|
101
|
Evercore Wealth Management
New York
|
$380K
|
–
|
–
|
–
|
|
|
102
|
SVB Wealth
Boston,
Massachusetts
|
$380K
|
–
|
–
|
–
|
|
|
103
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$375K
|
–
|
–
|
–
|
|
|
104
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$354K
|
-$714K
|
-15,043
|
-67%
|
|
|
105
|
Evensky & Katz
Coral Gables,
Florida
|
$340K
|
+$4.03K
|
+85
|
+1%
|
|
|
106
|
BNP Paribas Financial Markets
Paris,
France
|
$326K
|
-$561K
|
-11,831
|
-63%
|
|
|
107
|
Arlington Partners
Birmingham,
Alabama
|
$322K
|
–
|
–
|
–
|
|
|
108
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$318K
|
–
|
–
|
–
|
|
|
109
|
Summit Securities Group
New York
|
$304K
|
+$308K
|
+6,500
|
New
|
|
|
110
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$295K
|
+$56.9K
|
+1,198
|
+23%
|
|
|
111
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$286K
|
–
|
–
|
–
|
|
|
112
|
Focused Wealth Management
Newburgh,
New York
|
$285K
|
-$237
|
-5
|
-0.1%
|
|
|
113
|
Belpointe Asset Management
Reno,
Nevada
|
$283K
|
+$61.7K
|
+1,300
|
+27%
|
|
|
114
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$280K
|
+$2.85K
|
+60
|
+1%
|
|
|
115
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$275K
|
-$11.9K
|
-250
|
-4%
|
|
|
116
|
Stifel Financial
St. Louis,
Missouri
|
$268K
|
+$20.5K
|
+432
|
+8%
|
|
|
117
|
Formidable Asset Management
Cincinnati,
Ohio
|
$268K
|
+$28.7K
|
+605
|
+12%
|
|
|
118
|
FDx Advisors
Chicago,
Illinois
|
$265K
|
+$38.7K
|
+815
|
+17%
|
|
|
119
|
R.M. Sincerbeaux Capital Management
New York
|
$258K
|
–
|
–
|
–
|
|
|
120
|
WNY Asset Management
Williamsville,
New York
|
$252K
|
+$255K
|
+5,370
|
New
|
|
|
121
|
Roundview Capital
Princeton,
New Jersey
|
$250K
|
–
|
–
|
–
|
|
|
122
|
IFP Advisors
Tampa,
Florida
|
$242K
|
–
|
–
|
–
|
|
|
123
|
Bank of New York Mellon
New York
|
$234K
|
-$47
|
-1
|
-0%
|
|
|
124
|
Parallel Advisors
San Francisco,
California
|
$229K
|
+$3.84K
|
+81
|
+2%
|
|
|
125
|
SOL Capital Management
Rockville,
Maryland
|
$225K
|
–
|
–
|
–
|
|
