|
201
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$207K
|
–
|
–
|
–
|
|
|
202
|
AlphaCore Capital
La Jolla,
California
|
$205K
|
-$66K
|
-53
|
-24%
|
|
|
203
|
|
$205K
|
–
|
–
|
–
|
|
|
204
|
Essex Financial Services
Essex,
Connecticut
|
$201K
|
–
|
–
|
–
|
|
|
205
|
Hollencrest Capital Management
Newport Beach,
California
|
$171K
|
–
|
–
|
–
|
|
|
206
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$141K
|
+$62.2K
|
+50
|
+76%
|
|
|
207
|
EP Wealth Advisors
Torrance,
California
|
$139K
|
–
|
–
|
–
|
|
|
208
|
Brown Brothers Harriman & Co
New York
|
$128K
|
–
|
–
|
–
|
|
|
209
|
Allworth Financial
Folsom,
California
|
$114K
|
–
|
–
|
–
|
|
|
210
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$113K
|
+$31.1K
|
+25
|
+37%
|
|
|
211
|
Private Trust Company
Cleveland,
Ohio
|
$112K
|
–
|
–
|
–
|
|
|
212
|
MAI Capital Management
Independence,
Ohio
|
$106K
|
+$108K
|
+87
|
New
|
|
|
213
|
Steward Partners Investment Advisory
New York
|
$105K
|
+$78.4K
|
+63
|
+274%
|
|
|
214
|
Whittier Trust
South Pasadena,
California
|
$97.5K
|
+$62.2K
|
+50
|
+167%
|
|
|
215
|
Jones Financial Companies
Des Peres,
Missouri
|
$90.2K
|
-$19.9K
|
-16
|
-18%
|
|
|
216
|
CoreCap Advisors
Southfield,
Michigan
|
$89K
|
+$21.2K
|
+17
|
+30%
|
|
|
217
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$85.3K
|
+$4.98K
|
+4
|
+6%
|
|
|
218
|
Blue Trust Inc
Alpharetta,
Georgia
|
$76.8K
|
+$41.1K
|
+33
|
+110%
|
|
|
219
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$71.9K
|
+$73.4K
|
+59
|
New
|
|
|
220
|
Principal Securities
Des Moines,
Iowa
|
$64.6K
|
–
|
–
|
–
|
|
|
221
|
SRH Advisors
Salina,
Kansas
|
$61K
|
–
|
–
|
–
|
|
|
222
|
Colonial Trust
Spartanburg,
South Carolina
|
$56.1K
|
+$57.3K
|
+46
|
New
|
|
|
223
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$55K
|
-$61K
|
-49
|
-52%
|
|
|
224
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$54.9K
|
–
|
–
|
–
|
|
|
225
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$52.8K
|
–
|
–
|
–
|
|
