|
101
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$314K
|
+$2.3K
|
+27
|
+0.8%
|
|
|
102
|
Alterna Wealth Management
Houston,
Texas
|
$300K
|
-$21.6K
|
-254
|
-7%
|
|
|
103
|
Moors & Cabot
Boston,
Massachusetts
|
$295K
|
–
|
–
|
–
|
|
|
104
|
Kalos Management
Alpharetta,
Georgia
|
$292K
|
+$275K
|
+3,233
|
New
|
|
|
105
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$282K
|
+$264K
|
+3,100
|
New
|
|
|
106
|
Citadel Advisors
Miami,
Florida
|
$278K
|
-$286K
|
-3,357
|
-52%
|
|
|
107
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$278K
|
-$29.8K
|
-350
|
-10%
|
|
|
108
|
M&T Bank
Buffalo,
New York
|
$273K
|
+$42.5K
|
+500
|
+20%
|
|
|
109
|
NTV Asset Management
Charleston,
West Virginia
|
$268K
|
–
|
–
|
–
|
|
|
110
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$266K
|
–
|
–
|
–
|
|
|
111
|
Schnieders Capital Management
Pasadena,
California
|
$264K
|
-$12.8K
|
-150
|
-5%
|
|
|
112
|
High Net Worth Advisory Group
Naples,
Florida
|
$264K
|
–
|
–
|
–
|
|
|
113
|
Commerce Bank
Kansas City,
Missouri
|
$261K
|
–
|
–
|
–
|
|
|
114
|
Focus Financial Network
Minneapolis,
Minnesota
|
$260K
|
+$243K
|
+2,858
|
New
|
|
|
115
|
Mercer Global Advisors
Denver,
Colorado
|
$252K
|
–
|
–
|
–
|
|
|
116
|
Fidelity Investments
Boston,
Massachusetts
|
$252K
|
+$19.5K
|
+229
|
+9%
|
|
|
117
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$249K
|
+$2.98K
|
+35
|
+1%
|
|
|
118
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$248K
|
–
|
–
|
–
|
|
|
119
|
Sunbelt Securities
Houston,
Texas
|
$241K
|
-$5.78K
|
-68
|
-3%
|
|
|
120
|
Advisory Services Network
Atlanta,
Georgia
|
$241K
|
+$2.89K
|
+34
|
+1%
|
|
|
121
|
Washington Trust Bank
Spokane,
Washington
|
$235K
|
–
|
–
|
–
|
|
|
122
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$233K
|
–
|
–
|
–
|
|
|
123
|
Wealthspire Advisors (New York)
New York
|
$225K
|
+$210K
|
+2,471
|
New
|
|
|
124
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$222K
|
–
|
–
|
–
|
|
|
125
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$220K
|
–
|
–
|
–
|
|
