|
101
|
Diversified Trust
Memphis,
Tennessee
|
$690K
|
–
|
–
|
–
|
|
|
102
|
North Star Investment Management
Chicago,
Illinois
|
$679K
|
–
|
–
|
–
|
|
|
103
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$672K
|
+$44K
|
+1,499
|
+7%
|
|
|
104
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$671K
|
-$60.1K
|
-2,045
|
-8%
|
|
|
105
|
Strategic Blueprint
Atlanta,
Georgia
|
$662K
|
-$332K
|
-11,293
|
-34%
|
|
|
106
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$658K
|
+$604K
|
+20,578
|
+1,372%
|
|
|
107
|
Summit Asset Management
Memphis,
Tennessee
|
$599K
|
–
|
–
|
–
|
|
|
108
|
Montecito Bank & Trust
Santa Barbara,
California
|
$586K
|
–
|
–
|
–
|
|
|
109
|
Cetera Advisors
Denver,
Colorado
|
$569K
|
+$37.3K
|
+1,270
|
+7%
|
|
|
110
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$550K
|
+$23.7K
|
+807
|
+5%
|
|
|
111
|
Jordan Park Group
San Francisco,
California
|
$548K
|
–
|
–
|
–
|
|
|
112
|
Colorado Capital Management
Boulder,
Colorado
|
$526K
|
-$109K
|
-3,714
|
-17%
|
|
|
113
|
Managed Account Services
Coconut Grove,
Florida
|
$524K
|
+$57.7K
|
+1,964
|
+13%
|
|
|
114
|
Comerica Bank
Dallas,
Texas
|
$516K
|
–
|
–
|
–
|
|
|
115
|
HeadInvest LLC
Portland,
Maine
|
$513K
|
–
|
–
|
–
|
|
|
116
|
9258 Wealth Management
Blue Ash,
Ohio
|
$509K
|
+$262K
|
+8,907
|
+109%
|
|
|
117
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$507K
|
-$83.3K
|
-2,835
|
-14%
|
|
|
118
|
Financial Advocates Investment Management
Olympia,
Washington
|
$502K
|
-$441K
|
-15,007
|
-47%
|
|
|
119
|
Stifel Financial
St. Louis,
Missouri
|
$499K
|
-$1.31M
|
-44,609
|
-73%
|
|
|
120
|
Bigelow Investment Advisors
Portland,
Maine
|
$487K
|
–
|
–
|
–
|
|
|
121
|
|
$480K
|
+$473K
|
+16,116
|
New
|
|
|
122
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$445K
|
-$2.88K
|
-98
|
-0.7%
|
|
|
123
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$440K
|
-$56.9K
|
-1,936
|
-12%
|
|
|
124
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$438K
|
-$60.7K
|
-2,066
|
-12%
|
|
|
125
|
Covenant Asset Management
Chester,
New Jersey
|
$429K
|
+$2.94K
|
+100
|
+0.7%
|
|
