|
101
|
Westmount Partners
Los Angeles,
California
|
$208K
|
–
|
–
|
–
|
|
|
102
|
PGIM Custom Harvest
Newark,
New Jersey
|
$206K
|
–
|
–
|
–
|
|
|
103
|
WesBanco Bank
Wheeling,
West Virginia
|
$206K
|
–
|
–
|
–
|
|
|
104
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$205K
|
–
|
–
|
–
|
|
|
105
|
Washington Trust
Westerly,
Rhode Island
|
$203K
|
–
|
–
|
–
|
|
|
106
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$202K
|
+$204K
|
+1,000
|
New
|
|
|
107
|
Fortitude Family Office
Scottsdale,
Arizona
|
$202K
|
+$204K
|
+1,000
|
New
|
|
|
108
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$202K
|
+$204K
|
+1,000
|
New
|
|
|
109
|
Sandy Spring Bank
Olney,
Maryland
|
$192K
|
–
|
–
|
–
|
|
|
110
|
Jones Financial Companies
Des Peres,
Missouri
|
$191K
|
+$34.5K
|
+169
|
+22%
|
|
|
111
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$185K
|
–
|
–
|
–
|
|
|
112
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$169K
|
+$612
|
+3
|
+0.4%
|
|
|
113
|
GeoWealth Management
Chicago,
Illinois
|
$161K
|
+$24.7K
|
+121
|
+18%
|
|
|
114
|
Activest Wealth Management
Aventure,
Florida
|
$121K
|
+$123K
|
+602
|
New
|
|
|
115
|
Richard W. Paul & Associates
Novi,
Michigan
|
$111K
|
–
|
–
|
–
|
|
|
116
|
MAI Capital Management
Independence,
Ohio
|
$92K
|
+$93.1K
|
+456
|
New
|
|
|
117
|
Avior Wealth Management
Omaha,
Nebraska
|
$89K
|
+$89.8K
|
+440
|
New
|
|
|
118
|
McIlrath & Eck
Arlington,
Washington
|
$85.8K
|
–
|
–
|
–
|
|
|
119
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$80.7K
|
+$81.6K
|
+400
|
New
|
|
|
120
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$70.6K
|
–
|
–
|
–
|
|
|
121
|
Creative Financial Designs
Kokomo,
Indiana
|
$61.8K
|
–
|
–
|
–
|
|
|
122
|
TD Private Client Wealth
New York
|
$60.5K
|
–
|
–
|
–
|
|
|
123
|
Wintrust Investments
Chicago,
Illinois
|
$55K
|
+$28.6K
|
+140
|
+13%
|
|
|
124
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$53.5K
|
+$50.4K
|
+247
|
New
|
|
|
125
|
Comerica Bank
Dallas,
Texas
|
$51.7K
|
-$40.8K
|
-200
|
-44%
|
|
