|
76
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$251K
|
+$41K
|
+1,004
|
+17%
|
|
|
77
|
Venturi Wealth Management
Austin,
Texas
|
$250K
|
–
|
–
|
–
|
|
|
78
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$244K
|
+$7.31K
|
+179
|
+3%
|
|
|
79
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$241K
|
–
|
–
|
–
|
|
|
80
|
Moors & Cabot
Boston,
Massachusetts
|
$234K
|
+$27.9K
|
+684
|
+12%
|
|
|
81
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$226K
|
–
|
–
|
–
|
|
|
82
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$207K
|
-$131K
|
-3,212
|
-36%
|
|
|
83
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$174K
|
–
|
–
|
–
|
|
|
84
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$143K
|
-$33.1K
|
-810
|
-16%
|
|
|
85
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$116K
|
–
|
–
|
–
|
|
|
86
|
Global Retirement Partners
San Rafael,
California
|
$112K
|
–
|
–
|
–
|
|
|
87
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$98K
|
–
|
–
|
–
|
|
|
88
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$97K
|
+$112K
|
+2,734
|
New
|
|
|
89
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$95K
|
+$109K
|
+2,667
|
New
|
|
|
90
|
Rockefeller Capital Management
New York
|
$52K
|
–
|
–
|
–
|
|
|
91
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$49K
|
-$6.58K
|
-161
|
-11%
|
|
|
92
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$49K
|
+$56.3K
|
+1,379
|
New
|
|
|
93
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$46K
|
–
|
–
|
–
|
|
|
94
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$42K
|
–
|
–
|
–
|
|
|
95
|
Hartford Financial Management
Hartford,
Connecticut
|
$42K
|
–
|
–
|
–
|
|
|
96
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$41K
|
+$31.3K
|
+765
|
+177%
|
|
|
97
|
Royal Fund Management
Lady Lake,
Florida
|
$39K
|
+$3.23K
|
+79
|
+8%
|
|
|
98
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$37K
|
+$38.6K
|
+944
|
+963%
|
|
|
99
|
Sandy Spring Bank
Olney,
Maryland
|
$31K
|
–
|
–
|
–
|
|
|
100
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$29K
|
-$146K
|
-3,582
|
-81%
|
|
