|
126
|
NewEdge Advisors
New Orleans,
Louisiana
|
$544K
|
+$557K
|
+7,923
|
New
|
|
|
127
|
SVB Wealth
Boston,
Massachusetts
|
$527K
|
–
|
–
|
–
|
|
|
128
|
|
$516K
|
-$76.2K
|
-1,083
|
-13%
|
|
|
129
|
First Horizon Advisors
Memphis,
Tennessee
|
$509K
|
+$75.1K
|
+1,067
|
+17%
|
|
|
130
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$505K
|
–
|
–
|
–
|
|
|
131
|
Avantax Advisory Services
Dallas,
Texas
|
$502K
|
-$93.9K
|
-1,335
|
-15%
|
|
|
132
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$502K
|
–
|
–
|
–
|
|
|
133
|
Latitude Advisors
Vero Beach,
Florida
|
$498K
|
+$255K
|
+3,622
|
+100%
|
|
|
134
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$481K
|
–
|
–
|
–
|
|
|
135
|
Wealthcare Capital Management
Richmond,
Virginia
|
$474K
|
+$118K
|
+1,674
|
+32%
|
|
|
136
|
Addison Advisors
Middlebury,
Vermont
|
$471K
|
-$17.6K
|
-250
|
-4%
|
|
|
137
|
TD Private Client Wealth
New York
|
$458K
|
+$4.43K
|
+63
|
+1%
|
|
|
138
|
Venture Visionary Partners
Sylvania,
Ohio
|
$416K
|
-$139K
|
-1,980
|
-25%
|
|
|
139
|
Wealth Architects
Mountain View,
California
|
$411K
|
+$421K
|
+5,978
|
New
|
|
|
140
|
PrairieView Partners
St. Paul,
Minnesota
|
$407K
|
–
|
–
|
–
|
|
|
141
|
Eaton Vance Management
Boston,
Massachusetts
|
$394K
|
+$4.15K
|
+59
|
+1%
|
|
|
142
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$376K
|
+$281
|
+4
|
+0.1%
|
|
|
143
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$375K
|
–
|
–
|
–
|
|
|
144
|
Beacon Pointe Advisors
Newport Beach,
California
|
$375K
|
+$1.27K
|
+18
|
+0.3%
|
|
|
145
|
Comerica Securities
Detroit,
Michigan
|
$369K
|
–
|
–
|
–
|
|
|
146
|
Kestra Private Wealth Services
Austin,
Texas
|
$367K
|
+$61.1K
|
+869
|
+19%
|
|
|
147
|
Gries Financial
Cleveland,
Ohio
|
$363K
|
–
|
–
|
–
|
|
|
148
|
Gemmer Asset Management
Walnut Creek,
California
|
$362K
|
–
|
–
|
–
|
|
|
149
|
Nottingham Advisors
Amherst,
New York
|
$357K
|
–
|
–
|
–
|
|
|
150
|
Telemus Capital
Southfield,
Michigan
|
$349K
|
+$69.6K
|
+989
|
+24%
|
|
