|
101
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$89.5K
|
+$89.5K
|
+819
|
New
|
|
|
102
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$85.9K
|
-$1.75K
|
-16
|
-2%
|
|
|
103
|
Rockefeller Capital Management
New York
|
$74K
|
+$31.2K
|
+285
|
+73%
|
|
|
104
|
Anchor Bay Capital
Carlsbad,
California
|
$55.3K
|
+$55.7K
|
+510
|
New
|
|
|
105
|
D.J. St. Germain
Springfield,
Massachusetts
|
$51.9K
|
–
|
–
|
–
|
|
|
106
|
Whittier Trust
South Pasadena,
California
|
$48.1K
|
–
|
–
|
–
|
|
|
107
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$38.2K
|
–
|
–
|
–
|
|
|
108
|
Fidelity Investments
Boston,
Massachusetts
|
$29.5K
|
+$9.07K
|
+83
|
+44%
|
|
|
109
|
Tompkins Financial
Ithaca,
New York
|
$26.8K
|
+$26.8K
|
+245
|
New
|
|
|
110
|
AssetMark Inc
Concord,
California
|
$25.1K
|
+$20.1K
|
+184
|
+400%
|
|
|
111
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$22.9K
|
–
|
–
|
–
|
|
|
112
|
Rogco LP
Claremore,
Oklahoma
|
$16.7K
|
+$16.7K
|
+153
|
New
|
|
|
113
|
Park Place Capital
Homewood,
Alabama
|
$16.3K
|
–
|
–
|
–
|
|
|
114
|
Farther Finance Advisors
San Francisco,
California
|
$13.7K
|
–
|
–
|
–
|
|
|
115
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$12.7K
|
+$12.7K
|
+116
|
New
|
|
|
116
|
AE Wealth Management
Topeka,
Kansas
|
$12K
|
-$4.15K
|
-38
|
-26%
|
|
|
117
|
Parallel Advisors
San Francisco,
California
|
$10.9K
|
–
|
–
|
–
|
|
|
118
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$10.7K
|
–
|
–
|
–
|
|
|
119
|
Physician Wealth Advisors
Midvale,
Utah
|
$10.7K
|
–
|
–
|
–
|
|
|
120
|
LRI Investments
Palm Beach Gardens,
Florida
|
$9.29K
|
–
|
–
|
–
|
|
|
121
|
Bogart Wealth LLC
Mclean,
Virginia
|
$7.21K
|
–
|
–
|
–
|
|
|
122
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$7.1K
|
–
|
–
|
–
|
|
|
123
|
Clean Yield Group
Norwich,
Vermont
|
$6.67K
|
-$10.9K
|
-100
|
-62%
|
|
|
124
|
Axiom Investment Management
New York
|
$6.56K
|
–
|
–
|
–
|
|
|
125
|
International Assets Investment Management
Orlando,
Florida
|
$6.53K
|
–
|
–
|
–
|
|
