|
76
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$218K
|
+$85.9K
|
+1,750
|
+65%
|
|
|
77
|
Frisch Financial Group
Melville,
New York
|
$215K
|
+$589
|
+12
|
+0.3%
|
|
|
78
|
Institute for Wealth Management
Denver,
Colorado
|
$212K
|
–
|
–
|
–
|
|
|
79
|
Essex Savings Bank
Essex,
Connecticut
|
$210K
|
+$206K
|
+4,200
|
New
|
|
|
80
|
Klingman & Associates
New York
|
$200K
|
+$199K
|
+4,050
|
New
|
|
|
81
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$198K
|
–
|
–
|
–
|
|
|
82
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$193K
|
–
|
–
|
–
|
|
|
83
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$186K
|
-$19.1K
|
-390
|
-9%
|
|
|
84
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$177K
|
+$14.2K
|
+290
|
+9%
|
|
|
85
|
Asset Dedication LLC
San Francisco,
California
|
$156K
|
–
|
–
|
–
|
|
|
86
|
American Portfolios Advisors
Holbrook,
New York
|
$130K
|
–
|
–
|
–
|
|
|
87
|
Global Retirement Partners
San Rafael,
California
|
$125K
|
+$15.5K
|
+315
|
+14%
|
|
|
88
|
IFP Advisors
Tampa,
Florida
|
$122K
|
-$1.42K
|
-29
|
-1%
|
|
|
89
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$122K
|
–
|
–
|
–
|
|
|
90
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$97K
|
+$49
|
+1
|
+0.1%
|
|
|
91
|
ExodusPoint Capital Management
New York
|
$97K
|
+$96.8K
|
+1,973
|
New
|
|
|
92
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$88K
|
+$86K
|
+1,752
|
New
|
|
|
93
|
William Blair & Company
Chicago,
Illinois
|
$80K
|
–
|
–
|
–
|
|
|
94
|
Global Financial Private Client
Sarasota,
Florida
|
$74.8K
|
–
|
–
|
–
|
|
|
95
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$67K
|
-$4.91K
|
-100
|
-7%
|
|
|
96
|
BBVA USA
Birmingham,
Alabama
|
$51K
|
+$50.5K
|
+1,030
|
New
|
|
|
97
|
Kings Point Capital Management
Great Neck,
New York
|
$47K
|
–
|
–
|
–
|
|
|
98
|
Barrett Asset Management
New York
|
$33K
|
–
|
–
|
–
|
|
|
99
|
SignatureFD
Atlanta,
Georgia
|
$33K
|
–
|
–
|
–
|
|
|
100
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
