|
101
|
Avantax Planning Partners
Dubuque,
Iowa
|
$534K
|
-$135K
|
-1,089
|
-21%
|
|
|
102
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$508K
|
+$263K
|
+2,124
|
+115%
|
|
|
103
|
Allen Investment Management
New York
|
$508K
|
–
|
–
|
–
|
|
|
104
|
Callan Capital
La Jolla,
California
|
$495K
|
+$9.06K
|
+73
|
+2%
|
|
|
105
|
Centaurus Financial
Anaheim,
California
|
$462K
|
+$404K
|
+3,260
|
+948%
|
|
|
106
|
Spearhead Capital Advisors
Wellington,
Florida
|
$458K
|
+$24.9K
|
+201
|
+6%
|
|
|
107
|
Suntrust Banks
Atlanta,
Georgia
|
$442K
|
+$108K
|
+874
|
+31%
|
|
|
108
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$429K
|
–
|
–
|
–
|
|
|
109
|
IberiaBank
Lafayette,
Louisiana
|
$422K
|
-$80.1K
|
-646
|
-16%
|
|
|
110
|
IHT Wealth Management
Chicago,
Illinois
|
$421K
|
+$10.5K
|
+85
|
+3%
|
|
|
111
|
Park Avenue Securities
New York
|
$411K
|
-$33.4K
|
-269
|
-8%
|
|
|
112
|
Fortis Advisors
Wayne,
Pennsylvania
|
$409K
|
+$496
|
+4
|
+0.1%
|
|
|
113
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$406K
|
+$40.4K
|
+326
|
+11%
|
|
|
114
|
|
$383K
|
+$162K
|
+1,302
|
+76%
|
|
|
115
|
55I LLC
Boston,
Massachusetts
|
$383K
|
+$370K
|
+2,985
|
New
|
|
|
116
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$359K
|
-$147K
|
-1,185
|
-30%
|
|
|
117
|
Oppenheimer Asset Management
New York
|
$355K
|
-$16.6K
|
-134
|
-5%
|
|
|
118
|
Verition Fund Management
Greenwich,
Connecticut
|
$353K
|
+$342K
|
+2,755
|
New
|
|
|
119
|
Rockefeller Capital Management
New York
|
$348K
|
-$131K
|
-1,052
|
-28%
|
|
|
120
|
Northeast Financial Consultants
Westport,
Connecticut
|
$347K
|
–
|
–
|
–
|
|
|
121
|
Fidelity Investments
Boston,
Massachusetts
|
$333K
|
-$16.6K
|
-134
|
-5%
|
|
|
122
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$331K
|
+$321K
|
+2,584
|
New
|
|
|
123
|
Intelligence Driven Advisers
Carlsbad,
California
|
$321K
|
–
|
–
|
–
|
|
|
124
|
Pillar Pacific Capital Management
Pacifica,
California
|
$309K
|
+$9.68K
|
+78
|
+3%
|
|
|
125
|
Whittier Trust
South Pasadena,
California
|
$299K
|
–
|
–
|
–
|
|
