|
1001
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$160K
|
–
|
–
|
–
|
|
|
1002
|
JOYN Advisors
Atlanta,
Georgia
|
$159K
|
-$12.7K
|
-37
|
-8%
|
|
|
1003
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$159K
|
+$1.72K
|
+5
|
+1%
|
|
|
1004
|
Oakworth Capital
Birmingham,
Alabama
|
$159K
|
+$155K
|
+451
|
New
|
|
|
1005
|
Zions Bancorporation
Salt Lake City,
Utah
|
$152K
|
+$6.89K
|
+20
|
+5%
|
|
|
1006
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$150K
|
-$355K
|
-1,030
|
-71%
|
|
|
1007
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$150K
|
–
|
–
|
–
|
|
|
1008
|
Asset Dedication LLC
San Francisco,
California
|
$149K
|
–
|
–
|
–
|
|
|
1009
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$141K
|
–
|
–
|
–
|
|
|
1010
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$140K
|
–
|
–
|
–
|
|
|
1011
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$136K
|
–
|
–
|
–
|
|
|
1012
|
Harvest Fund Management
Beijing,
China
|
$136K
|
+$72.6K
|
+211
|
+122%
|
|
|
1013
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$133K
|
+$13.8K
|
+40
|
+12%
|
|
|
1014
|
Next Financial Group
Houston,
Texas
|
$133K
|
+$130K
|
+377
|
New
|
|
|
1015
|
AssetMark Inc
Concord,
California
|
$129K
|
-$21K
|
-61
|
-14%
|
|
|
1016
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$128K
|
+$23.1K
|
+67
|
+23%
|
|
|
1017
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$125K
|
–
|
–
|
–
|
|
|
1018
|
C Partners Holding
Zurich,
Switzerland
|
$124K
|
-$153K
|
-445
|
-56%
|
|
|
1019
|
Perkins Coie Trust Company
Seattle,
Washington
|
$124K
|
–
|
–
|
–
|
|
|
1020
|
CenterStar Asset Management
Chicago,
Illinois
|
$107K
|
–
|
–
|
–
|
|
|
1021
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$107K
|
+$104K
|
+302
|
New
|
|
|
1022
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$106K
|
-$7.23K
|
-21
|
-7%
|
|
|
1023
|
Destination Wealth Management
Walnut Creek,
California
|
$103K
|
+$1.38K
|
+4
|
+1%
|
|
|
1024
|
Avantax Planning Partners
Dubuque,
Iowa
|
$103K
|
+$101K
|
+292
|
New
|
|
|
1025
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$98K
|
+$5.85K
|
+17
|
+7%
|
|
