|
101
|
Whittier Trust
South Pasadena,
California
|
$1.02M
|
+$260K
|
+4,680
|
+37%
|
|
|
102
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.01M
|
-$12.5K
|
-224
|
-1%
|
|
|
103
|
AtlasMark Financial
Austin,
Texas
|
$1M
|
–
|
–
|
–
|
|
|
104
|
AJ Wealth Strategies
New York
|
$991K
|
–
|
–
|
–
|
|
|
105
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$989K
|
+$89.5K
|
+1,610
|
+11%
|
|
|
106
|
Investors Research Corp
Atlanta,
Georgia
|
$981K
|
+$212K
|
+3,806
|
+30%
|
|
|
107
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$957K
|
+$669K
|
+12,036
|
+287%
|
|
|
108
|
|
$934K
|
+$2.67K
|
+48
|
+0.3%
|
|
|
109
|
Avantax Advisory Services
Dallas,
Texas
|
$934K
|
+$30.6K
|
+550
|
+4%
|
|
|
110
|
Parcion Private Wealth
Bellevue,
Washington
|
$932K
|
+$854K
|
+15,364
|
New
|
|
|
111
|
WealthSource Partners
San Luis Obispo,
California
|
$903K
|
-$113K
|
-2,040
|
-12%
|
|
|
112
|
Boston Trust Walden
Boston,
Massachusetts
|
$879K
|
–
|
–
|
–
|
|
|
113
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$873K
|
+$33.9K
|
+610
|
+4%
|
|
|
114
|
L.J. Altfest & Co
New York
|
$861K
|
+$58.6K
|
+1,054
|
+8%
|
|
|
115
|
United Capital Financial Advisors
Irving,
Texas
|
$832K
|
-$109K
|
-1,966
|
-12%
|
|
|
116
|
Equitable Holdings
New York
|
$817K
|
+$134K
|
+2,416
|
+21%
|
|
|
117
|
Northside Capital Management
Hood River,
Oregon
|
$779K
|
+$734K
|
+13,200
|
New
|
|
|
118
|
Raymond James Trust
St. Petersburg,
Florida
|
$773K
|
+$12.6K
|
+226
|
+2%
|
|
|
119
|
Members Trust
Tampa,
Florida
|
$770K
|
+$726K
|
+13,054
|
New
|
|
|
120
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$752K
|
+$1.11K
|
+20
|
+0.2%
|
|
|
121
|
Vivaldi Capital Management
Chicago,
Illinois
|
$750K
|
+$652K
|
+11,734
|
New
|
|
|
122
|
Community Financial Services Group
Newport,
Vermont
|
$727K
|
-$6.67K
|
-120
|
-1%
|
|
|
123
|
Tempus Wealth Planning
Irvine,
California
|
$696K
|
-$1.56K
|
-28
|
-0.2%
|
|
|
124
|
ProVise Management Group
Clearwater,
Florida
|
$670K
|
–
|
–
|
–
|
|
|
125
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$667K
|
+$13.6K
|
+244
|
+2%
|
|
