|
101
|
Avantax Planning Partners
Dubuque,
Iowa
|
$237K
|
-$142K
|
-5,604
|
-38%
|
|
|
102
|
Comerica Bank
Dallas,
Texas
|
$236K
|
+$97.5K
|
+3,845
|
+72%
|
|
|
103
|
Atwater Malick
Lancaster,
Pennsylvania
|
$216K
|
–
|
–
|
–
|
|
|
104
|
PGIM Custom Harvest
Newark,
New Jersey
|
$209K
|
-$20.6K
|
-814
|
-9%
|
|
|
105
|
Penobscot Investment Management
Boston,
Massachusetts
|
$205K
|
–
|
–
|
–
|
|
|
106
|
SignatureFD
Atlanta,
Georgia
|
$204K
|
–
|
–
|
–
|
|
|
107
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$204K
|
+$202K
|
+7,956
|
New
|
|
|
108
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$122K
|
–
|
–
|
–
|
|
|
109
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$102K
|
+$101K
|
+3,971
|
New
|
|
|
110
|
Jones Financial Companies
Des Peres,
Missouri
|
$101K
|
+$96.6K
|
+3,808
|
+2,539%
|
|
|
111
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$69.8K
|
–
|
–
|
–
|
|
|
112
|
American Capital Advisory
Ketchum,
Idaho
|
$56.8K
|
+$56.2K
|
+2,217
|
New
|
|
|
113
|
Harbour Investments
Madison,
Wisconsin
|
$54.8K
|
+$279
|
+11
|
+0.5%
|
|
|
114
|
Asset Dedication LLC
San Francisco,
California
|
$51.4K
|
–
|
–
|
–
|
|
|
115
|
Creekmur Asset Management
Morton,
Illinois
|
$50.9K
|
–
|
–
|
–
|
|
|
116
|
Allworth Financial
Folsom,
California
|
$20.8K
|
–
|
–
|
–
|
|
|
117
|
AssetMark Inc
Concord,
California
|
$9.61K
|
–
|
–
|
–
|
|
|
118
|
Private Trust Company
Cleveland,
Ohio
|
$8.64K
|
–
|
–
|
–
|
|
|
119
|
Stephens Consulting
Flint,
Michigan
|
$8.02K
|
–
|
–
|
–
|
|
|
120
|
|
$3.77K
|
–
|
–
|
–
|
|
|
121
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.46K
|
–
|
–
|
–
|
|
|
122
|
Caldwell Trust
Venice,
Florida
|
$1.02K
|
+$1.01K
|
+40
|
New
|
|
|
123
|
Fidelity Investments
Boston,
Massachusetts
|
$26
|
+$25
|
+1
|
New
|
|
|
124
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$320K
|
-12,786
|
Closed
|
|
|
125
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$223K
|
-8,916
|
Closed
|
|
