|
151
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$877K
|
-$1.41M
|
-5,648
|
-63%
|
|
|
152
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$873K
|
–
|
–
|
–
|
|
|
153
|
Source Financial Advisors
New York
|
$859K
|
+$3.01K
|
+12
|
+0.4%
|
|
|
154
|
Kestra Private Wealth Services
Austin,
Texas
|
$856K
|
+$300K
|
+1,198
|
+57%
|
|
|
155
|
Parsons Capital Management
Providence,
Rhode Island
|
$828K
|
+$47.6K
|
+190
|
+6%
|
|
|
156
|
Compass Wealth Management
Guilford,
Connecticut
|
$813K
|
–
|
–
|
–
|
|
|
157
|
Certuity
North Palm Beach,
Florida
|
$790K
|
+$2.5K
|
+10
|
+0.3%
|
|
|
158
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$789K
|
+$2K
|
+8
|
+0.3%
|
|
|
159
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$746K
|
–
|
–
|
–
|
|
|
160
|
Financial Counselors Inc
Overland Park,
Kansas
|
$741K
|
+$22K
|
+88
|
+3%
|
|
|
161
|
Corient Private Wealth
Miami,
Florida
|
$735K
|
+$65.1K
|
+260
|
+10%
|
|
|
162
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$717K
|
–
|
–
|
–
|
|
|
163
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$706K
|
–
|
–
|
–
|
|
|
164
|
Madden Advisory Services
Jacksonville,
Florida
|
$697K
|
-$4.01K
|
-16
|
-0.6%
|
|
|
165
|
Modera Wealth Management
Westwood,
New Jersey
|
$640K
|
+$3.76K
|
+15
|
+0.6%
|
|
|
166
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$635K
|
+$4.01K
|
+16
|
+0.7%
|
|
|
167
|
Citizens Financial Group
Providence,
Rhode Island
|
$631K
|
+$8.27K
|
+33
|
+1%
|
|
|
168
|
Prospera Financial Services
Dallas,
Texas
|
$625K
|
-$428K
|
-1,709
|
-42%
|
|
|
169
|
Blue Trust Inc
Alpharetta,
Georgia
|
$617K
|
–
|
–
|
–
|
|
|
170
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$589K
|
+$501
|
+2
|
+0.1%
|
|
|
171
|
Steward Partners Investment Advisory
New York
|
$576K
|
-$37.3K
|
-149
|
-6%
|
|
|
172
|
MGO One Seven
Beachwood,
Ohio
|
$572K
|
+$149K
|
+596
|
+37%
|
|
|
173
|
Park Avenue Securities
New York
|
$543K
|
–
|
–
|
–
|
|
|
174
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$530K
|
–
|
–
|
–
|
|
|
175
|
Schoolcraft Capital
Boulder,
Colorado
|
$530K
|
+$57.6K
|
+230
|
+13%
|
|
