|
1001
|
9258 Wealth Management
Blue Ash,
Ohio
|
$202K
|
+$181K
|
+1,492
|
New
|
|
|
1002
|
Fort Point Capital Partners
San Francisco,
California
|
$201K
|
-$42.3K
|
-349
|
-19%
|
|
|
1003
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$200K
|
-$5.33K
|
-44
|
-3%
|
|
|
1004
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$200K
|
-$4.24K
|
-35
|
-2%
|
|
|
1005
|
O'Dell Group
Cincinnati,
Ohio
|
$179K
|
+$13.4K
|
+111
|
+9%
|
|
|
1006
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$177K
|
+$127K
|
+1,048
|
+403%
|
|
|
1007
|
Kings Point Capital Management
Great Neck,
New York
|
$176K
|
–
|
–
|
–
|
|
|
1008
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$168K
|
+$150K
|
+1,241
|
New
|
|
|
1009
|
Washington Trust
Westerly,
Rhode Island
|
$165K
|
+$121
|
+1
|
+0.1%
|
|
|
1010
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$160K
|
+$4.12K
|
+34
|
+3%
|
|
|
1011
|
Sandy Spring Bank
Olney,
Maryland
|
$159K
|
+$35.5K
|
+293
|
+33%
|
|
|
1012
|
Larson Financial Group
St Louis,
Missouri
|
$157K
|
+$40.3K
|
+333
|
+40%
|
|
|
1013
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$156K
|
+$116K
|
+955
|
+490%
|
|
|
1014
|
PSI Advisors
Tampa,
Florida
|
$153K
|
+$15.7K
|
+130
|
+13%
|
|
|
1015
|
RBC Europe
London,
United Kingdom
|
$150K
|
–
|
–
|
–
|
|
|
1016
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$145K
|
+$130K
|
+1,072
|
New
|
|
|
1017
|
Huntington National Bank
Columbus,
Ohio
|
$143K
|
+$22.9K
|
+189
|
+22%
|
|
|
1018
|
American National Bank & Trust
Wichita Falls,
Texas
|
$138K
|
-$29.4K
|
-243
|
-19%
|
|
|
1019
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$137K
|
–
|
–
|
–
|
|
|
1020
|
Crewe Advisors
Salt Lake City,
Utah
|
$136K
|
–
|
–
|
–
|
|
|
1021
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$136K
|
–
|
–
|
–
|
|
|
1022
|
Tradition Wealth Management
Edina,
Minnesota
|
$132K
|
-$58.6K
|
-484
|
-33%
|
|
|
1023
|
Cambridge Trust
Cambridge,
Massachusetts
|
$131K
|
-$22.9K
|
-189
|
-16%
|
|
|
1024
|
Glassman Wealth Services
Vienna,
Virginia
|
$131K
|
+$2.3K
|
+19
|
+2%
|
|
|
1025
|
M&R Capital Management
Summit,
New Jersey
|
$122K
|
-$427K
|
-3,523
|
-80%
|
|
