|
101
|
Great Diamond Partners
Portland,
Maine
|
$4.16M
|
+$4.2M
|
+202,595
|
New
|
|
|
102
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$4.16M
|
-$958K
|
-46,206
|
-19%
|
|
|
103
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$4.08M
|
-$64.9K
|
-3,131
|
-2%
|
|
|
104
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.03M
|
+$4.06M
|
+195,820
|
+45,967%
|
|
|
105
|
Merit Financial Group
Alpharetta,
Georgia
|
$4.03M
|
-$5.63M
|
-271,876
|
-58%
|
|
|
106
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$3.87M
|
+$3.37M
|
+162,529
|
+626%
|
|
|
107
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$3.77M
|
+$215K
|
+10,350
|
+6%
|
|
|
108
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.55M
|
+$350K
|
+16,865
|
+11%
|
|
|
109
|
Ausdal Financial Partners
Davenport,
Iowa
|
$3.51M
|
+$118K
|
+5,678
|
+3%
|
|
|
110
|
Central Trust Company
Jefferson City,
Missouri
|
$3.34M
|
+$3.37M
|
+162,604
|
New
|
|
|
111
|
Tocqueville Asset Management
New York
|
$3.33M
|
-$108K
|
-5,215
|
-3%
|
|
|
112
|
Blue Fin Capital
Warren,
Rhode Island
|
$3.31M
|
-$8.87K
|
-428
|
-0.3%
|
|
|
113
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$3.2M
|
-$55.2K
|
-2,662
|
-2%
|
|
|
114
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.19M
|
-$1.63M
|
-78,466
|
-34%
|
|
|
115
|
Mission Wealth Management
Santa Barbara,
California
|
$3.14M
|
+$2.49M
|
+119,907
|
+360%
|
|
|
116
|
Park Avenue Securities
New York
|
$2.97M
|
-$36.3K
|
-1,751
|
-1%
|
|
|
117
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$2.96M
|
+$254K
|
+12,275
|
+9%
|
|
|
118
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.89M
|
+$2.91M
|
+140,631
|
New
|
|
|
119
|
Bartlett & Co
Cincinnati,
Ohio
|
$2.89M
|
+$2.91M
|
+140,631
|
New
|
|
|
120
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.86M
|
+$1.59M
|
+76,866
|
+123%
|
|
|
121
|
Wedbush Securities
Los Angeles,
California
|
$2.85M
|
-$135K
|
-6,532
|
-4%
|
|
|
122
|
Atria Wealth Solutions
New York
|
$2.83M
|
+$1.37M
|
+66,238
|
+92%
|
|
|
123
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.8M
|
+$2.83M
|
+136,415
|
New
|
|
|
124
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.8M
|
+$366K
|
+17,646
|
+15%
|
|
|
125
|
TI-Trust
Quincy,
Illinois
|
$2.77M
|
–
|
–
|
–
|
|
