|
101
|
United Capital Financial Advisors
Irving,
Texas
|
$311K
|
+$304K
|
+5,344
|
New
|
|
|
102
|
Blue Edge Capital
Richmond,
Virginia
|
$307K
|
+$35.4K
|
+623
|
+13%
|
|
|
103
|
|
$307K
|
-$1.8M
|
-31,704
|
-86%
|
|
|
104
|
Rockefeller Financial Services
New York
|
$303K
|
+$296K
|
+5,208
|
New
|
|
|
105
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$278K
|
-$200K
|
-3,521
|
-42%
|
|
|
106
|
Coldstream Capital Management
Bellevue,
Washington
|
$241K
|
+$2.95K
|
+52
|
+1%
|
|
|
107
|
National Planning Corporation
El Segundo,
California
|
$235K
|
+$228K
|
+4,008
|
New
|
|
|
108
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$230K
|
+$13.1K
|
+231
|
+6%
|
|
|
109
|
Essex Financial Services
Essex,
Connecticut
|
$227K
|
–
|
–
|
–
|
|
|
110
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$211K
|
-$8.24K
|
-145
|
-4%
|
|
|
111
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$209K
|
+$204K
|
+3,591
|
New
|
|
|
112
|
Riversville Capital
Greenwich,
Connecticut
|
$208K
|
-$1.68M
|
-29,646
|
-89%
|
|
|
113
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$195K
|
-$2.44K
|
-43
|
-1%
|
|
|
114
|
Guggenheim Capital
Chicago,
Illinois
|
$192K
|
+$187K
|
+3,300
|
New
|
|
|
115
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$180K
|
–
|
–
|
–
|
|
|
116
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$149K
|
–
|
–
|
–
|
|
|
117
|
WhitTier Trust Company
Reno,
Nevada
|
$142K
|
–
|
–
|
–
|
|
|
118
|
Creative Planning
Overland Park,
Kansas
|
$133K
|
-$43.1K
|
-759
|
-25%
|
|
|
119
|
M&T Bank
Buffalo,
New York
|
$124K
|
+$122K
|
+2,140
|
New
|
|
|
120
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$111K
|
+$22.7K
|
+399
|
+26%
|
|
|
121
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$105K
|
–
|
–
|
–
|
|
|
122
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$101K
|
-$10.4M
|
-182,808
|
-99%
|
|
|
123
|
Tortoise Investment Management
White Plains,
New York
|
$59K
|
+$19.3K
|
+340
|
+51%
|
|
|
124
|
Integrated Wealth Counsel
Carmel,
California
|
$38K
|
–
|
–
|
–
|
|
|
125
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$32.8K
|
–
|
–
|
–
|
|
