|
301
|
Neuberger Berman Group
New York
|
$211K
|
+$211K
|
+1,548
|
New
|
|
|
302
|
|
$209K
|
+$208K
|
+1,532
|
New
|
|
|
303
|
CIBC Bancorp USA
Chicago,
Illinois
|
$207K
|
+$206K
|
+1,515
|
New
|
|
|
304
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$205K
|
–
|
–
|
–
|
|
|
305
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$205K
|
+$204K
|
+1,500
|
New
|
|
|
306
|
Madson Wealth Advisors
Santa Rosa,
California
|
$203K
|
+$202K
|
+1,488
|
New
|
|
|
307
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$203K
|
+$202K
|
+1,488
|
New
|
|
|
308
|
Allworth Financial
Folsom,
California
|
$201K
|
-$92.4K
|
-679
|
-32%
|
|
|
309
|
Sequoia Financial Advisors
Akron,
Ohio
|
$200K
|
+$199K
|
+1,466
|
New
|
|
|
310
|
Buck Wealth Strategies
Denver,
Colorado
|
$191K
|
+$190K
|
+1,400
|
New
|
|
|
311
|
West Paces Advisors
Atlanta,
Georgia
|
$188K
|
–
|
–
|
–
|
|
|
312
|
Golden State Wealth Management
Santa Ana,
California
|
$179K
|
-$138K
|
-1,011
|
-44%
|
|
|
313
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$178K
|
–
|
–
|
–
|
|
|
314
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$175K
|
+$174K
|
+1,278
|
New
|
|
|
315
|
SignatureFD
Atlanta,
Georgia
|
$172K
|
–
|
–
|
–
|
|
|
316
|
Private Trust Company
Cleveland,
Ohio
|
$172K
|
+$94.4K
|
+694
|
+123%
|
|
|
317
|
Godfrey Financial Associates
Glenmont,
New York
|
$170K
|
–
|
–
|
–
|
|
|
318
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$168K
|
+$167K
|
+1,228
|
New
|
|
|
319
|
WhitTier Trust Company
Reno,
Nevada
|
$165K
|
–
|
–
|
–
|
|
|
320
|
High Note Wealth
Deephaven,
Minnesota
|
$149K
|
–
|
–
|
–
|
|
|
321
|
Asset Dedication LLC
San Francisco,
California
|
$146K
|
+$146K
|
+1,070
|
New
|
|
|
322
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$115K
|
–
|
–
|
–
|
|
|
323
|
Blue Trust Inc
Alpharetta,
Georgia
|
$109K
|
–
|
–
|
–
|
|
|
324
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$104K
|
–
|
–
|
–
|
|
|
325
|
Crewe Advisors
Salt Lake City,
Utah
|
$103K
|
–
|
–
|
–
|
|
