|
101
|
O'Rourke & Company
Boston,
Massachusetts
|
$510K
|
–
|
–
|
–
|
|
|
102
|
McDonald Partners
Cleveland,
Ohio
|
$486K
|
-$4.57K
|
-50
|
-0.9%
|
|
|
103
|
Modera Wealth Management
Westwood,
New Jersey
|
$481K
|
+$516K
|
+5,652
|
New
|
|
|
104
|
Avantax Advisory Services
Dallas,
Texas
|
$470K
|
+$145K
|
+1,592
|
+40%
|
|
|
105
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$449K
|
-$66.9K
|
-732
|
-12%
|
|
|
106
|
First National Bank of Omaha
Omaha,
Nebraska
|
$435K
|
–
|
–
|
–
|
|
|
107
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$413K
|
–
|
–
|
–
|
|
|
108
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$402K
|
-$616K
|
-6,738
|
-59%
|
|
|
109
|
|
$398K
|
+$4.38K
|
+48
|
+1%
|
|
|
110
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$384K
|
+$1.1K
|
+12
|
+0.3%
|
|
|
111
|
Merit Financial Group
Alpharetta,
Georgia
|
$380K
|
+$79.8K
|
+874
|
+24%
|
|
|
112
|
Simon Quick Advisors
Morristown,
New Jersey
|
$377K
|
+$368K
|
+4,030
|
New
|
|
|
113
|
Affiance Financial
St. Louis Park,
Minnesota
|
$376K
|
–
|
–
|
–
|
|
|
114
|
KerberRose Wealth Management
Shawano,
Wisconsin
|
$370K
|
+$397K
|
+4,348
|
New
|
|
|
115
|
Cahill Financial Advisors
Edina,
Minnesota
|
$349K
|
–
|
–
|
–
|
|
|
116
|
Executive Wealth Management
Brighton,
Michigan
|
$343K
|
+$4.57K
|
+50
|
+1%
|
|
|
117
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$341K
|
+$51K
|
+558
|
+16%
|
|
|
118
|
Smith, Moore & Co
Clayton,
Missouri
|
$340K
|
-$41.8K
|
-458
|
-10%
|
|
|
119
|
Synovus Financial
Columbus,
Georgia
|
$332K
|
–
|
–
|
–
|
|
|
120
|
Eaton Vance Management
Boston,
Massachusetts
|
$323K
|
+$4.2K
|
+46
|
+1%
|
|
|
121
|
Wealthspire Advisors (New York)
New York
|
$318K
|
–
|
–
|
–
|
|
|
122
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$317K
|
-$96.5K
|
-1,056
|
-22%
|
|
|
123
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$313K
|
+$336K
|
+3,676
|
New
|
|
|
124
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$308K
|
–
|
–
|
–
|
|
|
125
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$306K
|
+$74.4K
|
+814
|
+29%
|
|
