|
101
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$341K
|
+$340K
|
+13,428
|
New
|
|
|
102
|
Regions Financial Corp
Birmingham,
Alabama
|
$337K
|
+$337K
|
+13,276
|
New
|
|
|
103
|
Jones Financial Companies
Des Peres,
Missouri
|
$324K
|
+$183K
|
+7,235
|
+131%
|
|
|
104
|
EP Wealth Advisors
Torrance,
California
|
$305K
|
+$51K
|
+2,012
|
+20%
|
|
|
105
|
Trust Company
Manhattan,
Kansas
|
$301K
|
–
|
–
|
–
|
|
|
106
|
Freestone Capital Holdings
Seattle,
Washington
|
$297K
|
–
|
–
|
–
|
|
|
107
|
Park Avenue Securities
New York
|
$292K
|
–
|
–
|
–
|
|
|
108
|
Heritage Family Offices
Scottsdale,
Arizona
|
$282K
|
+$282K
|
+11,117
|
New
|
|
|
109
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$282K
|
+$282K
|
+11,117
|
New
|
|
|
110
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$278K
|
–
|
–
|
–
|
|
|
111
|
Penobscot Investment Management
Boston,
Massachusetts
|
$268K
|
–
|
–
|
–
|
|
|
112
|
Archford Capital Strategies
Swansea,
Illinois
|
$264K
|
-$75.2K
|
-2,966
|
-22%
|
|
|
113
|
PGIM Custom Harvest
Newark,
New Jersey
|
$250K
|
-$347K
|
-13,706
|
-58%
|
|
|
114
|
Daviman Financial
Noblesville,
Indiana
|
$247K
|
-$7.99K
|
-315
|
-3%
|
|
|
115
|
Segment Wealth Management
Houston,
Texas
|
$247K
|
–
|
–
|
–
|
|
|
116
|
Foundry Financial Group
Laconia,
New Hampshire
|
$238K
|
+$238K
|
+9,393
|
New
|
|
|
117
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$231K
|
-$3.93K
|
-155
|
-2%
|
|
|
118
|
WealthBridge Capital Management
Westerville,
Ohio
|
$223K
|
+$14.2K
|
+561
|
+7%
|
|
|
119
|
First National Trust
Hermitage,
Pennsylvania
|
$222K
|
+$222K
|
+8,759
|
New
|
|
|
120
|
Cary Street Partners
Richmond,
Virginia
|
$221K
|
–
|
–
|
–
|
|
|
121
|
HORAN Wealth
Cincinnati,
Ohio
|
$217K
|
+$913
|
+36
|
+0.4%
|
|
|
122
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$212K
|
+$211K
|
+8,333
|
New
|
|
|
123
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$204K
|
-$299K
|
-11,808
|
-60%
|
|
|
124
|
TPG Advisors
Northfield,
Illinois
|
$203K
|
+$203K
|
+8,013
|
New
|
|
|
125
|
Avantax Planning Partners
Dubuque,
Iowa
|
$203K
|
–
|
–
|
–
|
|
