|
201
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$14K
|
–
|
–
|
–
|
|
|
202
|
Steward Partners Investment Advisory
New York
|
$13K
|
–
|
–
|
–
|
|
|
203
|
Lazard Asset Management
New York
|
$12K
|
–
|
–
|
–
|
|
|
204
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$10K
|
+$718
|
+3
|
+8%
|
|
|
205
|
West Branch Capital
Amherst,
Massachusetts
|
$10K
|
+$10.5K
|
+44
|
New
|
|
|
206
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$6.17K
|
–
|
–
|
–
|
|
|
207
|
Bartlett & Co
Cincinnati,
Ohio
|
$6K
|
–
|
–
|
–
|
|
|
208
|
Front Row Advisors
Tiburon,
California
|
$6K
|
–
|
–
|
–
|
|
|
209
|
Arax Advisory Partners
Denver,
Colorado
|
$6K
|
+$5.98K
|
+25
|
New
|
|
|
210
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
211
|
Concord Wealth Partners
Abingdon,
Virginia
|
$5K
|
–
|
–
|
–
|
|
|
212
|
Gemmer Asset Management
Walnut Creek,
California
|
$5K
|
–
|
–
|
–
|
|
|
213
|
Ancora Advisors
Cleveland,
Ohio
|
$5K
|
+$5.5K
|
+23
|
New
|
|
|
214
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
215
|
First Horizon Advisors
Memphis,
Tennessee
|
$3K
|
–
|
–
|
–
|
|
|
216
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
217
|
TCI Wealth Advisors
Tucson,
Arizona
|
$3K
|
+$957
|
+4
|
+40%
|
|
|
218
|
Rockefeller Capital Management
New York
|
$3K
|
+$3.11K
|
+13
|
New
|
|
|
219
|
AllSquare Wealth Management
Albany,
New York
|
$2K
|
–
|
–
|
–
|
|
|
220
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
221
|
SignatureFD
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
222
|
Tarbox Family Office
Newport Beach,
California
|
$2K
|
–
|
–
|
–
|
|
|
223
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$2K
|
+$1.67K
|
+7
|
New
|
|
|
224
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1K
|
–
|
–
|
–
|
|
|
225
|
Parallel Advisors
San Francisco,
California
|
$1K
|
+$957
|
+4
|
New
|
|
