|
201
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$84K
|
+$2.56K
|
+330
|
+3%
|
|
|
202
|
US Bancorp
Minneapolis,
Minnesota
|
$80K
|
+$52.6K
|
+6,762
|
+225%
|
|
|
203
|
SignatureFD
Atlanta,
Georgia
|
$76K
|
+$6.43K
|
+828
|
+10%
|
|
|
204
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$69K
|
+$17K
|
+2,184
|
+35%
|
|
|
205
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$64K
|
+$280
|
+36
|
+0.5%
|
|
|
206
|
Joel Isaacson & Co
New York
|
$63K
|
–
|
–
|
–
|
|
|
207
|
AllSquare Wealth Management
Albany,
New York
|
$62K
|
+$3.68K
|
+474
|
+7%
|
|
|
208
|
Barrett Asset Management
New York
|
$50K
|
–
|
–
|
–
|
|
|
209
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$49K
|
-$46.6K
|
-6,000
|
-50%
|
|
|
210
|
Blume Capital Management
Berkeley,
California
|
$49K
|
–
|
–
|
–
|
|
|
211
|
Tortoise Investment Management
White Plains,
New York
|
$47K
|
–
|
–
|
–
|
|
|
212
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$43K
|
–
|
–
|
–
|
|
|
213
|
MV Capital Management
Bethesda,
Maryland
|
$39K
|
–
|
–
|
–
|
|
|
214
|
Sandy Spring Bank
Olney,
Maryland
|
$39K
|
–
|
–
|
–
|
|
|
215
|
Edge Wealth Management
New York
|
$34K
|
-$2.1K
|
-270
|
-6%
|
|
|
216
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$30K
|
+$1.49K
|
+192
|
+6%
|
|
|
217
|
Zions Bancorporation
Salt Lake City,
Utah
|
$27K
|
+$25.5K
|
+3,276
|
New
|
|
|
218
|
Private Ocean
San Rafael,
California
|
$23K
|
+$326
|
+42
|
+2%
|
|
|
219
|
Tradewinds Capital Management
Bellingham,
Washington
|
$22K
|
+$2.56K
|
+330
|
+14%
|
|
|
220
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
221
|
CapWealth Advisors
Franklin,
Tennessee
|
$20K
|
–
|
–
|
–
|
|
|
222
|
Barnett & Company
Chattanooga,
Tennessee
|
$15K
|
+$13.9K
|
+1,794
|
New
|
|
|
223
|
Wealthcare Capital Management
Richmond,
Virginia
|
$13K
|
-$136K
|
-17,502
|
-91%
|
|
|
224
|
Glassman Wealth Services
Vienna,
Virginia
|
$13K
|
–
|
–
|
–
|
|
|
225
|
SEI Investments
Oaks,
Pennsylvania
|
$12K
|
+$11.6K
|
+1,488
|
New
|
|
