|
101
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.37M
|
+$62.2K
|
+398
|
+5%
|
|
|
102
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$1.34M
|
+$3.12K
|
+20
|
+0.2%
|
|
|
103
|
Equitable Holdings
New York
|
$1.34M
|
+$7.03K
|
+45
|
+0.5%
|
|
|
104
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.32M
|
-$62.5K
|
-400
|
-4%
|
|
|
105
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$1.28M
|
+$57.8K
|
+370
|
+4%
|
|
|
106
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.23M
|
-$158K
|
-1,011
|
-11%
|
|
|
107
|
Evercore Wealth Management
New York
|
$1.18M
|
+$1.24M
|
+7,960
|
New
|
|
|
108
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.18M
|
-$126K
|
-806
|
-9%
|
|
|
109
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$1.18M
|
+$4.53K
|
+29
|
+0.4%
|
|
|
110
|
RFG Advisory
Birmingham,
Alabama
|
$1.17M
|
-$4.06K
|
-26
|
-0.3%
|
|
|
111
|
Von Berge Wealth Management Group
San Diego,
California
|
$1.04M
|
+$312
|
+2
|
+0%
|
|
|
112
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.04M
|
-$9.37K
|
-60
|
-0.9%
|
|
|
113
|
Summit Trail Advisors
New York
|
$1.03M
|
–
|
–
|
–
|
|
|
114
|
Zhang Financial
Portage,
Michigan
|
$1.03M
|
+$1.08M
|
+6,922
|
New
|
|
|
115
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.01M
|
+$82K
|
+525
|
+8%
|
|
|
116
|
Renaissance Technologies
New York
|
$996K
|
-$344K
|
-2,200
|
-25%
|
|
|
117
|
Encompass Wealth Advisors
Portland,
Oregon
|
$990K
|
+$359K
|
+2,297
|
+53%
|
|
|
118
|
Evergreen Capital Management
Bellevue,
Washington
|
$984K
|
–
|
–
|
–
|
|
|
119
|
Insight 2811 Inc
Chicago,
Illinois
|
$975K
|
+$8.9K
|
+57
|
+0.9%
|
|
|
120
|
KWB Wealth
Redlands,
California
|
$975K
|
–
|
–
|
–
|
|
|
121
|
United Capital Financial Advisors
Irving,
Texas
|
$951K
|
-$120K
|
-770
|
-11%
|
|
|
122
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$937K
|
+$484K
|
+3,100
|
+97%
|
|
|
123
|
Comerica Securities
Detroit,
Michigan
|
$936K
|
-$5.93K
|
-38
|
-0.6%
|
|
|
124
|
Fidelity Investments
Boston,
Massachusetts
|
$935K
|
+$218K
|
+1,398
|
+29%
|
|
|
125
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$933K
|
–
|
–
|
–
|
|
