|
101
|
Institute for Wealth Management
Denver,
Colorado
|
$226K
|
–
|
–
|
–
|
|
|
102
|
Essex Savings Bank
Essex,
Connecticut
|
$222K
|
+$213K
|
+4,200
|
New
|
|
|
103
|
Team Financial Group
Temecula,
California
|
$218K
|
-$78.5K
|
-1,548
|
-27%
|
|
|
104
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$216K
|
+$29.9K
|
+590
|
+17%
|
|
|
105
|
Joel Isaacson & Co
New York
|
$213K
|
+$205K
|
+4,040
|
New
|
|
|
106
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$206K
|
+$198K
|
+3,900
|
New
|
|
|
107
|
LVM Capital Management
Portage,
Michigan
|
$203K
|
–
|
–
|
–
|
|
|
108
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$201K
|
+$193K
|
+3,807
|
New
|
|
|
109
|
Comerica Bank
Dallas,
Texas
|
$200K
|
+$46K
|
+907
|
+31%
|
|
|
110
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$193K
|
–
|
–
|
–
|
|
|
111
|
Asset Dedication LLC
San Francisco,
California
|
$167K
|
–
|
–
|
–
|
|
|
112
|
Harbour Investments
Madison,
Wisconsin
|
$159K
|
+$17.5K
|
+345
|
+13%
|
|
|
113
|
CoreCap Advisors
Southfield,
Michigan
|
$140K
|
-$1.42K
|
-28
|
-1%
|
|
|
114
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$113K
|
–
|
–
|
–
|
|
|
115
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$106K
|
-$1.88K
|
-37
|
-2%
|
|
|
116
|
|
$105K
|
–
|
–
|
–
|
|
|
117
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$95.6K
|
–
|
–
|
–
|
|
|
118
|
Global Financial Private Client
Sarasota,
Florida
|
$79.1K
|
–
|
–
|
–
|
|
|
119
|
Rothschild Investment LLC
Chicago,
Illinois
|
$73.8K
|
–
|
–
|
–
|
|
|
120
|
Financial Connections Group
Corte Madera,
California
|
$71K
|
–
|
–
|
–
|
|
|
121
|
Key Financial Inc
West Chester,
Pennsylvania
|
$67.8K
|
–
|
–
|
–
|
|
|
122
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$59.5K
|
-$41.6K
|
-820
|
-42%
|
|
|
123
|
Horizons Wealth Management
Asheville,
North Carolina
|
$43.9K
|
–
|
–
|
–
|
|
|
124
|
Jones Financial Companies
Des Peres,
Missouri
|
$34.5K
|
+$33.3K
|
+658
|
New
|
|
|
125
|
EPG Wealth Management
Atlanta,
Georgia
|
$34.4K
|
+$33.1K
|
+653
|
New
|
|
