|
101
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$206K
|
+$5.81K
|
+186
|
+3%
|
|
|
102
|
Trevian Wealth Management
Weston,
Massachusetts
|
$204K
|
–
|
–
|
–
|
|
|
103
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$137K
|
-$12.8K
|
-411
|
-8%
|
|
|
104
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$136K
|
+$151K
|
+4,840
|
New
|
|
|
105
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$110K
|
+$60.5K
|
+1,935
|
+98%
|
|
|
106
|
UBS Group
Zurich,
Switzerland
|
$106K
|
+$53.5K
|
+1,711
|
+82%
|
|
|
107
|
Tortoise Investment Management
White Plains,
New York
|
$88K
|
+$33.3K
|
+1,065
|
+51%
|
|
|
108
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$79K
|
+$76.4K
|
+2,445
|
New
|
|
|
109
|
West Paces Advisors
Atlanta,
Georgia
|
$73.7K
|
–
|
–
|
–
|
|
|
110
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$60K
|
+$19.9K
|
+638
|
+42%
|
|
|
111
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47K
|
+$11.5K
|
+369
|
+28%
|
|
|
112
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$46K
|
–
|
–
|
–
|
|
|
113
|
Clearview Wealth Advisors
Salem,
Oregon
|
$38K
|
+$7.57K
|
+242
|
+22%
|
|
|
114
|
Harbour Investments
Madison,
Wisconsin
|
$37K
|
–
|
–
|
–
|
|
|
115
|
Pecaut & Co
Sioux City,
Iowa
|
$37K
|
–
|
–
|
–
|
|
|
116
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$35.7K
|
+$39.7K
|
+1,271
|
New
|
|
|
117
|
First Community Trust
Dubuque,
Iowa
|
$27K
|
–
|
–
|
–
|
|
|
118
|
Your Advocates Ltd
Houston,
Texas
|
$16K
|
-$24.5K
|
-785
|
-57%
|
|
|
119
|
Global Financial Private Client
Sarasota,
Florida
|
$11.2K
|
-$3.6K
|
-115
|
-23%
|
|
|
120
|
|
$10K
|
-$76.9K
|
-2,460
|
-87%
|
|
|
121
|
Kelly Financial Services
Braintree,
Massachusetts
|
$8.17K
|
-$63
|
-2
|
-0.7%
|
|
|
122
|
Rockefeller Capital Management
New York
|
$6K
|
+$31
|
+1
|
+0.4%
|
|
|
123
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$5K
|
–
|
–
|
–
|
|
|
124
|
|
$4K
|
–
|
–
|
–
|
|
|
125
|
Barrett & Company
Providence,
Rhode Island
|
$3.37K
|
+$3.44K
|
+110
|
New
|
|
