|
301
|
Litman Gregory Wealth Management
Larkspur,
California
|
$138K
|
–
|
–
|
–
|
|
|
302
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$105K
|
-$61.5K
|
-548
|
-38%
|
|
|
303
|
Rockefeller Capital Management
New York
|
$103K
|
+$99.8K
|
+889
|
New
|
|
|
304
|
|
$96K
|
+$9.09K
|
+81
|
+11%
|
|
|
305
|
Parallel Advisors
San Francisco,
California
|
$95K
|
+$24.8K
|
+221
|
+37%
|
|
|
306
|
Advisornet Financial
Minnetonka,
Minnesota
|
$90K
|
–
|
–
|
–
|
|
|
307
|
Aspire Private Capital
Cornelius,
North Carolina
|
$87K
|
+$13.8K
|
+123
|
+20%
|
|
|
308
|
Gradient Investments
Arden Hills,
Minnesota
|
$86K
|
–
|
–
|
–
|
|
|
309
|
Glassman Wealth Services
Vienna,
Virginia
|
$82K
|
–
|
–
|
–
|
|
|
310
|
Salomon & Ludwin
Richmond,
Virginia
|
$78K
|
+$76.1K
|
+678
|
New
|
|
|
311
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$76K
|
+$74.1K
|
+660
|
New
|
|
|
312
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$74K
|
–
|
–
|
–
|
|
|
313
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$74K
|
+$71.7K
|
+639
|
New
|
|
|
314
|
Central Trust Company
Jefferson City,
Missouri
|
$69K
|
–
|
–
|
–
|
|
|
315
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$68K
|
-$2.92K
|
-26
|
-4%
|
|
|
316
|
Regions Financial Corp
Birmingham,
Alabama
|
$61K
|
-$1.79K
|
-16
|
-3%
|
|
|
317
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$60K
|
–
|
–
|
–
|
|
|
318
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$56K
|
–
|
–
|
–
|
|
|
319
|
Ironwood Financial
Tucson,
Arizona
|
$56K
|
–
|
–
|
–
|
|
|
320
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$54K
|
–
|
–
|
–
|
|
|
321
|
First Horizon Advisors
Memphis,
Tennessee
|
$53K
|
+$51.8K
|
+462
|
New
|
|
|
322
|
Valeo Financial Advisors
Carmel,
Indiana
|
$52K
|
-$2.69K
|
-24
|
-5%
|
|
|
323
|
Focused Wealth Management
Newburgh,
New York
|
$49K
|
–
|
–
|
–
|
|
|
324
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$48K
|
–
|
–
|
–
|
|
|
325
|
Weaver Consulting Group
Huntington Beach,
California
|
$47K
|
+$44.9K
|
+400
|
New
|
|
