|
101
|
EPG Wealth Management
Atlanta,
Georgia
|
$154K
|
–
|
–
|
–
|
|
|
102
|
Key Financial Inc
West Chester,
Pennsylvania
|
$141K
|
–
|
–
|
–
|
|
|
103
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$127K
|
–
|
–
|
–
|
|
|
104
|
|
$101K
|
+$94.9K
|
+2,000
|
New
|
|
|
105
|
Steward Partners Investment Advisory
New York
|
$101K
|
–
|
–
|
–
|
|
|
106
|
US Bancorp
Minneapolis,
Minnesota
|
$93.8K
|
–
|
–
|
–
|
|
|
107
|
Planned Solutions
Folsom,
California
|
$92.6K
|
+$86.6K
|
+1,825
|
New
|
|
|
108
|
Cambridge Trust
Cambridge,
Massachusetts
|
$86.8K
|
-$19K
|
-400
|
-19%
|
|
|
109
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$80.1K
|
-$9.73K
|
-205
|
-11%
|
|
|
110
|
Focused Wealth Management
Newburgh,
New York
|
$77.5K
|
-$8.16K
|
-172
|
-10%
|
|
|
111
|
Global Retirement Partners
San Rafael,
California
|
$75.2K
|
–
|
–
|
–
|
|
|
112
|
William Blair & Company
Chicago,
Illinois
|
$68.5K
|
–
|
–
|
–
|
|
|
113
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$65.7K
|
-$4.98K
|
-105
|
-8%
|
|
|
114
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$59.6K
|
–
|
–
|
–
|
|
|
115
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$54.2K
|
-$237
|
-5
|
-0.5%
|
|
|
116
|
First Personal Financial Services
Charlotte,
North Carolina
|
$40.7K
|
–
|
–
|
–
|
|
|
117
|
ORG Partners
Roanoke,
Indiana
|
$40.4K
|
–
|
–
|
–
|
|
|
118
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$34K
|
–
|
–
|
–
|
|
|
119
|
Frazier Financial Advisors
Columbus,
Ohio
|
$33.5K
|
+$31.4K
|
+661
|
New
|
|
|
120
|
NBC Securities
Birmingham,
Alabama
|
$32K
|
–
|
–
|
–
|
|
|
121
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$27.8K
|
–
|
–
|
–
|
|
|
122
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26.3K
|
–
|
–
|
–
|
|
|
123
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$26.2K
|
–
|
–
|
–
|
|
|
124
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$26.2K
|
+$24K
|
+505
|
New
|
|
|
125
|
Tradition Wealth Management
Edina,
Minnesota
|
$21K
|
–
|
–
|
–
|
|
