|
101
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$309K
|
–
|
–
|
–
|
|
|
102
|
CVA Family Office
Denver,
Colorado
|
$308K
|
-$30.6K
|
-684
|
-10%
|
|
|
103
|
Biltmore Family Office
Charlotte,
North Carolina
|
$303K
|
+$277K
|
+6,195
|
New
|
|
|
104
|
Huntington National Bank
Columbus,
Ohio
|
$293K
|
–
|
–
|
–
|
|
|
105
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$288K
|
+$2.28K
|
+51
|
+0.9%
|
|
|
106
|
VERITY Wealth Advisors
Sausalito,
United States
|
$280K
|
–
|
–
|
–
|
|
|
107
|
Global Retirement Partners
San Rafael,
California
|
$272K
|
+$234K
|
+5,233
|
+1,544%
|
|
|
108
|
Vontobel Holding
Zurich,
Switzerland
|
$256K
|
+$235K
|
+5,250
|
New
|
|
|
109
|
|
$244K
|
–
|
–
|
–
|
|
|
110
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$243K
|
+$20K
|
+448
|
+9%
|
|
|
111
|
CoreCap Advisors
Southfield,
Michigan
|
$239K
|
+$219K
|
+4,899
|
New
|
|
|
112
|
Park Avenue Securities
New York
|
$234K
|
+$214K
|
+4,781
|
New
|
|
|
113
|
SignalPoint Asset Management
Springfield,
Missouri
|
$228K
|
-$670
|
-15
|
-0.3%
|
|
|
114
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$225K
|
-$2.04M
|
-45,617
|
-91%
|
|
|
115
|
USA Financial Formulas
Ada,
Michigan
|
$219K
|
-$30.3K
|
-678
|
-13%
|
|
|
116
|
PFG Investments
Woodbury,
New York
|
$216K
|
+$197K
|
+4,419
|
New
|
|
|
117
|
Quantinno Capital Management
New York
|
$215K
|
+$197K
|
+4,403
|
New
|
|
|
118
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$214K
|
–
|
–
|
–
|
|
|
119
|
Choreo LLC
Rockford,
Illinois
|
$211K
|
+$193K
|
+4,328
|
New
|
|
|
120
|
Steward Partners Investment Advisory
New York
|
$206K
|
+$15.6K
|
+349
|
+9%
|
|
|
121
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$186K
|
–
|
–
|
–
|
|
|
122
|
US Bancorp
Minneapolis,
Minnesota
|
$164K
|
+$2.19K
|
+49
|
+1%
|
|
|
123
|
NBC Securities
Birmingham,
Alabama
|
$156K
|
–
|
–
|
–
|
|
|
124
|
Fidelity Investments
Boston,
Massachusetts
|
$151K
|
+$39.7K
|
+888
|
+40%
|
|
|
125
|
Acropolis Investment Management
St. Louis,
Missouri
|
$149K
|
-$5.81K
|
-130
|
-4%
|
|
