|
101
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31K
|
+$30.5K
|
+640
|
New
|
|
|
102
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$30K
|
+$6.96K
|
+146
|
+30%
|
|
|
103
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$27K
|
–
|
–
|
–
|
|
|
104
|
Creative Planning
Overland Park,
Kansas
|
$25K
|
-$32.4K
|
-680
|
-57%
|
|
|
105
|
Evercore Wealth Management
New York
|
$24K
|
–
|
–
|
–
|
|
|
106
|
WhitTier Trust Company
Reno,
Nevada
|
$24K
|
–
|
–
|
–
|
|
|
107
|
MV Capital Management
Bethesda,
Maryland
|
$21K
|
–
|
–
|
–
|
|
|
108
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$19K
|
–
|
–
|
–
|
|
|
109
|
Oakworth Capital
Birmingham,
Alabama
|
$19K
|
–
|
–
|
–
|
|
|
110
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$18K
|
–
|
–
|
–
|
|
|
111
|
US Bancorp
Minneapolis,
Minnesota
|
$18K
|
–
|
–
|
–
|
|
|
112
|
Country Trust Bank
Bloomington,
Illinois
|
$17K
|
–
|
–
|
–
|
|
|
113
|
SEI Investments
Oaks,
Pennsylvania
|
$16K
|
+$15.9K
|
+334
|
New
|
|
|
114
|
Endurance Wealth Management
Providence,
Rhode Island
|
$13K
|
–
|
–
|
–
|
|
|
115
|
Advisory Services Network
Atlanta,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
116
|
Huntington National Bank
Columbus,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
117
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$10K
|
–
|
–
|
–
|
|
|
118
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$10K
|
+$9.54K
|
+200
|
New
|
|
|
119
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$8K
|
+$8.3K
|
+174
|
New
|
|
|
120
|
Patten Group
Chattanooga,
Tennessee
|
$7.22K
|
–
|
–
|
–
|
|
|
121
|
American Research & Management Company
Marion,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
122
|
Focused Wealth Management
Newburgh,
New York
|
$6K
|
–
|
–
|
–
|
|
|
123
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
124
|
|
$5K
|
-$88.2K
|
-1,850
|
-95%
|
|
|
125
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
