|
101
|
Concert Wealth Management
San Jose,
California
|
$233K
|
+$500
|
+5
|
+0.2%
|
|
|
102
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$229K
|
-$10.6K
|
-106
|
-5%
|
|
|
103
|
Cabot Wealth Management
Salem,
Massachusetts
|
$228K
|
+$212K
|
+2,117
|
New
|
|
|
104
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$227K
|
-$11K
|
-110
|
-5%
|
|
|
105
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$221K
|
–
|
–
|
–
|
|
|
106
|
Cue Advisory Services
Phoenix,
Arizona
|
$210K
|
-$82.4K
|
-825
|
-30%
|
|
|
107
|
Versant Capital Management
Phoenix,
Arizona
|
$201K
|
-$24.7K
|
-247
|
-12%
|
|
|
108
|
Cutler Group
San Francisco,
California
|
$169K
|
+$99.9K
|
+1,000
|
+175%
|
|
|
109
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$140K
|
+$20.4K
|
+204
|
+19%
|
|
|
110
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$124K
|
+$70.4K
|
+705
|
+157%
|
|
|
111
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$122K
|
-$26.3K
|
-263
|
-19%
|
|
|
112
|
|
$118K
|
–
|
–
|
–
|
|
|
113
|
Schroder Investment Management Group
London,
United Kingdom
|
$118K
|
–
|
–
|
–
|
|
|
114
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$114K
|
-$15.5K
|
-155
|
Closed
|
|
|
115
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$114K
|
+$106K
|
+1,058
|
New
|
|
|
116
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$110K
|
–
|
–
|
–
|
|
|
117
|
First Horizon Advisors
Memphis,
Tennessee
|
$109K
|
-$5.2K
|
-52
|
-5%
|
|
|
118
|
Tortoise Investment Management
White Plains,
New York
|
$108K
|
–
|
–
|
–
|
|
|
119
|
Whittier Trust
South Pasadena,
California
|
$108K
|
–
|
–
|
–
|
|
|
120
|
WFG Advisors
Dallas,
Texas
|
$100K
|
-$44.8K
|
-448
|
-33%
|
|
|
121
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$99.5K
|
+$55.5K
|
+555
|
+150%
|
|
|
122
|
TD Ameritrade Trust
Denver,
Colorado
|
$99K
|
-$11.5K
|
-115
|
-11%
|
|
|
123
|
US Bancorp
Minneapolis,
Minnesota
|
$90K
|
-$17.9K
|
-179
|
-18%
|
|
|
124
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$74K
|
+$400
|
+4
|
+0.6%
|
|
|
125
|
D.A. Davidson & Co
Great Falls,
Montana
|
$73K
|
+$20K
|
+200
|
+41%
|
|
