|
126
|
World Investment Advisors
Santa Barbara,
California
|
$633K
|
-$15.1K
|
-86
|
-2%
|
|
|
127
|
Source Financial Advisors
New York
|
$631K
|
–
|
–
|
–
|
|
|
128
|
American Investment Services
Great Barrington,
Massachusetts
|
$610K
|
+$613K
|
+3,498
|
New
|
|
|
129
|
Provence Wealth Management Group
Irvine,
California
|
$583K
|
+$586K
|
+3,345
|
New
|
|
|
130
|
|
$583K
|
-$76.2K
|
-435
|
-12%
|
|
|
131
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$563K
|
–
|
–
|
–
|
|
|
132
|
Advisory Services Network
Atlanta,
Georgia
|
$553K
|
+$556K
|
+3,173
|
New
|
|
|
133
|
Compass Wealth Management
Guilford,
Connecticut
|
$545K
|
+$547K
|
+3,125
|
New
|
|
|
134
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$543K
|
+$71.5K
|
+408
|
+15%
|
|
|
135
|
Kestra Private Wealth Services
Austin,
Texas
|
$525K
|
+$53.6K
|
+306
|
+11%
|
|
|
136
|
TIAA FSB
Jacksonville,
Florida
|
$525K
|
-$13.1K
|
-75
|
-2%
|
|
|
137
|
Madden Advisory Services
Jacksonville,
Florida
|
$481K
|
+$1.05K
|
+6
|
+0.2%
|
|
|
138
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$472K
|
+$128K
|
+730
|
+37%
|
|
|
139
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$461K
|
+$463K
|
+2,644
|
New
|
|
|
140
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$457K
|
+$459K
|
+2,621
|
New
|
|
|
141
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$453K
|
-$47.1K
|
-269
|
-9%
|
|
|
142
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$451K
|
-$22.1K
|
-126
|
-5%
|
|
|
143
|
Cetera Advisors
Denver,
Colorado
|
$418K
|
+$14.7K
|
+84
|
+4%
|
|
|
144
|
Blue Trust Inc
Alpharetta,
Georgia
|
$410K
|
+$439K
|
+2,508
|
New
|
|
|
145
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$406K
|
–
|
–
|
–
|
|
|
146
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$397K
|
+$399K
|
+2,276
|
New
|
|
|
147
|
Charles Schwab
San Francisco,
California
|
$394K
|
+$396K
|
+2,262
|
New
|
|
|
148
|
Prospera Financial Services
Dallas,
Texas
|
$384K
|
+$52.5K
|
+300
|
+16%
|
|
|
149
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$380K
|
+$2.63K
|
+15
|
+0.7%
|
|
|
150
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$349K
|
+$175K
|
+1,002
|
+100%
|
|
