|
1001
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$104K
|
+$47.2K
|
+500
|
+79%
|
|
|
1002
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$102K
|
-$54.8K
|
-580
|
-34%
|
|
|
1003
|
CKW Financial Group
Honolulu,
Hawaii
|
$101K
|
–
|
–
|
–
|
|
|
1004
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$101K
|
+$105K
|
+1,109
|
New
|
|
|
1005
|
Zions Bancorporation
Salt Lake City,
Utah
|
$95K
|
-$9.92K
|
-105
|
-9%
|
|
|
1006
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$93K
|
-$10.8K
|
-114
|
-10%
|
|
|
1007
|
FNY Managed Accounts
New York
|
$92K
|
-$288K
|
-3,048
|
-75%
|
|
|
1008
|
Duncker Streett & Co
St. Louis,
Missouri
|
$92K
|
–
|
–
|
–
|
|
|
1009
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$92K
|
+$67.9K
|
+719
|
+251%
|
|
|
1010
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$91K
|
-$4.82K
|
-51
|
-5%
|
|
|
1011
|
Gemmer Asset Management
Walnut Creek,
California
|
$90K
|
+$6.24K
|
+66
|
+7%
|
|
|
1012
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$89K
|
-$5.01K
|
-53
|
-5%
|
|
|
1013
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$84K
|
–
|
–
|
–
|
|
|
1014
|
Focused Wealth Management
Newburgh,
New York
|
$83K
|
-$12.4K
|
-131
|
-13%
|
|
|
1015
|
Icon Wealth Partners
Houston,
Texas
|
$74K
|
+$76.3K
|
+808
|
New
|
|
|
1016
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$73K
|
-$1.98K
|
-21
|
-3%
|
|
|
1017
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$72K
|
-$6.61K
|
-70
|
-8%
|
|
|
1018
|
Advisory Services Network
Atlanta,
Georgia
|
$71K
|
-$11.7K
|
-124
|
-14%
|
|
|
1019
|
Kaizen Advisory
Wheaton,
Illinois
|
$68K
|
+$70.6K
|
+747
|
New
|
|
|
1020
|
Westwood Holdings Group
Dallas,
Texas
|
$62K
|
-$886K
|
-9,375
|
-93%
|
|
|
1021
|
Webster Bank
Waterbury,
Connecticut
|
$62K
|
–
|
–
|
–
|
|
|
1022
|
Northstar Capital Management
New York
|
$61K
|
+$62.8K
|
+665
|
New
|
|
|
1023
|
First Horizon Advisors
Memphis,
Tennessee
|
$60K
|
-$3.68K
|
-39
|
-6%
|
|
|
1024
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$60K
|
+$31.5K
|
+333
|
+100%
|
|
|
1025
|
Risk Paradigm Group
Austin,
Texas
|
$58.7K
|
-$7.18K
|
-76
|
-11%
|
|
