|
101
|
Winfield Associates
Cleveland,
Ohio
|
$146K
|
+$145K
|
+15,250
|
New
|
|
|
102
|
Cetera Advisor Networks
El Segundo,
California
|
$143K
|
+$142K
|
+14,955
|
New
|
|
|
103
|
CPWM LLC
Seattle,
Washington
|
$139K
|
–
|
–
|
–
|
|
|
104
|
Transform Wealth
Greenwood Village,
Colorado
|
$138K
|
–
|
–
|
–
|
|
|
105
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$138K
|
+$1.33K
|
+140
|
+1%
|
|
|
106
|
LexAurum Advisors
Overland Park,
Kansas
|
$135K
|
–
|
–
|
–
|
|
|
107
|
Geneos Wealth Management
Englewood,
Colorado
|
$131K
|
–
|
–
|
–
|
|
|
108
|
High Falls Advisors
Rochester,
New York
|
$130K
|
+$162
|
+17
|
+0.1%
|
|
|
109
|
Truist Financial
Charlotte,
North Carolina
|
$121K
|
–
|
–
|
–
|
|
|
110
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$120K
|
–
|
–
|
–
|
|
|
111
|
Brown Advisory Securities
Baltimore,
Maryland
|
$115K
|
–
|
–
|
–
|
|
|
112
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$113K
|
+$29
|
+3
|
+0%
|
|
|
113
|
Centaurus Financial
Anaheim,
California
|
$112K
|
+$111K
|
+11,726
|
New
|
|
|
114
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$98K
|
-$590K
|
-62,087
|
-86%
|
|
|
115
|
RFG Advisory
Birmingham,
Alabama
|
$97K
|
–
|
–
|
–
|
|
|
116
|
Managed Account Services
Coconut Grove,
Florida
|
$97K
|
+$96.4K
|
+10,146
|
New
|
|
|
117
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$96K
|
–
|
–
|
–
|
|
|
118
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$96K
|
–
|
–
|
–
|
|
|
119
|
Washington Trust Bank
Spokane,
Washington
|
$94K
|
–
|
–
|
–
|
|
|
120
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$90K
|
+$89K
|
+9,363
|
New
|
|
|
121
|
|
$87K
|
+$72.4K
|
+7,620
|
+508%
|
|
|
122
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$72K
|
–
|
–
|
–
|
|
|
123
|
Regions Financial Corp
Birmingham,
Alabama
|
$71K
|
+$44.2K
|
+4,650
|
+170%
|
|
|
124
|
Sandy Spring Bank
Olney,
Maryland
|
$69K
|
–
|
–
|
–
|
|
|
125
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$56K
|
–
|
–
|
–
|
|
