|
101
|
American Economic Planning Group
Warren,
New Jersey
|
$297K
|
–
|
–
|
–
|
|
|
102
|
WesBanco Bank
Wheeling,
West Virginia
|
$292K
|
–
|
–
|
–
|
|
|
103
|
BOK Financial Private Wealth
Denver,
Colorado
|
$286K
|
+$285K
|
+5,300
|
New
|
|
|
104
|
Bank of Stockton
Stockton,
California
|
$270K
|
–
|
–
|
–
|
|
|
105
|
Evercore Wealth Management
New York
|
$270K
|
–
|
–
|
–
|
|
|
106
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$267K
|
+$5K
|
+93
|
+2%
|
|
|
107
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$239K
|
-$107K
|
-1,980
|
-31%
|
|
|
108
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$233K
|
+$233K
|
+4,326
|
New
|
|
|
109
|
Koshinski Asset Management
Decatur,
Illinois
|
$209K
|
+$4.14K
|
+77
|
+2%
|
|
|
110
|
Bartlett & Co
Cincinnati,
Ohio
|
$131K
|
+$109K
|
+2,025
|
+513%
|
|
|
111
|
Duncker Streett & Co
St. Louis,
Missouri
|
$113K
|
-$23.7K
|
-440
|
-17%
|
|
|
112
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$113K
|
–
|
–
|
–
|
|
|
113
|
Advisory Services Network
Atlanta,
Georgia
|
$93K
|
+$2.26K
|
+42
|
+2%
|
|
|
114
|
Shamrock Asset Management
Dallas,
Texas
|
$85K
|
-$13.9K
|
-258
|
-14%
|
|
|
115
|
MSI Financial Services
Springfield,
Massachusetts
|
$68K
|
+$58.1K
|
+1,080
|
+571%
|
|
|
116
|
Cribstone Capital Management
Augusta,
Maine
|
$59K
|
–
|
–
|
–
|
|
|
117
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$59K
|
–
|
–
|
–
|
|
|
118
|
Whittier Trust
South Pasadena,
California
|
$57K
|
–
|
–
|
–
|
|
|
119
|
Joel Isaacson & Co
New York
|
$54K
|
–
|
–
|
–
|
|
|
120
|
Creative Planning
Overland Park,
Kansas
|
$40K
|
-$90.5K
|
-1,682
|
-70%
|
|
|
121
|
Blume Capital Management
Berkeley,
California
|
$26K
|
–
|
–
|
–
|
|
|
122
|
Meeder Asset Management
Dublin,
Ohio
|
$19K
|
+$3.12K
|
+58
|
+20%
|
|
|
123
|
Krilogy Financial
St. Louis,
Missouri
|
$16K
|
+$15.8K
|
+294
|
New
|
|
|
124
|
Argentus Capital Management
Dallas,
Texas
|
$15K
|
+$12.9K
|
+239
|
+598%
|
|
|
125
|
Next Financial Group
Houston,
Texas
|
$13K
|
+$4.95K
|
+92
|
+61%
|
|
