|
101
|
Ameriprise
Minneapolis,
Minnesota
|
$276K
|
+$255K
|
+2,129
|
New
|
|
|
102
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$271K
|
+$18.5K
|
+154
|
+8%
|
|
|
103
|
Discovery Capital Management
South Norwalk,
Connecticut
|
$259K
|
+$240K
|
+2,001
|
New
|
|
|
104
|
XML Financial
Bethesda,
Maryland
|
$259K
|
+$240K
|
+2,000
|
New
|
|
|
105
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$250K
|
+$4.2K
|
+35
|
+2%
|
|
|
106
|
Corient Private Wealth
Miami,
Florida
|
$247K
|
-$131K
|
-1,089
|
-36%
|
|
|
107
|
Steward Partners Investment Advisory
New York
|
$239K
|
-$3K
|
-25
|
-1%
|
|
|
108
|
Perennial Investment Advisors
Los Angeles,
California
|
$236K
|
–
|
–
|
–
|
|
|
109
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$235K
|
+$218K
|
+1,815
|
New
|
|
|
110
|
Perigon Wealth Management
San Francisco,
California
|
$233K
|
–
|
–
|
–
|
|
|
111
|
Dopkins Wealth Management
Williamsville,
New York
|
$223K
|
+$206K
|
+1,720
|
New
|
|
|
112
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$219K
|
+$203K
|
+1,690
|
New
|
|
|
113
|
Summit Wealth Partners
Orlando,
Florida
|
$213K
|
+$198K
|
+1,648
|
New
|
|
|
114
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$212K
|
+$196K
|
+1,635
|
New
|
|
|
115
|
Brighton Jones LLC
Seattle,
Washington
|
$211K
|
+$196K
|
+1,633
|
New
|
|
|
116
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$211K
|
+$196K
|
+1,631
|
New
|
|
|
117
|
Investment Management Corporation
Roanoke,
Virginia
|
$208K
|
–
|
–
|
–
|
|
|
118
|
Kestra Advisory Services
Austin,
Texas
|
$208K
|
-$111K
|
-921
|
-36%
|
|
|
119
|
Argent Trust Co
Nashville,
Tennessee
|
$202K
|
+$187K
|
+1,558
|
New
|
|
|
120
|
Winch Advisory Services
Appleton,
Wisconsin
|
$104K
|
–
|
–
|
–
|
|
|
121
|
Parallel Advisors
San Francisco,
California
|
$95.8K
|
-$14.4K
|
-120
|
-14%
|
|
|
122
|
Geneos Wealth Management
Englewood,
Colorado
|
$90K
|
-$86.4K
|
-720
|
-51%
|
|
|
123
|
Friedenthal Financial
Marlton,
New Jersey
|
$88.9K
|
–
|
–
|
–
|
|
|
124
|
Colonial Trust
Spartanburg,
South Carolina
|
$51K
|
–
|
–
|
–
|
|
|
125
|
CoreCap Advisors
Southfield,
Michigan
|
$50.6K
|
-$12K
|
-100
|
-20%
|
|
