|
126
|
LifePlan Financial Group
Dayton,
Ohio
|
$50K
|
–
|
–
|
–
|
|
|
127
|
Cribstone Capital Management
Augusta,
Maine
|
$49K
|
–
|
–
|
–
|
|
|
128
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$45K
|
+$53.2K
|
+971
|
New
|
|
|
129
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$42K
|
+$1.15K
|
+21
|
+2%
|
|
|
130
|
Steward Partners Investment Advisory
New York
|
$39K
|
+$46K
|
+840
|
New
|
|
|
131
|
Valeo Financial Advisors
Carmel,
Indiana
|
$36K
|
-$6.46K
|
-118
|
-14%
|
|
|
132
|
Oakworth Capital
Birmingham,
Alabama
|
$36K
|
–
|
–
|
–
|
|
|
133
|
EPG Wealth Management
Atlanta,
Georgia
|
$28K
|
–
|
–
|
–
|
|
|
134
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$28K
|
–
|
–
|
–
|
|
|
135
|
TimeScale Financial
Danvers,
Massachusetts
|
$27K
|
+$14.5K
|
+265
|
+86%
|
|
|
136
|
Parallel Advisors
San Francisco,
California
|
$26K
|
-$749K
|
-13,683
|
-96%
|
|
|
137
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$25K
|
–
|
–
|
–
|
|
|
138
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$25K
|
+$2.14K
|
+39
|
+8%
|
|
|
139
|
Geneos Wealth Management
Englewood,
Colorado
|
$20K
|
+$8.82K
|
+161
|
+59%
|
|
|
140
|
Meeder Asset Management
Dublin,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
141
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$19K
|
+$21.5K
|
+393
|
New
|
|
|
142
|
William Blair & Company
Chicago,
Illinois
|
$17K
|
+$5.48K
|
+100
|
+38%
|
|
|
143
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15K
|
+$17.8K
|
+325
|
New
|
|
|
144
|
Rockefeller Capital Management
New York
|
$14K
|
+$16.5K
|
+302
|
New
|
|
|
145
|
Gemmer Asset Management
Walnut Creek,
California
|
$11K
|
+$110
|
+2
|
+0.9%
|
|
|
146
|
CKW Financial Group
Honolulu,
Hawaii
|
$11K
|
+$876
|
+16
|
+7%
|
|
|
147
|
Focused Wealth Management
Newburgh,
New York
|
$10K
|
–
|
–
|
–
|
|
|
148
|
Lake Point Wealth Management
Rockwall,
Texas
|
$10K
|
–
|
–
|
–
|
|
|
149
|
|
$9K
|
+$11K
|
+200
|
New
|
|
|
150
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$8K
|
-$33.9K
|
-620
|
-79%
|
|
