|
101
|
Fidelity Investments
Boston,
Massachusetts
|
$294K
|
+$292K
|
+8,641
|
New
|
|
|
102
|
Mutual Advisors
Omaha,
Nebraska
|
$294K
|
+$292K
|
+8,647
|
New
|
|
|
103
|
Geneos Wealth Management
Englewood,
Colorado
|
$279K
|
-$3.44K
|
-102
|
-1%
|
|
|
104
|
Telos Capital Management
San Diego,
California
|
$264K
|
+$262K
|
+7,777
|
New
|
|
|
105
|
BOK Financial
Tulsa,
Oklahoma
|
$249K
|
–
|
–
|
–
|
|
|
106
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$248K
|
+$12.9K
|
+382
|
+6%
|
|
|
107
|
Capital Investment Advisors
Atlanta,
Georgia
|
$238K
|
–
|
–
|
–
|
|
|
108
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$234K
|
+$232K
|
+6,881
|
New
|
|
|
109
|
Roundview Capital
Princeton,
New Jersey
|
$221K
|
+$5.2K
|
+154
|
+2%
|
|
|
110
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$216K
|
+$214K
|
+6,353
|
New
|
|
|
111
|
Darwin Wealth Management
Tampa,
Florida
|
$203K
|
–
|
–
|
–
|
|
|
112
|
Strategic Wealth Partners
Independence,
Ohio
|
$186K
|
+$1.25K
|
+37
|
+62%
|
|
|
113
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$184K
|
+$27.1K
|
+802
|
+17%
|
|
|
114
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$184K
|
+$36.8K
|
+1,091
|
+25%
|
|
|
115
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$160K
|
+$43K
|
+1,273
|
+37%
|
|
|
116
|
|
$128K
|
-$1.45K
|
-43
|
-1%
|
|
|
117
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$121K
|
-$1.22K
|
-36
|
-1%
|
|
|
118
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$85K
|
+$84K
|
+2,488
|
New
|
|
|
119
|
Northwest Wealth Management
Spencer,
Iowa
|
$56K
|
-$90.9K
|
-2,694
|
-62%
|
|
|
120
|
|
$56K
|
–
|
–
|
–
|
|
|
121
|
American Portfolios Advisors
Holbrook,
New York
|
$50K
|
–
|
–
|
–
|
|
|
122
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$49K
|
+$14.3K
|
+424
|
+41%
|
|
|
123
|
Asset Dedication LLC
San Francisco,
California
|
$44K
|
+$15.6K
|
+463
|
+53%
|
|
|
124
|
Regions Financial Corp
Birmingham,
Alabama
|
$43K
|
+$42.3K
|
+1,254
|
New
|
|
|
125
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$39K
|
+$10.5K
|
+310
|
+37%
|
|
