|
126
|
Cambridge Trust
Cambridge,
Massachusetts
|
$251K
|
-$2.81K
|
-94
|
-1%
|
|
|
127
|
Bigelow Investment Advisors
Portland,
Maine
|
$243K
|
+$8.96K
|
+300
|
+4%
|
|
|
128
|
SNS Financial Group
Minneapolis,
Minnesota
|
$228K
|
–
|
–
|
–
|
|
|
129
|
Wealth Architects
Mountain View,
California
|
$227K
|
–
|
–
|
–
|
|
|
130
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$226K
|
–
|
–
|
–
|
|
|
131
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$225K
|
–
|
–
|
–
|
|
|
132
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$225K
|
+$232K
|
+7,759
|
New
|
|
|
133
|
Capital Research Global Investors
Los Angeles,
California
|
$223K
|
+$230K
|
+7,686
|
New
|
|
|
134
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
135
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$219K
|
–
|
–
|
–
|
|
|
136
|
Koshinski Asset Management
Decatur,
Illinois
|
$215K
|
+$222K
|
+7,437
|
New
|
|
|
137
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$214K
|
-$112K
|
-3,750
|
-34%
|
|
|
138
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$203K
|
-$46.9K
|
-1,570
|
-18%
|
|
|
139
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$202K
|
-$1.2K
|
-40
|
-0.6%
|
|
|
140
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$202K
|
–
|
–
|
–
|
|
|
141
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$201K
|
–
|
–
|
–
|
|
|
142
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$178K
|
–
|
–
|
–
|
|
|
143
|
Washington Trust
Westerly,
Rhode Island
|
$166K
|
–
|
–
|
–
|
|
|
144
|
WhitTier Trust Company
Reno,
Nevada
|
$166K
|
–
|
–
|
–
|
|
|
145
|
Bison Wealth
Atlanta,
Georgia
|
$160K
|
–
|
–
|
–
|
|
|
146
|
Harbour Investments
Madison,
Wisconsin
|
$151K
|
–
|
–
|
–
|
|
|
147
|
Rockefeller Capital Management
New York
|
$132K
|
+$41.3K
|
+1,382
|
+43%
|
|
|
148
|
Fidelity Investments
Boston,
Massachusetts
|
$130K
|
+$13.8K
|
+462
|
+11%
|
|
|
149
|
Global Retirement Partners
San Rafael,
California
|
$121K
|
+$4.87K
|
+163
|
+4%
|
|
|
150
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$92K
|
–
|
–
|
–
|
|
