|
101
|
EP Wealth Advisors
Torrance,
California
|
$462K
|
–
|
–
|
–
|
|
|
102
|
Sonata Capital Group
Seattle,
Washington
|
$458K
|
+$110K
|
+4,090
|
+32%
|
|
|
103
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$448K
|
+$40.2K
|
+1,490
|
+10%
|
|
|
104
|
Ranch Capital Advisors
Sarasota,
Florida
|
$394K
|
-$4.96K
|
-184
|
-1%
|
|
|
105
|
MML Investors Services
Springfield,
Massachusetts
|
$392K
|
+$8.23K
|
+305
|
+2%
|
|
|
106
|
Creative Planning
Overland Park,
Kansas
|
$373K
|
+$373K
|
+13,836
|
New
|
|
|
107
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$364K
|
-$101K
|
-3,735
|
-22%
|
|
|
108
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$359K
|
-$74.9K
|
-2,775
|
-17%
|
|
|
109
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$354K
|
–
|
–
|
–
|
|
|
110
|
Segment Wealth Management
Houston,
Texas
|
$340K
|
-$27K
|
-1,000
|
-7%
|
|
|
111
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$338K
|
+$1.13K
|
+42
|
+0.3%
|
|
|
112
|
E&G Advisors
Houston,
Texas
|
$337K
|
-$337K
|
-12,500
|
Closed
|
|
|
113
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$330K
|
-$15.1K
|
-559
|
-8%
|
|
|
114
|
Spinnaker Trust
Portland,
Maine
|
$310K
|
+$50.5K
|
+1,870
|
+19%
|
|
|
115
|
Prentice Wealth Management
Rochester,
New York
|
$306K
|
-$20.2K
|
-750
|
-6%
|
|
|
116
|
Mirsky Financial Management
Rochester,
New York
|
$296K
|
+$50.4K
|
+1,869
|
+21%
|
|
|
117
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$286K
|
–
|
–
|
–
|
|
|
118
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$283K
|
-$2.7K
|
-100
|
-0.9%
|
|
|
119
|
Regions Financial Corp
Birmingham,
Alabama
|
$280K
|
+$4.32K
|
+160
|
+2%
|
|
|
120
|
First National Bank of South Miami
South Miami,
Florida
|
$274K
|
+$10.9K
|
+405
|
+4%
|
|
|
121
|
Davenport & Co
Richmond,
Virginia
|
$270K
|
–
|
–
|
–
|
|
|
122
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$266K
|
-$44.3K
|
-1,640
|
-14%
|
|
|
123
|
Childress Capital Advisors
Houston,
Texas
|
$266K
|
–
|
–
|
–
|
|
|
124
|
Beacon Pointe Advisors
Newport Beach,
California
|
$257K
|
+$25.7K
|
+953
|
+11%
|
|
|
125
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$257K
|
+$256K
|
+9,505
|
New
|
|
