resources
San Mateo,
California
|
$95.1K
|
-$47.2K
|
-847
|
-34%
|
|
|
320
|
FWL Investment Management
Dallas,
Texas
|
$71.3K
|
-$223
|
-4
|
-0.3%
|
|
|
321
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$68K
|
+$18.4K
|
+330
|
+38%
|
|
|
322
|
AlphaCore Capital
La Jolla,
California
|
$65.9K
|
–
|
–
|
–
|
|
|
323
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$64.3K
|
+$7.69K
|
+138
|
+14%
|
|
|
324
|
Raffa Wealth Management
Washington,
District of Columbia
|
$60.7K
|
–
|
–
|
–
|
|
|
325
|
ORG Wealth Partners
Dallas,
Texas
|
$59K
|
–
|
–
|
–
|
|
