|
201
|
Chevy Chase Trust
Bethesda,
Maryland
|
$209K
|
–
|
–
|
–
|
|
|
202
|
Foster Group
West Des Moines,
Iowa
|
$205K
|
–
|
–
|
–
|
|
|
203
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$202K
|
-$122K
|
-4,928
|
-36%
|
|
|
204
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$202K
|
+$214K
|
+8,660
|
New
|
|
|
205
|
UMB Bank
Kansas City,
Missouri
|
$166K
|
+$7.38K
|
+298
|
+4%
|
|
|
206
|
Blue Trust Inc
Alpharetta,
Georgia
|
$155K
|
+$37.8K
|
+1,527
|
+30%
|
|
|
207
|
Frazier Financial Advisors
Columbus,
Ohio
|
$136K
|
–
|
–
|
–
|
|
|
208
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$119K
|
+$127K
|
+5,130
|
New
|
|
|
209
|
Aspect Partners
Fairfax,
Virginia
|
$115K
|
–
|
–
|
–
|
|
|
210
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$111K
|
+$107K
|
+4,327
|
+937%
|
|
|
211
|
Farther Finance Advisors
San Francisco,
California
|
$109K
|
-$47.8K
|
-1,930
|
-29%
|
|
|
212
|
Blume Capital Management
Berkeley,
California
|
$107K
|
+$1.86K
|
+75
|
+2%
|
|
|
213
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$106K
|
–
|
–
|
–
|
|
|
214
|
McIlrath & Eck
Arlington,
Washington
|
$98.1K
|
–
|
–
|
–
|
|
|
215
|
|
$70.9K
|
-$966
|
-39
|
-1%
|
|
|
216
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$66.7K
|
+$71K
|
+2,867
|
New
|
|
|
217
|
Advisornet Financial
Minnetonka,
Minnesota
|
$46K
|
-$13.1K
|
-529
|
-21%
|
|
|
218
|
Bogart Wealth LLC
Mclean,
Virginia
|
$39.5K
|
–
|
–
|
–
|
|
|
219
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$36.7K
|
+$39.1K
|
+1,579
|
New
|
|
|
220
|
Rialto Wealth Management
Syracuse,
New York
|
$31.8K
|
+$33.8K
|
+1,366
|
New
|
|
|
221
|
Comerica Bank
Dallas,
Texas
|
$27.4K
|
–
|
–
|
–
|
|
|
222
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$25.2K
|
+$26.9K
|
+1,085
|
New
|
|
|
223
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$25K
|
+$3.1K
|
+125
|
+13%
|
|
|
224
|
Orion Capital Management
Coronado,
California
|
$19.1K
|
+$20.4K
|
+823
|
New
|
|
|
225
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$15.9K
|
+$16.9K
|
+683
|
New
|
|
