|
101
|
Wharton Business Group
Malvern,
Pennsylvania
|
$301K
|
–
|
–
|
–
|
|
|
102
|
CVA Family Office
Denver,
Colorado
|
$278K
|
–
|
–
|
–
|
|
|
103
|
ETFidea
Syracuse,
New York
|
$275K
|
-$11.5K
|
-278
|
-4%
|
|
|
104
|
Montag & Associates
Atlanta,
Georgia
|
$274K
|
–
|
–
|
–
|
|
|
105
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$264K
|
+$274K
|
+6,628
|
New
|
|
|
106
|
Dentgroup
Baton Rouge,
Louisiana
|
$250K
|
-$32.6K
|
-786
|
-11%
|
|
|
107
|
The Family Firm
Bethesda,
Maryland
|
$238K
|
+$24.7K
|
+596
|
+11%
|
|
|
108
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$233K
|
-$32.3K
|
-781
|
-12%
|
|
|
109
|
Stifel Financial
St. Louis,
Missouri
|
$232K
|
-$48.1K
|
-1,161
|
-17%
|
|
|
110
|
VERITY Wealth Advisors
Sausalito,
United States
|
$228K
|
–
|
–
|
–
|
|
|
111
|
|
$226K
|
-$5.84K
|
-141
|
-2%
|
|
|
112
|
Schroder Investment Management Group
London,
United Kingdom
|
$222K
|
-$22.4K
|
-540
|
-9%
|
|
|
113
|
Strait & Sound Wealth Management
San Francisco,
California
|
$219K
|
–
|
–
|
–
|
|
|
114
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$210K
|
-$84.8K
|
-2,047
|
-28%
|
|
|
115
|
Checchi Capital Advisers
Beverly Hills,
California
|
$210K
|
-$168K
|
-4,055
|
-43%
|
|
|
116
|
Private Advisor Group
Morristown,
New Jersey
|
$206K
|
+$1.91K
|
+46
|
+0.9%
|
|
|
117
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$174K
|
–
|
–
|
–
|
|
|
118
|
US Bancorp
Minneapolis,
Minnesota
|
$152K
|
-$351K
|
-8,468
|
-69%
|
|
|
119
|
Central Trust Company
Jefferson City,
Missouri
|
$145K
|
–
|
–
|
–
|
|
|
120
|
Cambridge Trust
Cambridge,
Massachusetts
|
$144K
|
–
|
–
|
–
|
|
|
121
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$144K
|
-$463K
|
-11,173
|
-76%
|
|
|
122
|
Crewe Advisors
Salt Lake City,
Utah
|
$142K
|
–
|
–
|
–
|
|
|
123
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$135K
|
–
|
–
|
–
|
|
|
124
|
NBC Securities
Birmingham,
Alabama
|
$127K
|
+$133K
|
+3,200
|
New
|
|
|
125
|
Acropolis Investment Management
St. Louis,
Missouri
|
$127K
|
–
|
–
|
–
|
|
