|
76
|
Creative Planning
Overland Park,
Kansas
|
$268K
|
+$67.6K
|
+1,934
|
+33%
|
|
|
77
|
Strategic Blueprint
Atlanta,
Georgia
|
$264K
|
–
|
–
|
–
|
|
|
78
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$260K
|
–
|
–
|
–
|
|
|
79
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$227K
|
-$3.6K
|
-103
|
-2%
|
|
|
80
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$214K
|
–
|
–
|
–
|
|
|
81
|
Moors & Cabot
Boston,
Massachusetts
|
$213K
|
+$217K
|
+6,200
|
New
|
|
|
82
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$209K
|
-$27.9K
|
-800
|
-12%
|
|
|
83
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$203K
|
–
|
–
|
–
|
|
|
84
|
Global Retirement Partners
San Rafael,
California
|
$171K
|
-$5.2K
|
-149
|
-3%
|
|
|
85
|
Baker Avenue Asset Management
San Francisco,
California
|
$161K
|
+$164K
|
+4,685
|
New
|
|
|
86
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$139K
|
–
|
–
|
–
|
|
|
87
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$127K
|
–
|
–
|
–
|
|
|
88
|
Geneos Wealth Management
Englewood,
Colorado
|
$120K
|
+$349
|
+10
|
+0.3%
|
|
|
89
|
Clearstead Trust
Portland,
Maine
|
$103K
|
+$105K
|
+3,000
|
New
|
|
|
90
|
Castleview Partners
Dallas,
Texas
|
$100K
|
-$768
|
-22
|
-0.7%
|
|
|
91
|
Private Trust Company
Cleveland,
Ohio
|
$86.4K
|
-$96.6K
|
-2,767
|
-52%
|
|
|
92
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$67K
|
+$24.3K
|
+696
|
+56%
|
|
|
93
|
Balentine LLC
Atlanta,
Georgia
|
$66.3K
|
–
|
–
|
–
|
|
|
94
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$58.1K
|
–
|
–
|
–
|
|
|
95
|
Sandy Spring Bank
Olney,
Maryland
|
$56.1K
|
+$5.76K
|
+165
|
+11%
|
|
|
96
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$50K
|
+$50.7K
|
+1,452
|
New
|
|
|
97
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$49.3K
|
–
|
–
|
–
|
|
|
98
|
Colonial Trust
Spartanburg,
South Carolina
|
$41.9K
|
-$2.38K
|
-68
|
-5%
|
|
|
99
|
IFP Advisors
Tampa,
Florida
|
$38.9K
|
+$11.7K
|
+334
|
+42%
|
|
|
100
|
Central Trust Company
Jefferson City,
Missouri
|
$36.1K
|
–
|
–
|
–
|
|
