|
101
|
Private Trust Company
Cleveland,
Ohio
|
$22.4K
|
–
|
–
|
–
|
|
|
102
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$22K
|
-$20.5M
|
-323,620
|
-100%
|
|
|
103
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$18.7K
|
–
|
–
|
–
|
|
|
104
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$18.2K
|
–
|
–
|
–
|
|
|
105
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$16.4K
|
–
|
–
|
–
|
|
|
106
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$15.1K
|
–
|
–
|
–
|
|
|
107
|
US Bancorp
Minneapolis,
Minnesota
|
$14.3K
|
-$16.2K
|
-256
|
-51%
|
|
|
108
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$12.4K
|
–
|
–
|
–
|
|
|
109
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.2K
|
–
|
–
|
–
|
|
|
110
|
William Blair & Company
Chicago,
Illinois
|
$11.9K
|
+$4.82K
|
+76
|
+58%
|
|
|
111
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$10.2K
|
–
|
–
|
–
|
|
|
112
|
Russell Investments Group
London,
United Kingdom
|
$10.1K
|
–
|
–
|
–
|
|
|
113
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$9K
|
-$2.3M
|
-36,301
|
-100%
|
|
|
114
|
Park Square Financial Group
Roswell,
Georgia
|
$7.76K
|
–
|
–
|
–
|
|
|
115
|
|
$6.02K
|
–
|
–
|
–
|
|
|
116
|
Bessemer Group
Woodbridge,
New Jersey
|
$6K
|
+$6.47K
|
+102
|
New
|
|
|
117
|
Nova Wealth Management
Bonita Springs,
Florida
|
$4.92K
|
–
|
–
|
–
|
|
|
118
|
Acima Private Wealth
Richmond,
Virginia
|
$4.34K
|
–
|
–
|
–
|
|
|
119
|
Kiker Wealth Management
Jasper,
Georgia
|
$3.82K
|
–
|
–
|
–
|
|
|
120
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$3.71K
|
–
|
–
|
–
|
|
|
121
|
Broadwater Capital
Boston,
Massachusetts
|
$2.72K
|
–
|
–
|
–
|
|
|
122
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$2.03K
|
–
|
–
|
–
|
|
|
123
|
POM Investment Strategies
Raleigh,
North Carolina
|
$984
|
–
|
–
|
–
|
|
|
124
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$290
|
–
|
–
|
–
|
|
|
125
|
Realta Investment Advisors
Wilmington,
Delaware
|
$30
|
-$580K
|
-9,156
|
-100%
|
|
