|
126
|
Wealth Architects
Mountain View,
California
|
$237K
|
-$1.9K
|
-63
|
-0.8%
|
|
|
127
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$235K
|
–
|
–
|
–
|
|
|
128
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$235K
|
–
|
–
|
–
|
|
|
129
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$230K
|
–
|
–
|
–
|
|
|
130
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$229K
|
–
|
–
|
–
|
|
|
131
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$212K
|
-$27.8K
|
-923
|
-12%
|
|
|
132
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$211K
|
–
|
–
|
–
|
|
|
133
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$210K
|
-$33.4K
|
-1,110
|
-14%
|
|
|
134
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$208K
|
-$7.23K
|
-240
|
-3%
|
|
|
135
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$185K
|
–
|
–
|
–
|
|
|
136
|
Washington Trust
Westerly,
Rhode Island
|
$173K
|
–
|
–
|
–
|
|
|
137
|
WhitTier Trust Company
Reno,
Nevada
|
$173K
|
–
|
–
|
–
|
|
|
138
|
Bison Wealth
Atlanta,
Georgia
|
$167K
|
+$166K
|
+5,518
|
New
|
|
|
139
|
Harbour Investments
Madison,
Wisconsin
|
$157K
|
+$117K
|
+3,875
|
+293%
|
|
|
140
|
Fidelity Investments
Boston,
Massachusetts
|
$122K
|
+$91.8K
|
+3,049
|
+309%
|
|
|
141
|
Global Retirement Partners
San Rafael,
California
|
$121K
|
+$118K
|
+3,911
|
+3,911%
|
|
|
142
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$109K
|
+$1.11K
|
+37
|
+1%
|
|
|
143
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$97K
|
–
|
–
|
–
|
|
|
144
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$96K
|
-$9.04K
|
-300
|
-9%
|
|
|
145
|
Rockefeller Capital Management
New York
|
$96K
|
+$32.3K
|
+1,074
|
+51%
|
|
|
146
|
American Portfolios Advisors
Holbrook,
New York
|
$94.6K
|
–
|
–
|
–
|
|
|
147
|
Rockbridge Investment Management
Syracuse,
New York
|
$93K
|
–
|
–
|
–
|
|
|
148
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$92K
|
-$418K
|
-13,878
|
-82%
|
|
|
149
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$92K
|
–
|
–
|
–
|
|
|
150
|
Steward Partners Investment Advisory
New York
|
$91K
|
-$122K
|
-4,042
|
-57%
|
|
