|
201
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$145K
|
–
|
–
|
–
|
|
|
202
|
Tarbox Family Office
Newport Beach,
California
|
$134K
|
–
|
–
|
–
|
|
|
203
|
Cabana LLC
Fayetteville,
Arkansas
|
$128K
|
+$124K
|
+2,650
|
New
|
|
|
204
|
Kore Private Wealth
New York
|
$126K
|
+$121K
|
+2,593
|
New
|
|
|
205
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$110K
|
+$4.06K
|
+87
|
+4%
|
|
|
206
|
Institute for Wealth Management
Denver,
Colorado
|
$109K
|
+$105K
|
+2,252
|
New
|
|
|
207
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$99K
|
+$95K
|
+2,035
|
New
|
|
|
208
|
Creative Financial Designs
Kokomo,
Indiana
|
$89K
|
+$21.7K
|
+465
|
+34%
|
|
|
209
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$88K
|
–
|
–
|
–
|
|
|
210
|
Global Retirement Partners
San Rafael,
California
|
$88K
|
+$25.9K
|
+555
|
+44%
|
|
|
211
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$84K
|
+$373
|
+8
|
+0.5%
|
|
|
212
|
SignatureFD
Atlanta,
Georgia
|
$84K
|
+$1.35K
|
+29
|
+2%
|
|
|
213
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$83K
|
–
|
–
|
–
|
|
|
214
|
US Bancorp
Minneapolis,
Minnesota
|
$72K
|
-$11.9K
|
-255
|
-15%
|
|
|
215
|
CNB Bank
Clearfield,
Pennsylvania
|
$68K
|
–
|
–
|
–
|
|
|
216
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$66K
|
-$3.27K
|
-70
|
-5%
|
|
|
217
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$60K
|
+$57.8K
|
+1,238
|
New
|
|
|
218
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$52K
|
-$1.21K
|
-26
|
-2%
|
|
|
219
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$50K
|
+$27.3K
|
+586
|
+132%
|
|
|
220
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$45.6K
|
+$43K
|
+921
|
New
|
|
|
221
|
Asset Dedication LLC
San Francisco,
California
|
$44K
|
–
|
–
|
–
|
|
|
222
|
S.A. Mason
Holland,
Michigan
|
$42K
|
+$40.1K
|
+860
|
New
|
|
|
223
|
Barrett Asset Management
New York
|
$39K
|
–
|
–
|
–
|
|
|
224
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$39K
|
–
|
–
|
–
|
|
|
225
|
|
$34K
|
–
|
–
|
–
|
|
