|
101
|
Bouchey Financial Group
Troy,
New York
|
$318K
|
+$149K
|
+1,570
|
+72%
|
|
|
102
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$314K
|
-$41.8K
|
-441
|
-11%
|
|
|
103
|
LifePlan Financial Group
Dayton,
Ohio
|
$308K
|
-$2.75K
|
-29
|
-0.8%
|
|
|
104
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$303K
|
+$23.7K
|
+250
|
+8%
|
|
|
105
|
|
$300K
|
+$336K
|
+3,536
|
New
|
|
|
106
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$284K
|
–
|
–
|
–
|
|
|
107
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$280K
|
+$157K
|
+1,652
|
+100%
|
|
|
108
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$270K
|
-$9.49K
|
-100
|
-3%
|
|
|
109
|
|
$253K
|
+$284K
|
+2,990
|
New
|
|
|
110
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$244K
|
-$45.5K
|
-480
|
-14%
|
|
|
111
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$241K
|
+$28.5K
|
+300
|
+12%
|
|
|
112
|
JOYN Advisors
Atlanta,
Georgia
|
$232K
|
–
|
–
|
–
|
|
|
113
|
Leavell Investment Management
Mobile,
Alabama
|
$225K
|
–
|
–
|
–
|
|
|
114
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$222K
|
+$249K
|
+2,622
|
New
|
|
|
115
|
Gupta Wealth Management
San Diego,
California
|
$211K
|
-$37K
|
-390
|
-14%
|
|
|
116
|
Edelman Financial Services
Fairfax,
Virginia
|
$209K
|
-$79K
|
-832
|
-25%
|
|
|
117
|
Signature Financial Management
Norfolk,
Virginia
|
$206K
|
-$634K
|
-6,685
|
-73%
|
|
|
118
|
KeyBank National Association
Cleveland,
Ohio
|
$200K
|
+$224K
|
+2,360
|
New
|
|
|
119
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$183K
|
-$9.87K
|
-104
|
-5%
|
|
|
120
|
Joel Isaacson & Co
New York
|
$183K
|
–
|
–
|
–
|
|
|
121
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$146K
|
-$9.49K
|
-100
|
-5%
|
|
|
122
|
WFG Advisors
Dallas,
Texas
|
$142K
|
+$65.5K
|
+690
|
+70%
|
|
|
123
|
US Bancorp
Minneapolis,
Minnesota
|
$134K
|
-$31.4K
|
-331
|
-17%
|
|
|
124
|
WhitTier Trust Company
Reno,
Nevada
|
$132K
|
–
|
–
|
–
|
|
|
125
|
First Interstate Bank
Billings,
Montana
|
$121K
|
+$135K
|
+1,426
|
New
|
|
