|
51
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$265K
|
–
|
–
|
–
|
|
|
52
|
WealthTrust Fairport
Cleveland,
Ohio
|
$251K
|
–
|
–
|
–
|
|
|
53
|
Barrett Asset Management
New York
|
$246K
|
+$13.8K
|
+400
|
+6%
|
|
|
54
|
|
$246K
|
+$22.8K
|
+660
|
+10%
|
|
|
55
|
Catawba Capital Management
Roanoke,
Virginia
|
$224K
|
–
|
–
|
–
|
|
|
56
|
Concert Wealth Management
San Jose,
California
|
$215K
|
–
|
–
|
–
|
|
|
57
|
Mosaic Financial Partners
San Francisco,
California
|
$209K
|
+$205K
|
+5,948
|
New
|
|
|
58
|
Manchester Capital Management
Manchester,
Vermont
|
$176K
|
–
|
–
|
–
|
|
|
59
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$154K
|
-$14.5K
|
-420
|
-9%
|
|
|
60
|
New England Securities
New York
|
$105K
|
–
|
–
|
–
|
|
|
61
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$93K
|
–
|
–
|
–
|
|
|
62
|
Wealthcare Capital Management
Richmond,
Virginia
|
$89K
|
+$87.2K
|
+2,528
|
New
|
|
|
63
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$85K
|
–
|
–
|
–
|
|
|
64
|
|
$81K
|
-$5.45K
|
-158
|
-6%
|
|
|
65
|
First City Capital Management
Savannah,
Georgia
|
$77.3K
|
+$75.9K
|
+2,200
|
New
|
|
|
66
|
Lenox Wealth Advisors
New York
|
$75K
|
+$207
|
+6
|
+0.3%
|
|
|
67
|
Blume Capital Management
Berkeley,
California
|
$56K
|
–
|
–
|
–
|
|
|
68
|
Creative Planning
Overland Park,
Kansas
|
$56K
|
–
|
–
|
–
|
|
|
69
|
MSI Financial Services
Springfield,
Massachusetts
|
$50K
|
+$6.9K
|
+200
|
+16%
|
|
|
70
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$49K
|
–
|
–
|
–
|
|
|
71
|
|
$42K
|
–
|
–
|
–
|
|
|
72
|
Focused Wealth Management
Newburgh,
New York
|
$35K
|
–
|
–
|
–
|
|
|
73
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$30K
|
–
|
–
|
–
|
|
|
74
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
75
|
Formidable Asset Management
Cincinnati,
Ohio
|
$7K
|
–
|
–
|
–
|
|
