|
101
|
Colonial Trust
Spartanburg,
South Carolina
|
$107K
|
+$35.2K
|
+1,000
|
+50%
|
|
|
102
|
Asset Dedication LLC
San Francisco,
California
|
$82.8K
|
–
|
–
|
–
|
|
|
103
|
US Bancorp
Minneapolis,
Minnesota
|
$67.7K
|
+$66.7K
|
+1,893
|
New
|
|
|
104
|
Harbour Investments
Madison,
Wisconsin
|
$67.2K
|
-$27.9K
|
-791
|
-30%
|
|
|
105
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$58.2K
|
–
|
–
|
–
|
|
|
106
|
GeoWealth Management
Chicago,
Illinois
|
$56.2K
|
+$55.3K
|
+1,571
|
New
|
|
|
107
|
ORG Partners
Roanoke,
Indiana
|
$35.8K
|
+$35.2K
|
+1,000
|
New
|
|
|
108
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$33K
|
–
|
–
|
–
|
|
|
109
|
Comerica Bank
Dallas,
Texas
|
$22K
|
–
|
–
|
–
|
|
|
110
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$20.6K
|
+$20.2K
|
+575
|
New
|
|
|
111
|
Center for Financial Planning
Southfied,
Michigan
|
$15.7K
|
–
|
–
|
–
|
|
|
112
|
|
$13.7K
|
-$129K
|
-3,665
|
-91%
|
|
|
113
|
Jones Financial Companies
Des Peres,
Missouri
|
$13K
|
+$12.5K
|
+354
|
New
|
|
|
114
|
Venturi Wealth Management
Austin,
Texas
|
$6.02K
|
+$1.3K
|
+37
|
+28%
|
|
|
115
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$5.73K
|
–
|
–
|
–
|
|
|
116
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.4K
|
-$1.16K
|
-33
|
-18%
|
|
|
117
|
Larson Financial Group
St Louis,
Missouri
|
$3.01K
|
+$2.96K
|
+84
|
New
|
|
|
118
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.11K
|
-$5.53K
|
-157
|
-72%
|
|
|
119
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$1.76K
|
+$1.73K
|
+49
|
New
|
|
|
120
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$1.68K
|
–
|
–
|
–
|
|
|
121
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.07K
|
–
|
–
|
–
|
|
|
122
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$680
|
+$669
|
+19
|
New
|
|
|
123
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$5.58M
|
-157,928
|
Closed
|
|
|
124
|
Strategic Financial Concepts
San Antonio,
Texas
|
–
|
-$9.35K
|
-110,691
|
Closed
|
|
|
125
|
GTS Securities
Miami,
Florida
|
–
|
-$1.54M
|
-43,637
|
Closed
|
|
