|
101
|
Moors & Cabot
Boston,
Massachusetts
|
$340K
|
+$315K
|
+5,041
|
New
|
|
|
102
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$335K
|
+$62
|
+1
|
+0%
|
|
|
103
|
Old Port Advisors
Portland,
Maine
|
$324K
|
–
|
–
|
–
|
|
|
104
|
Gyroscope Capital Management Group
Naples,
Florida
|
$323K
|
+$299K
|
+4,791
|
New
|
|
|
105
|
Perigon Wealth Management
San Francisco,
California
|
$318K
|
–
|
–
|
–
|
|
|
106
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$314K
|
-$4.35M
|
-69,661
|
-94%
|
|
|
107
|
Salomon & Ludwin
Richmond,
Virginia
|
$308K
|
-$96.7K
|
-1,550
|
-25%
|
|
|
108
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$305K
|
-$160K
|
-2,559
|
-36%
|
|
|
109
|
Strategy Asset Managers
Pasadena,
California
|
$303K
|
+$280K
|
+4,485
|
New
|
|
|
110
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$298K
|
–
|
–
|
–
|
|
|
111
|
Principle Wealth Partners
Madison,
Connecticut
|
$296K
|
–
|
–
|
–
|
|
|
112
|
RFG Advisory
Birmingham,
Alabama
|
$281K
|
-$49.6K
|
-795
|
-16%
|
|
|
113
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$279K
|
–
|
–
|
–
|
|
|
114
|
Independent Financial Group
San Diego,
California
|
$278K
|
–
|
–
|
–
|
|
|
115
|
Magnus Financial Group
New York
|
$270K
|
–
|
–
|
–
|
|
|
116
|
Western Wealth Management
Golden,
Colorado
|
$261K
|
-$57.8K
|
-926
|
-19%
|
|
|
117
|
Swaine & Leidel Wealth Services
Sebring,
Florida
|
$259K
|
+$240K
|
+3,851
|
New
|
|
|
118
|
First City Capital Management
Savannah,
Georgia
|
$245K
|
+$227K
|
+3,635
|
New
|
|
|
119
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$235K
|
+$218K
|
+3,500
|
New
|
|
|
120
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$229K
|
+$37.9K
|
+607
|
+22%
|
|
|
121
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$221K
|
-$31.2K
|
-500
|
-13%
|
|
|
122
|
Wealthspire Advisors (New York)
New York
|
$209K
|
+$194K
|
+3,106
|
New
|
|
|
123
|
|
$202K
|
+$187K
|
+2,999
|
New
|
|
|
124
|
Wedbush Securities
Los Angeles,
California
|
$202K
|
+$187K
|
+3,000
|
New
|
|
|
125
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$200K
|
–
|
–
|
–
|
|
