|
101
|
National Planning Corporation
El Segundo,
California
|
$200K
|
+$198K
|
+4,622
|
New
|
|
|
102
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$193K
|
-$1.19M
|
-27,836
|
-86%
|
|
|
103
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$174K
|
–
|
–
|
–
|
|
|
104
|
WhitTier Trust Company
Reno,
Nevada
|
$169K
|
–
|
–
|
–
|
|
|
105
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$154K
|
–
|
–
|
–
|
|
|
106
|
Harfst & Associates
Sheridan,
Wyoming
|
$154K
|
+$152K
|
+3,562
|
New
|
|
|
107
|
Howe & Rusling
Rochester,
New York
|
$149K
|
–
|
–
|
–
|
|
|
108
|
Acropolis Investment Management
St. Louis,
Missouri
|
$146K
|
-$8.56K
|
-200
|
-6%
|
|
|
109
|
Blume Capital Management
Berkeley,
California
|
$146K
|
+$2.57K
|
+60
|
+2%
|
|
|
110
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$128K
|
+$4.28K
|
+100
|
+4%
|
|
|
111
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$127K
|
–
|
–
|
–
|
|
|
112
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$115K
|
–
|
–
|
–
|
|
|
113
|
D.A. Davidson & Co
Great Falls,
Montana
|
$106K
|
–
|
–
|
–
|
|
|
114
|
Westside Investment Management
Santa Monica,
California
|
$69K
|
+$68.5K
|
+1,600
|
New
|
|
|
115
|
AllSquare Wealth Management
Albany,
New York
|
$66K
|
–
|
–
|
–
|
|
|
116
|
TD Capital Management
Memphis,
Tennessee
|
$61K
|
+$24.8K
|
+580
|
+70%
|
|
|
117
|
Alexandria Capital
Arlington,
Virginia
|
$58K
|
–
|
–
|
–
|
|
|
118
|
Focused Wealth Management
Newburgh,
New York
|
$58K
|
+$5.99K
|
+140
|
+12%
|
|
|
119
|
Global Retirement Partners
San Rafael,
California
|
$55K
|
–
|
–
|
–
|
|
|
120
|
|
$52K
|
–
|
–
|
–
|
|
|
121
|
Watermark Asset Management
San Ramon,
California
|
$47K
|
+$46.4K
|
+1,084
|
New
|
|
|
122
|
Bellwether Investment Group
Chattanooga,
Tennessee
|
$40K
|
–
|
–
|
–
|
|
|
123
|
Evercore Wealth Management
New York
|
$30K
|
–
|
–
|
–
|
|
|
124
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$28.3K
|
–
|
–
|
–
|
|
|
125
|
Next Financial Group
Houston,
Texas
|
$24K
|
–
|
–
|
–
|
|
