|
101
|
|
$262K
|
–
|
–
|
–
|
|
|
102
|
Raymond James Trust
St. Petersburg,
Florida
|
$262K
|
+$26.2K
|
+2,500
|
+12%
|
|
|
103
|
Next Financial Group
Houston,
Texas
|
$254K
|
+$235K
|
+22,375
|
New
|
|
|
104
|
Gofen & Glossberg
Chicago,
Illinois
|
$248K
|
–
|
–
|
–
|
|
|
105
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$241K
|
–
|
–
|
–
|
|
|
106
|
Oppenheimer & Co
New York
|
$239K
|
-$11.3K
|
-1,081
|
-5%
|
|
|
107
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$238K
|
–
|
–
|
–
|
|
|
108
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$238K
|
–
|
–
|
–
|
|
|
109
|
Bison Wealth
Atlanta,
Georgia
|
$235K
|
–
|
–
|
–
|
|
|
110
|
Legacy Private Trust
Neenah,
Wisconsin
|
$233K
|
–
|
–
|
–
|
|
|
111
|
Linscomb Wealth
Houston,
Texas
|
$233K
|
–
|
–
|
–
|
|
|
112
|
Garde Capital
Seattle,
Washington
|
$223K
|
–
|
–
|
–
|
|
|
113
|
Partnervest Advisory Services
Santa Barbara,
California
|
$217K
|
–
|
–
|
–
|
|
|
114
|
|
$214K
|
+$198K
|
+18,908
|
New
|
|
|
115
|
Mutual Advisors
Omaha,
Nebraska
|
$203K
|
–
|
–
|
–
|
|
|
116
|
Welch & Forbes
Boston,
Massachusetts
|
$196K
|
–
|
–
|
–
|
|
|
117
|
Creative Planning
Overland Park,
Kansas
|
$193K
|
–
|
–
|
–
|
|
|
118
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$190K
|
-$282K
|
-26,924
|
-62%
|
|
|
119
|
Glassman Wealth Services
Vienna,
Virginia
|
$181K
|
+$168K
|
+15,983
|
New
|
|
|
120
|
Highlander Capital Management
Short Hills,
New Jersey
|
$177K
|
+$9.43K
|
+900
|
+6%
|
|
|
121
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$170K
|
–
|
–
|
–
|
|
|
122
|
Valeo Financial Advisors
Carmel,
Indiana
|
$164K
|
–
|
–
|
–
|
|
|
123
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$163K
|
–
|
–
|
–
|
|
|
124
|
AE Wealth Management
Topeka,
Kansas
|
$161K
|
+$149K
|
+14,238
|
New
|
|
|
125
|
Davenport & Co
Richmond,
Virginia
|
$160K
|
–
|
–
|
–
|
|
