|
101
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.06M
|
+$160K
|
+5,451
|
+18%
|
|
|
102
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.05M
|
-$107K
|
-3,648
|
-9%
|
|
|
103
|
SpringVest Wealth Management
Dallas,
Texas
|
$1.01M
|
–
|
–
|
–
|
|
|
104
|
Kestra Advisory Services
Austin,
Texas
|
$1,000K
|
-$173K
|
-5,916
|
-15%
|
|
|
105
|
Investors Research Corp
Atlanta,
Georgia
|
$992K
|
-$32.8K
|
-1,118
|
-3%
|
|
|
106
|
Bank of New York Mellon
New York
|
$859K
|
-$772K
|
-26,351
|
-48%
|
|
|
107
|
MML Investors Services
Springfield,
Massachusetts
|
$820K
|
-$16.7K
|
-571
|
-2%
|
|
|
108
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$817K
|
-$151K
|
-5,168
|
-16%
|
|
|
109
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$762K
|
–
|
–
|
–
|
|
|
110
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$748K
|
-$2.11K
|
-72
|
-0.3%
|
|
|
111
|
Equitable Holdings
New York
|
$717K
|
-$236K
|
-8,043
|
-25%
|
|
|
112
|
Wela Strategies
Atlanta,
Georgia
|
$705K
|
-$1.27M
|
-43,480
|
-65%
|
|
|
113
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$704K
|
–
|
–
|
–
|
|
|
114
|
Towneley Capital Management
Laguna Hills,
California
|
$684K
|
–
|
–
|
–
|
|
|
115
|
3Chopt Investment Partners
Richmond,
Virginia
|
$671K
|
+$665K
|
+22,696
|
New
|
|
|
116
|
Bristlecone Advisors
Bellevue,
Washington
|
$630K
|
–
|
–
|
–
|
|
|
117
|
Iowa State Bank
Urbandale,
Iowa
|
$601K
|
-$252K
|
-8,601
|
-30%
|
|
|
118
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$571K
|
-$183K
|
-6,235
|
-24%
|
|
|
119
|
GSB Wealth Management
Guilford,
Connecticut
|
$535K
|
+$15.3K
|
+523
|
+3%
|
|
|
120
|
BOK Financial
Tulsa,
Oklahoma
|
$519K
|
+$459K
|
+15,663
|
+829%
|
|
|
121
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$519K
|
–
|
–
|
–
|
|
|
122
|
Chesley Taft & Associates
Chicago,
Illinois
|
$514K
|
+$92.8K
|
+3,166
|
+22%
|
|
|
123
|
Fulton Bank
Lancaster,
Pennsylvania
|
$503K
|
-$12.3K
|
-421
|
-2%
|
|
|
124
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$497K
|
-$154K
|
-5,241
|
-24%
|
|
|
125
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$485K
|
+$72.5K
|
+2,474
|
+18%
|
|
