|
101
|
American Economic Planning Group
Warren,
New Jersey
|
$299K
|
+$305K
|
+6,334
|
New
|
|
|
102
|
United Capital Financial Advisors
Irving,
Texas
|
$286K
|
+$292K
|
+6,056
|
New
|
|
|
103
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$252K
|
-$9.63K
|
-200
|
-4%
|
|
|
104
|
Raffa Wealth Management
Washington,
District of Columbia
|
$236K
|
–
|
–
|
–
|
|
|
105
|
Financial Consulate
Hunt Valley,
Maryland
|
$236K
|
-$11.5K
|
-238
|
-5%
|
|
|
106
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$230K
|
+$235K
|
+4,878
|
New
|
|
|
107
|
High Point Bank & Trust
High Point,
North Carolina
|
$217K
|
–
|
–
|
–
|
|
|
108
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$207K
|
+$211K
|
+4,376
|
New
|
|
|
109
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$206K
|
–
|
–
|
–
|
|
|
110
|
IFC Holdings
Tampa,
Florida
|
$202K
|
+$202K
|
+4,200
|
New
|
|
|
111
|
Synovus Financial
Columbus,
Georgia
|
$189K
|
–
|
–
|
–
|
|
|
112
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$169K
|
–
|
–
|
–
|
|
|
113
|
WFG Advisors
Dallas,
Texas
|
$159K
|
-$3.27K
|
-68
|
-2%
|
|
|
114
|
Regal Investment Advisors
Kentwood,
Michigan
|
$123K
|
+$5.39K
|
+112
|
+4%
|
|
|
115
|
Gupta Wealth Management
San Diego,
California
|
$85K
|
+$85K
|
+1,766
|
+6,307%
|
|
|
116
|
Gemmer Asset Management
Walnut Creek,
California
|
$63K
|
–
|
–
|
–
|
|
|
117
|
Patten Group
Chattanooga,
Tennessee
|
$61.4K
|
+$62.6K
|
+1,300
|
New
|
|
|
118
|
US Bancorp
Minneapolis,
Minnesota
|
$60K
|
–
|
–
|
–
|
|
|
119
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$48K
|
–
|
–
|
–
|
|
|
120
|
Integrated Wealth Counsel
Carmel,
California
|
$43K
|
+$43.3K
|
+900
|
New
|
|
|
121
|
BlackRock Investment Management
Wilmington,
Delaware
|
$39K
|
–
|
–
|
–
|
|
|
122
|
Sandy Spring Bank
Olney,
Maryland
|
$28K
|
–
|
–
|
–
|
|
|
123
|
St. Johns Investment Management
Jacksonville,
Florida
|
$24K
|
–
|
–
|
–
|
|
|
124
|
Wealthfront
Palo Alto,
California
|
$16K
|
+$8.38K
|
+174
|
+109%
|
|
|
125
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$14K
|
-$27K
|
-560
|
-65%
|
|
