|
101
|
Diversified Trust
Memphis,
Tennessee
|
$202K
|
-$319K
|
-3,692
|
-63%
|
|
|
102
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$201K
|
+$189K
|
+2,184
|
New
|
|
|
103
|
Steward Partners Investment Advisory
New York
|
$187K
|
+$68.3K
|
+791
|
+63%
|
|
|
104
|
Fidelity Investments
Boston,
Massachusetts
|
$186K
|
+$99.6K
|
+1,153
|
+132%
|
|
|
105
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$159K
|
+$345
|
+4
|
+0.2%
|
|
|
106
|
Webster Bank
Waterbury,
Connecticut
|
$145K
|
+$30.5K
|
+353
|
+29%
|
|
|
107
|
Richardson Financial Services
Medway,
Massachusetts
|
$102K
|
–
|
–
|
–
|
|
|
108
|
Delta Asset Management
Memphis,
Tennessee
|
$87.2K
|
-$4.32K
|
-50
|
-5%
|
|
|
109
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$72.4K
|
+$14K
|
+162
|
+27%
|
|
|
110
|
Global Retirement Partners
San Rafael,
California
|
$68.4K
|
-$6.3K
|
-73
|
-9%
|
|
|
111
|
Larson Financial Group
St Louis,
Missouri
|
$60.4K
|
-$2.94K
|
-34
|
-5%
|
|
|
112
|
Principal Securities
Des Moines,
Iowa
|
$59.6K
|
-$6.65K
|
-77
|
-11%
|
|
|
113
|
IFP Advisors
Tampa,
Florida
|
$45.9K
|
–
|
–
|
–
|
|
|
114
|
SignatureFD
Atlanta,
Georgia
|
$45.7K
|
–
|
–
|
–
|
|
|
115
|
Whittier Trust
South Pasadena,
California
|
$35.7K
|
–
|
–
|
–
|
|
|
116
|
Physician Wealth Advisors
Midvale,
Utah
|
$33.1K
|
–
|
–
|
–
|
|
|
117
|
Greykasell Wealth Strategies
Danville,
California
|
$22.7K
|
+$21.3K
|
+247
|
New
|
|
|
118
|
Private Trust Company
Cleveland,
Ohio
|
$20.8K
|
+$9.24K
|
+107
|
+89%
|
|
|
119
|
Jones Financial Companies
Des Peres,
Missouri
|
$19.6K
|
+$18.7K
|
+217
|
New
|
|
|
120
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
121
|
NBC Securities
Birmingham,
Alabama
|
$17.2K
|
–
|
–
|
–
|
|
|
122
|
Wealthspire Advisors (New York)
New York
|
$16.9K
|
+$15.9K
|
+184
|
New
|
|
|
123
|
CX Institutional
Auburn,
Indiana
|
$14K
|
+$12.9K
|
+149
|
New
|
|
|
124
|
Huntington National Bank
Columbus,
Ohio
|
$13K
|
–
|
–
|
–
|
|
|
125
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$12.1K
|
+$11.4K
|
+132
|
New
|
|
