|
101
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$217K
|
+$207K
|
+3,780
|
New
|
|
|
102
|
Whittier Trust
South Pasadena,
California
|
$186K
|
+$35.8K
|
+656
|
+25%
|
|
|
103
|
Wells Fargo
San Francisco,
California
|
$169K
|
+$96.9K
|
+1,773
|
+151%
|
|
|
104
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$121K
|
+$48.6K
|
+889
|
+73%
|
|
|
105
|
Bessemer Group
Woodbridge,
New Jersey
|
$111K
|
+$106K
|
+1,940
|
New
|
|
|
106
|
Fidelity Investments
Boston,
Massachusetts
|
$100K
|
+$45.5K
|
+833
|
+91%
|
|
|
107
|
TD Private Client Wealth
New York
|
$90.5K
|
-$3.22K
|
-59
|
-4%
|
|
|
108
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$64.8K
|
-$80.3K
|
-1,470
|
-57%
|
|
|
109
|
ORG Partners
Roanoke,
Indiana
|
$43.5K
|
+$41.2K
|
+754
|
New
|
|
|
110
|
Parallel Advisors
San Francisco,
California
|
$34.4K
|
+$32.7K
|
+598
|
New
|
|
|
111
|
Harbour Investments
Madison,
Wisconsin
|
$32.5K
|
+$11.7K
|
+214
|
+61%
|
|
|
112
|
Spire Wealth Management
Mclean,
Virginia
|
$25.8K
|
+$55
|
+1
|
+0.2%
|
|
|
113
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$25.2K
|
–
|
–
|
–
|
|
|
114
|
WhitTier Trust Company
Reno,
Nevada
|
$23K
|
–
|
–
|
–
|
|
|
115
|
IFP Advisors
Tampa,
Florida
|
$21.2K
|
+$20.2K
|
+369
|
New
|
|
|
116
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$19.2K
|
–
|
–
|
–
|
|
|
117
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$12.3K
|
–
|
–
|
–
|
|
|
118
|
Global Retirement Partners
San Rafael,
California
|
$9.98K
|
–
|
–
|
–
|
|
|
119
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.3K
|
–
|
–
|
–
|
|
|
120
|
M&R Capital Management
Summit,
New Jersey
|
$5.75K
|
+$5.46K
|
+100
|
New
|
|
|
121
|
Horan Securities
Cincinnati,
United States
|
$5.52K
|
+$219
|
+4
|
+4%
|
|
|
122
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$4.6K
|
–
|
–
|
–
|
|
|
123
|
Live Oak Investment Partners
Austin,
Texas
|
$1.03K
|
–
|
–
|
–
|
|
|
124
|
|
$460
|
+$437
|
+8
|
New
|
|
|
125
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$291K
|
-5,313
|
Closed
|
|
