|
2101
|
PUREfi Wealth
Boston,
Massachusetts
|
$75.2万
|
+$23.3万
|
+3,342
|
+46%
|
|
|
2102
|
Integral Investment Advisors
Turlock,
California
|
$74.9万
|
-$10.4万
|
-1,500
|
-12%
|
|
|
2103
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$74.9万
|
–
|
–
|
–
|
|
|
2104
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$74.9万
|
-$27.7万
|
-3,981
|
-27%
|
|
|
2105
|
Sherman Asset Management
Ventura,
California
|
$74.6万
|
-$70
|
-1
|
-0%
|
|
|
2106
|
W Advisors LLC
Germantown,
Tennessee
|
$74.4万
|
+$7,035
|
+101
|
+1%
|
|
|
2107
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$74.2万
|
–
|
–
|
–
|
|
|
2108
|
Lincoln Capital
Lincoln,
Nebraska
|
$74.2万
|
+$4.6万
|
+661
|
+7%
|
|
|
2109
|
Addison Capital
Conshohocken,
Pennsylvania
|
$74.1万
|
-$29.6万
|
-4,243
|
-29%
|
|
|
2110
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$74.1万
|
–
|
–
|
–
|
|
|
2111
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$73.7万
|
–
|
–
|
–
|
|
|
2112
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$73.7万
|
+$6.19万
|
+888
|
+9%
|
|
|
2113
|
Serenity Investment Advisors
Chicago,
Illinois
|
$73.6万
|
+$1.2万
|
+172
|
+2%
|
|
|
2114
|
Sierra Ocean
Ripon,
California
|
$73.1万
|
–
|
–
|
–
|
|
|
2115
|
Edgestream Partners
Princeton,
New Jersey
|
$73.1万
|
+$31万
|
+4,457
|
+77%
|
|
|
2116
|
Colter Lewis Investment Partners
Greenwich,
Connecticut
|
$73万
|
+$23.9万
|
+3,436
|
+50%
|
|
|
2117
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$72.6万
|
-$2,995
|
-43
|
-0.4%
|
|
|
2118
|
Denver PWM
Denver,
Colorado
|
$72.6万
|
–
|
–
|
–
|
|
|
2119
|
MBL Wealth
Charlotte,
North Carolina
|
$72.5万
|
+$9,682
|
+139
|
+1%
|
|
|
2120
|
PGIM Custom Harvest
Newark,
New Jersey
|
$72.5万
|
+$12万
|
+1,724
|
+20%
|
|
|
2121
|
Van Den Berg Management I
Austin,
Texas
|
$72.4万
|
-$3.41万
|
-489
|
-5%
|
|
|
2122
|
Guardian Financial Partners
Orange,
California
|
$72.2万
|
-$3.02万
|
-433
|
-4%
|
|
|
2123
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$72万
|
+$4.33万
|
+622
|
+7%
|
|
|
2124
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$72万
|
–
|
–
|
–
|
|
|
2125
|
Planned Solutions
Folsom,
California
|
$71.8万
|
+$19.6万
|
+2,817
|
+39%
|
|
