|
101
|
Freestone Capital Holdings
Seattle,
Washington
|
$297K
|
–
|
–
|
–
|
|
|
102
|
Quantinno Capital Management
New York
|
$294K
|
+$297K
|
+11,616
|
New
|
|
|
103
|
Park Avenue Securities
New York
|
$292K
|
–
|
–
|
–
|
|
|
104
|
WJ Wealth Management
Glendale,
Arizona
|
$279K
|
+$281K
|
+11,000
|
New
|
|
|
105
|
Wolfstich Capital
Medfield,
Massachusetts
|
$279K
|
+$307K
|
+12,019
|
New
|
|
|
106
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$277K
|
+$280K
|
+10,940
|
New
|
|
|
107
|
Penobscot Investment Management
Boston,
Massachusetts
|
$267K
|
+$57.5K
|
+2,250
|
+27%
|
|
|
108
|
Daviman Financial
Noblesville,
Indiana
|
$255K
|
+$36.3K
|
+1,419
|
+16%
|
|
|
109
|
EP Wealth Advisors
Torrance,
California
|
$254K
|
–
|
–
|
–
|
|
|
110
|
Segment Wealth Management
Houston,
Texas
|
$246K
|
–
|
–
|
–
|
|
|
111
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$235K
|
+$9.59K
|
+375
|
+4%
|
|
|
112
|
Cary Street Partners
Richmond,
Virginia
|
$220K
|
–
|
–
|
–
|
|
|
113
|
HORAN Wealth
Cincinnati,
Ohio
|
$217K
|
+$218K
|
+8,517
|
New
|
|
|
114
|
WealthBridge Capital Management
Westerville,
Ohio
|
$208K
|
+$210K
|
+8,211
|
New
|
|
|
115
|
Avantax Planning Partners
Dubuque,
Iowa
|
$202K
|
–
|
–
|
–
|
|
|
116
|
Jones Financial Companies
Des Peres,
Missouri
|
$140K
|
+$101K
|
+3,933
|
+246%
|
|
|
117
|
Steward Partners Investment Advisory
New York
|
$77.3K
|
–
|
–
|
–
|
|
|
118
|
Harbour Investments
Madison,
Wisconsin
|
$67.3K
|
+$256
|
+10
|
+0.4%
|
|
|
119
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$57K
|
–
|
–
|
–
|
|
|
120
|
American Capital Advisory
Ketchum,
Idaho
|
$56.3K
|
–
|
–
|
–
|
|
|
121
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$50.7K
|
–
|
–
|
–
|
|
|
122
|
Barrett & Company
Providence,
Rhode Island
|
$45.9K
|
–
|
–
|
–
|
|
|
123
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$30.4K
|
–
|
–
|
–
|
|
|
124
|
Addison Advisors
Middlebury,
Vermont
|
$25.5K
|
–
|
–
|
–
|
|
|
125
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$25.4K
|
+$25.6K
|
+1,000
|
New
|
|
