|
76
|
Montecito Bank & Trust
Santa Barbara,
California
|
$264K
|
–
|
–
|
–
|
|
|
77
|
Tranquility Partners
Brentwood,
Tennessee
|
$259K
|
+$259K
|
+4,224
|
New
|
|
|
78
|
ProVise Management Group
Clearwater,
Florida
|
$250K
|
–
|
–
|
–
|
|
|
79
|
WealthSource Partners
San Luis Obispo,
California
|
$250K
|
–
|
–
|
–
|
|
|
80
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$242K
|
+$16.6K
|
+271
|
+7%
|
|
|
81
|
MML Investors Services
Springfield,
Massachusetts
|
$231K
|
+$230K
|
+3,760
|
New
|
|
|
82
|
Private Advisor Group
Morristown,
New Jersey
|
$229K
|
-$26.2K
|
-428
|
-10%
|
|
|
83
|
Atria Investments
Charlotte,
North Carolina
|
$207K
|
-$1.29K
|
-21
|
-0.6%
|
|
|
84
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$201K
|
+$200K
|
+3,269
|
New
|
|
|
85
|
Global Retirement Partners
San Rafael,
California
|
$183K
|
+$183K
|
+2,989
|
New
|
|
|
86
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$106K
|
+$106K
|
+1,730
|
New
|
|
|
87
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$90K
|
-$38.7K
|
-632
|
-30%
|
|
|
88
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$77K
|
+$76.6K
|
+1,250
|
New
|
|
|
89
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$60.5K
|
–
|
–
|
–
|
|
|
90
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$60K
|
-$7.41K
|
-121
|
-11%
|
|
|
91
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$57K
|
+$919
|
+15
|
+2%
|
|
|
92
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$55K
|
–
|
–
|
–
|
|
|
93
|
Destination Wealth Management
Walnut Creek,
California
|
$46K
|
+$45.1K
|
+737
|
+6,700%
|
|
|
94
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39K
|
–
|
–
|
–
|
|
|
95
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$36K
|
-$51.1K
|
-834
|
-59%
|
|
|
96
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$36K
|
+$612
|
+10
|
+2%
|
|
|
97
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$32K
|
–
|
–
|
–
|
|
|
98
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$31K
|
–
|
–
|
–
|
|
|
99
|
Anchor Investment Management
Columbia,
South Carolina
|
$18.4K
|
-$30.6K
|
-500
|
-63%
|
|
|
100
|
Fidelity Investments
Boston,
Massachusetts
|
$14K
|
-$3.8K
|
-62
|
-22%
|
|
