|
101
|
Gould Asset Management
Claremont,
California
|
$227K
|
–
|
–
|
–
|
|
|
102
|
Steward Partners Investment Advisory
New York
|
$227K
|
+$1K
|
+14
|
+0.5%
|
|
|
103
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$224K
|
-$2.08K
|
-29
|
-1%
|
|
|
104
|
Private Wealth Advisors (California)
Fresno,
California
|
$220K
|
-$218K
|
-3,044
|
-51%
|
|
|
105
|
CreativeOne Wealth
Overland Park,
Kansas
|
$214K
|
+$203K
|
+2,833
|
New
|
|
|
106
|
Alpine Woods Capital Investors
Purchase,
New York
|
$213K
|
–
|
–
|
–
|
|
|
107
|
MML Investors Services
Springfield,
Massachusetts
|
$213K
|
-$29K
|
-405
|
-13%
|
|
|
108
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$205K
|
+$194K
|
+2,710
|
New
|
|
|
109
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$196K
|
+$93.2K
|
+1,300
|
+100%
|
|
|
110
|
Jones Financial Companies
Des Peres,
Missouri
|
$182K
|
+$55.9K
|
+779
|
+48%
|
|
|
111
|
Anchor Investment Management
Columbia,
South Carolina
|
$154K
|
-$14.3K
|
-200
|
-9%
|
|
|
112
|
Fidelity Investments
Boston,
Massachusetts
|
$142K
|
+$6.74K
|
+94
|
+5%
|
|
|
113
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$136K
|
–
|
–
|
–
|
|
|
114
|
Blue Trust Inc
Alpharetta,
Georgia
|
$127K
|
–
|
–
|
–
|
|
|
115
|
Central Trust Company
Jefferson City,
Missouri
|
$123K
|
–
|
–
|
–
|
|
|
116
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$113K
|
-$14.3K
|
-200
|
-12%
|
|
|
117
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$111K
|
-$4.18M
|
-58,259
|
-98%
|
|
|
118
|
Colonial Trust
Spartanburg,
South Carolina
|
$106K
|
–
|
–
|
–
|
|
|
119
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$84.5K
|
–
|
–
|
–
|
|
|
120
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$75.5K
|
–
|
–
|
–
|
|
|
121
|
Tompkins Financial
Ithaca,
New York
|
$75.5K
|
–
|
–
|
–
|
|
|
122
|
William Blair & Company
Chicago,
Illinois
|
$71.6K
|
+$19.7K
|
+275
|
+41%
|
|
|
123
|
Westside Investment Management
Santa Monica,
California
|
$57.3K
|
-$3.59K
|
-50
|
-6%
|
|
|
124
|
D.J. St. Germain
Springfield,
Massachusetts
|
$56.6K
|
–
|
–
|
–
|
|
|
125
|
Truvestments Capital
Sarasota,
Florida
|
$52.9K
|
+$50.2K
|
+700
|
New
|
|
