|
1051
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$122K
|
–
|
–
|
–
|
|
|
1052
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$122K
|
+$124K
|
+357
|
New
|
|
|
1053
|
Fortis Advisors
Wayne,
Pennsylvania
|
$118K
|
–
|
–
|
–
|
|
|
1054
|
Jones Financial Companies
Des Peres,
Missouri
|
$116K
|
-$11.1K
|
-32
|
-9%
|
|
|
1055
|
Sandy Spring Bank
Olney,
Maryland
|
$113K
|
–
|
–
|
–
|
|
|
1056
|
NKCFO LLC
Geneva,
Illinois
|
$112K
|
–
|
–
|
–
|
|
|
1057
|
Crewe Advisors
Salt Lake City,
Utah
|
$110K
|
+$9.37K
|
+27
|
+9%
|
|
|
1058
|
Manchester Capital Management
Manchester,
Vermont
|
$108K
|
–
|
–
|
–
|
|
|
1059
|
Eagle Bay Advisors
New York
|
$108K
|
+$25K
|
+72
|
+29%
|
|
|
1060
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$107K
|
–
|
–
|
–
|
|
|
1061
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$106K
|
+$17K
|
+49
|
+20%
|
|
|
1062
|
Zions Bancorporation
Salt Lake City,
Utah
|
$103K
|
–
|
–
|
–
|
|
|
1063
|
Cambridge Trust
Cambridge,
Massachusetts
|
$100K
|
-$42.4K
|
-122
|
-29%
|
|
|
1064
|
Asset Dedication LLC
San Francisco,
California
|
$100K
|
–
|
–
|
–
|
|
|
1065
|
Evermay Wealth Management
Arlington,
Virginia
|
$100K
|
–
|
–
|
–
|
|
|
1066
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$99K
|
+$14.2K
|
+41
|
+16%
|
|
|
1067
|
Caption Management
Oklahoma City,
Oklahoma
|
$95K
|
-$11.7M
|
-33,722
|
-99%
|
|
|
1068
|
TCTC Holdings
Dallas,
Texas
|
$88K
|
–
|
–
|
–
|
|
|
1069
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$88K
|
–
|
–
|
–
|
|
|
1070
|
Tompkins Financial
Ithaca,
New York
|
$86K
|
–
|
–
|
–
|
|
|
1071
|
BOK Financial Private Wealth
Denver,
Colorado
|
$85K
|
–
|
–
|
–
|
|
|
1072
|
Addison Advisors
Middlebury,
Vermont
|
$84K
|
+$3.12K
|
+9
|
+4%
|
|
|
1073
|
Glassman Wealth Services
Vienna,
Virginia
|
$84K
|
+$4.17K
|
+12
|
+5%
|
|
|
1074
|
GeoWealth Management
Chicago,
Illinois
|
$84K
|
+$85.7K
|
+247
|
New
|
|
|
1075
|
PFG Private Wealth Management
Lutz,
Florida
|
$83K
|
-$31.6K
|
-91
|
-27%
|
|
