|
101
|
Farther Finance Advisors
San Francisco,
California
|
$626K
|
+$139K
|
+2,574
|
+28%
|
|
|
102
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$620K
|
+$650
|
+12
|
+0.1%
|
|
|
103
|
Blue Trust Inc
Alpharetta,
Georgia
|
$566K
|
-$11.5K
|
-213
|
-2%
|
|
|
104
|
Meritas Wealth Management
Larkspur,
California
|
$537K
|
+$552K
|
+10,190
|
New
|
|
|
105
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$531K
|
+$546K
|
+10,073
|
New
|
|
|
106
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$493K
|
-$18.9K
|
-349
|
-4%
|
|
|
107
|
Aveo Capital Partners
Englewood,
Colorado
|
$459K
|
+$1.41K
|
+26
|
+0.3%
|
|
|
108
|
Dopkins Wealth Management
Williamsville,
New York
|
$458K
|
+$40.9K
|
+754
|
+9%
|
|
|
109
|
Truepoint Inc
Cincinnati,
Ohio
|
$433K
|
–
|
–
|
–
|
|
|
110
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$419K
|
-$54.8K
|
-1,012
|
-11%
|
|
|
111
|
Synovus Financial
Columbus,
Georgia
|
$407K
|
-$10.7K
|
-197
|
-2%
|
|
|
112
|
Tranquility Partners
Brentwood,
Tennessee
|
$391K
|
+$134K
|
+2,471
|
+50%
|
|
|
113
|
Stifel Financial
St. Louis,
Missouri
|
$375K
|
+$386K
|
+7,121
|
New
|
|
|
114
|
Cetera Advisor Networks
El Segundo,
California
|
$365K
|
+$24.2K
|
+446
|
+7%
|
|
|
115
|
CRA Financial Services
Northfield,
New Jersey
|
$311K
|
+$105K
|
+1,935
|
+49%
|
|
|
116
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$309K
|
-$78.6K
|
-1,450
|
-20%
|
|
|
117
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$303K
|
+$312K
|
+5,753
|
New
|
|
|
118
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$288K
|
–
|
–
|
–
|
|
|
119
|
Gradient Capital Advisors
San Diego,
California
|
$284K
|
-$15K
|
-277
|
-5%
|
|
|
120
|
Capital Performance Advisors
Walnut Creek,
California
|
$284K
|
–
|
–
|
–
|
|
|
121
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$262K
|
–
|
–
|
–
|
|
|
122
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$260K
|
+$267K
|
+4,929
|
New
|
|
|
123
|
GEM Asset Management
Plymouth,
Michigan
|
$252K
|
+$217
|
+4
|
+0.1%
|
|
|
124
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$244K
|
–
|
–
|
–
|
|
|
125
|
Capasso Planning Partners
Charleston,
South Carolina
|
$231K
|
+$29.8K
|
+550
|
+14%
|
|
