|
76
|
US Bancorp
Minneapolis,
Minnesota
|
$250K
|
–
|
–
|
–
|
|
|
77
|
Cobblestone Capital Advisors
Rochester,
New York
|
$239K
|
–
|
–
|
–
|
|
|
78
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$227K
|
+$217K
|
+5,500
|
New
|
|
|
79
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$224K
|
+$214K
|
+5,430
|
New
|
|
|
80
|
Creative Planning
Overland Park,
Kansas
|
$213K
|
+$204K
|
+5,170
|
New
|
|
|
81
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$207K
|
+$198K
|
+5,025
|
New
|
|
|
82
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$206K
|
+$197K
|
+4,990
|
New
|
|
|
83
|
HSBC Holdings
London,
United Kingdom
|
$205K
|
+$195K
|
+4,935
|
New
|
|
|
84
|
Dearborn Partners
Chicago,
Illinois
|
$201K
|
+$192K
|
+4,875
|
New
|
|
|
85
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$173K
|
-$39.5K
|
-1,000
|
-20%
|
|
|
86
|
Next Financial Group
Houston,
Texas
|
$172K
|
+$164K
|
+4,165
|
New
|
|
|
87
|
Steward Partners Investment Advisory
New York
|
$164K
|
-$14K
|
-355
|
-8%
|
|
|
88
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$154K
|
–
|
–
|
–
|
|
|
89
|
Fidelity Investments
Boston,
Massachusetts
|
$140K
|
+$42.8K
|
+1,085
|
+47%
|
|
|
90
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$118K
|
–
|
–
|
–
|
|
|
91
|
Seaview Investment Managers
Miami,
Florida
|
$116K
|
+$112K
|
+2,830
|
New
|
|
|
92
|
Barclays
London,
United Kingdom
|
$109K
|
–
|
–
|
–
|
|
|
93
|
Franklin Resources
San Mateo,
California
|
$109K
|
–
|
–
|
–
|
|
|
94
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$105K
|
+$55.3K
|
+1,400
|
+122%
|
|
|
95
|
Acropolis Investment Management
St. Louis,
Missouri
|
$103K
|
+$98.7K
|
+2,500
|
New
|
|
|
96
|
Country Trust Bank
Bloomington,
Illinois
|
$84K
|
+$80.5K
|
+2,040
|
New
|
|
|
97
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$80K
|
-$26.5K
|
-670
|
-26%
|
|
|
98
|
WealthShield Partners
Cary,
North Carolina
|
$78K
|
–
|
–
|
–
|
|
|
99
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$74K
|
+$70.9K
|
+1,795
|
New
|
|
|
100
|
Oxford Financial Group
Carmel,
Indiana
|
$72K
|
–
|
–
|
–
|
|
