|
101
|
Valmark Advisers
Akron,
Ohio
|
$465K
|
–
|
–
|
–
|
|
|
102
|
Ceeto Capital Group
Coral Gables,
Florida
|
$459K
|
–
|
–
|
–
|
|
|
103
|
Forum Financial Management
Lombard,
Illinois
|
$455K
|
–
|
–
|
–
|
|
|
104
|
WealthBridge Capital Management
Westerville,
Ohio
|
$440K
|
-$13.8K
|
-600
|
-3%
|
|
|
105
|
Asset Allocation Strategies
Farmington,
Michigan
|
$440K
|
-$37.9K
|
-1,643
|
-8%
|
|
|
106
|
Meridian Wealth Management
Lexington,
Kentucky
|
$425K
|
+$201K
|
+8,698
|
+89%
|
|
|
107
|
Davenport & Co
Richmond,
Virginia
|
$410K
|
-$86.5K
|
-3,751
|
-17%
|
|
|
108
|
FC Advisory
West Chester,
Pennsylvania
|
$408K
|
+$1.08K
|
+47
|
+0.3%
|
|
|
109
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$387K
|
-$6.46K
|
-280
|
-2%
|
|
|
110
|
Wells Fargo
San Francisco,
California
|
$383K
|
+$332K
|
+14,413
|
+635%
|
|
|
111
|
Principal Securities
Des Moines,
Iowa
|
$373K
|
+$157K
|
+6,829
|
+73%
|
|
|
112
|
Trilogy Capital
Irvine,
California
|
$369K
|
+$371K
|
+16,076
|
New
|
|
|
113
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$360K
|
+$2.74K
|
+119
|
+0.8%
|
|
|
114
|
&Partners
Nashville,
Tennessee
|
$355K
|
-$145K
|
-6,311
|
-29%
|
|
|
115
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$355K
|
+$206K
|
+8,951
|
+138%
|
|
|
116
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$350K
|
+$137K
|
+5,949
|
+64%
|
|
|
117
|
Selective Wealth Management
Forest,
Virginia
|
$342K
|
+$507
|
+22
|
+0.1%
|
|
|
118
|
Quartz Partners
Saratoga Springs,
New York
|
$330K
|
+$331K
|
+14,375
|
New
|
|
|
119
|
MONECO Advisors
Fairfield,
Connecticut
|
$311K
|
+$2.03K
|
+88
|
+0.7%
|
|
|
120
|
Advisor Resource Council
Dallas,
Texas
|
$310K
|
+$312K
|
+13,528
|
New
|
|
|
121
|
Patten & Patten
Chattanooga,
Tennessee
|
$308K
|
–
|
–
|
–
|
|
|
122
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$305K
|
+$16.7K
|
+726
|
+6%
|
|
|
123
|
Certuity
North Palm Beach,
Florida
|
$301K
|
-$1.48K
|
-64
|
-0.5%
|
|
|
124
|
EP Wealth Advisors
Torrance,
California
|
$301K
|
+$302K
|
+13,089
|
New
|
|
|
125
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$297K
|
–
|
–
|
–
|
|
