|
101
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$496K
|
+$481K
|
+5,573
|
New
|
|
|
102
|
Wealthspire Advisors (New York)
New York
|
$491K
|
–
|
–
|
–
|
|
|
103
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$485K
|
+$173
|
+2
|
+0%
|
|
|
104
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$484K
|
+$86
|
+1
|
+0%
|
|
|
105
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$484K
|
+$2.59K
|
+30
|
+0.6%
|
|
|
106
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$477K
|
–
|
–
|
–
|
|
|
107
|
Saxony Capital Management
St. Louis,
Missouri
|
$477K
|
-$121K
|
-1,400
|
-21%
|
|
|
108
|
Wambolt & Associates
Littleton,
Colorado
|
$461K
|
-$42.4K
|
-491
|
-9%
|
|
|
109
|
Raymond James Trust
St. Petersburg,
Florida
|
$457K
|
+$7.69K
|
+89
|
+2%
|
|
|
110
|
Berger Financial Group
Plymouth,
Minnesota
|
$445K
|
-$8.47K
|
-98
|
-2%
|
|
|
111
|
Cresset Asset Management
Chicago,
Illinois
|
$445K
|
+$432K
|
+5,000
|
New
|
|
|
112
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$433K
|
+$421K
|
+4,872
|
New
|
|
|
113
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$432K
|
+$22.3K
|
+258
|
+6%
|
|
|
114
|
Alesco Advisors
Pittsford,
New York
|
$419K
|
–
|
–
|
–
|
|
|
115
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$417K
|
–
|
–
|
–
|
|
|
116
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$400K
|
–
|
–
|
–
|
|
|
117
|
Syntrinsic
Denver,
Colorado
|
$386K
|
-$41.5K
|
-480
|
-10%
|
|
|
118
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$372K
|
-$32.1K
|
-372
|
-8%
|
|
|
119
|
Millennium Management
New York
|
$362K
|
+$28.7K
|
+332
|
+9%
|
|
|
120
|
|
$357K
|
+$347K
|
+4,016
|
New
|
|
|
121
|
Private Trust Company
Cleveland,
Ohio
|
$355K
|
–
|
–
|
–
|
|
|
122
|
Valmark Advisers
Akron,
Ohio
|
$346K
|
+$126K
|
+1,456
|
+60%
|
|
|
123
|
Liberty Wealth Management
Oakland,
California
|
$341K
|
+$1.81K
|
+21
|
+0.5%
|
|
|
124
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$330K
|
+$5.36K
|
+62
|
+2%
|
|
|
125
|
Mariner
Overland Park,
Kansas
|
$324K
|
-$335K
|
-3,881
|
-52%
|
|
