|
101
|
Professional Planning
Thousand Oaks,
California
|
$217K
|
+$201K
|
+3,034
|
New
|
|
|
102
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$216K
|
+$201K
|
+3,024
|
New
|
|
|
103
|
Kings Point Capital Management
Great Neck,
New York
|
$215K
|
–
|
–
|
–
|
|
|
104
|
Matthew Hamilton Rosenberg
|
$190K
|
–
|
–
|
–
|
|
|
105
|
UBS Group
Zurich,
Switzerland
|
$186K
|
-$114K
|
-1,711
|
-40%
|
|
|
106
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$178K
|
+$34.3K
|
+516
|
+26%
|
|
|
107
|
|
$151K
|
+$48.5K
|
+730
|
+53%
|
|
|
108
|
Geneos Wealth Management
Englewood,
Colorado
|
$146K
|
-$13.5K
|
-203
|
-9%
|
|
|
109
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$144K
|
+$134K
|
+2,014
|
New
|
|
|
110
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$142K
|
+$132K
|
+1,987
|
New
|
|
|
111
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$134K
|
–
|
–
|
–
|
|
|
112
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$116K
|
-$39.5K
|
-595
|
-27%
|
|
|
113
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$114K
|
+$15.5K
|
+234
|
+17%
|
|
|
114
|
Franklin Resources
San Mateo,
California
|
$113K
|
–
|
–
|
–
|
|
|
115
|
International Assets Investment Management
Orlando,
Florida
|
$110K
|
+$113K
|
+1,696
|
New
|
|
|
116
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$108K
|
–
|
–
|
–
|
|
|
117
|
Steward Partners Investment Advisory
New York
|
$91K
|
–
|
–
|
–
|
|
|
118
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$85K
|
+$79.3K
|
+1,195
|
New
|
|
|
119
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$61K
|
-$4.18K
|
-63
|
-7%
|
|
|
120
|
Clearstead Advisors
Cleveland,
Ohio
|
$58K
|
–
|
–
|
–
|
|
|
121
|
SignatureFD
Atlanta,
Georgia
|
$54K
|
-$4.85K
|
-73
|
-9%
|
|
|
122
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$54K
|
–
|
–
|
–
|
|
|
123
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$49K
|
+$27.5K
|
+415
|
+155%
|
|
|
124
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$46K
|
–
|
–
|
–
|
|
|
125
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$39K
|
+$23K
|
+346
|
+172%
|
|
