|
101
|
Annapolis Financial Services
Annapolis,
Maryland
|
$239K
|
+$233K
|
+2,980
|
New
|
|
|
102
|
Heritage Financial Services
Westwood,
Massachusetts
|
$221K
|
+$216K
|
+2,757
|
New
|
|
|
103
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$219K
|
+$214K
|
+2,728
|
New
|
|
|
104
|
Calamos Wealth Management
Naperville,
Illinois
|
$214K
|
+$209K
|
+2,673
|
New
|
|
|
105
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$208K
|
+$203K
|
+2,595
|
New
|
|
|
106
|
FDx Advisors
Chicago,
Illinois
|
$205K
|
+$201K
|
+2,561
|
New
|
|
|
107
|
Eaton Vance Management
Boston,
Massachusetts
|
$140K
|
+$52.7K
|
+673
|
+63%
|
|
|
108
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$139K
|
+$136K
|
+1,739
|
New
|
|
|
109
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$46K
|
+$14.8K
|
+189
|
+49%
|
|
|
110
|
Rockbridge Investment Management
Syracuse,
New York
|
$23K
|
+$22.2K
|
+283
|
New
|
|
|
111
|
US Bancorp
Minneapolis,
Minnesota
|
$21K
|
–
|
–
|
–
|
|
|
112
|
Burleson & Co
Petaluma,
California
|
$19K
|
+$78
|
+1
|
+0.4%
|
|
|
113
|
UBS Group
Zurich,
Switzerland
|
$19K
|
+$17.9K
|
+229
|
+7,633%
|
|
|
114
|
Signet Financial Management
Parsippany,
New Jersey
|
$11K
|
+$11K
|
+140
|
New
|
|
|
115
|
Level Financial Advisors
East Amherst,
New York
|
$7K
|
+$6.81K
|
+87
|
New
|
|
|
116
|
Janiczek Wealth Management
Denver,
Colorado
|
$4K
|
+$3.52K
|
+45
|
New
|
|
|
117
|
O'Dell Group
Cincinnati,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
118
|
Tevis Investment Management
Plano,
Texas
|
$1K
|
+$861
|
+11
|
New
|
|
|
119
|
Citadel Advisors
Miami,
Florida
|
–
|
-$291K
|
-3,951
|
Closed
|
|
|
120
|
Pure Financial Advisors
San Diego,
California
|
–
|
-$210K
|
-2,847
|
Closed
|
|
|
121
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$34K
|
-460
|
Closed
|
|
