|
101
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$320K
|
-$134K
|
-1,688
|
-30%
|
|
|
102
|
Fusion Family Wealth
Woodbury,
New York
|
$309K
|
–
|
–
|
–
|
|
|
103
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$303K
|
+$51.7K
|
+653
|
+21%
|
|
|
104
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$293K
|
–
|
–
|
–
|
|
|
105
|
Bessemer Group
Woodbridge,
New Jersey
|
$271K
|
–
|
–
|
–
|
|
|
106
|
Arden Trust
Wilmington,
Delaware
|
$268K
|
-$31.3K
|
-395
|
-11%
|
|
|
107
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$268K
|
–
|
–
|
–
|
|
|
108
|
Spinnaker Trust
Portland,
Maine
|
$261K
|
–
|
–
|
–
|
|
|
109
|
Raymond James Trust
St. Petersburg,
Florida
|
$257K
|
–
|
–
|
–
|
|
|
110
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$255K
|
+$251K
|
+3,172
|
New
|
|
|
111
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$251K
|
+$1.43K
|
+18
|
+0.6%
|
|
|
112
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$238K
|
+$34K
|
+429
|
+17%
|
|
|
113
|
World Investment Advisors
Santa Barbara,
California
|
$236K
|
+$235K
|
+2,961
|
New
|
|
|
114
|
Franklin Resources
San Mateo,
California
|
$213K
|
–
|
–
|
–
|
|
|
115
|
PagnatoKarp Partners
Reston,
Virginia
|
$213K
|
–
|
–
|
–
|
|
|
116
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$213K
|
+$209K
|
+2,644
|
New
|
|
|
117
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$204K
|
+$201K
|
+2,532
|
New
|
|
|
118
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$203K
|
-$17.3K
|
-218
|
-8%
|
|
|
119
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$177K
|
–
|
–
|
–
|
|
|
120
|
Next Financial Group
Houston,
Texas
|
$130K
|
+$128K
|
+1,617
|
New
|
|
|
121
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$122K
|
-$15.1K
|
-191
|
-11%
|
|
|
122
|
Holloway Wealth Management
Gainesville,
Florida
|
$118K
|
–
|
–
|
–
|
|
|
123
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$116K
|
–
|
–
|
–
|
|
|
124
|
William Blair & Company
Chicago,
Illinois
|
$112K
|
-$12K
|
-152
|
-10%
|
|
|
125
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$85K
|
–
|
–
|
–
|
|
