|
101
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$237K
|
-$19K
|
-300
|
-8%
|
|
|
102
|
HighTower Advisors
Chicago,
Illinois
|
$231K
|
+$317
|
+5
|
+0.1%
|
|
|
103
|
Key Financial Inc
West Chester,
Pennsylvania
|
$231K
|
–
|
–
|
–
|
|
|
104
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$218K
|
-$297K
|
-4,686
|
-59%
|
|
|
105
|
LifeSteps Financial
Claremont,
California
|
$218K
|
-$68.2K
|
-1,077
|
-25%
|
|
|
106
|
Vienna Asset Management
Saratoga,
California
|
$217K
|
–
|
–
|
–
|
|
|
107
|
Advisory Services Network
Atlanta,
Georgia
|
$216K
|
+$164K
|
+2,591
|
+376%
|
|
|
108
|
Perigon Wealth Management
San Francisco,
California
|
$216K
|
–
|
–
|
–
|
|
|
109
|
Charles Schwab Trust
Henderson,
Nevada
|
$214K
|
+$206K
|
+3,250
|
New
|
|
|
110
|
Savant Capital
Rockford,
Illinois
|
$213K
|
+$205K
|
+3,237
|
New
|
|
|
111
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$211K
|
-$203K
|
-3,200
|
-50%
|
|
|
112
|
SVB Wealth
Boston,
Massachusetts
|
$211K
|
+$203K
|
+3,200
|
New
|
|
|
113
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$210K
|
+$200K
|
+3,163
|
New
|
|
|
114
|
|
$205K
|
+$197K
|
+3,115
|
New
|
|
|
115
|
Wambolt & Associates
Littleton,
Colorado
|
$205K
|
+$198K
|
+3,126
|
New
|
|
|
116
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$203K
|
-$25.3K
|
-400
|
-11%
|
|
|
117
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$202K
|
-$12.8K
|
-202
|
-6%
|
|
|
118
|
Private Trust Company
Cleveland,
Ohio
|
$181K
|
+$19.9K
|
+314
|
+13%
|
|
|
119
|
Evermay Wealth Management
Arlington,
Virginia
|
$155K
|
–
|
–
|
–
|
|
|
120
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$152K
|
–
|
–
|
–
|
|
|
121
|
First Financial Corp
Terre Haute,
Indiana
|
$145K
|
–
|
–
|
–
|
|
|
122
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$130K
|
–
|
–
|
–
|
|
|
123
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$101K
|
+$634
|
+10
|
+0.7%
|
|
|
124
|
Hollencrest Capital Management
Newport Beach,
California
|
$86K
|
–
|
–
|
–
|
|
|
125
|
West Oak Capital
Westlake Village,
California
|
$86K
|
–
|
–
|
–
|
|
