|
176
|
Fidelity Investments
Boston,
Massachusetts
|
$7.49M
|
+$667K
|
+12,707
|
+10%
|
|
|
177
|
Abacus Wealth Partners
Santa Monica,
California
|
$7.39M
|
-$53K
|
-1,009
|
-0.7%
|
|
|
178
|
Kooman & Associates
Altoona,
Pennsylvania
|
$7.38M
|
-$17.6M
|
-335,212
|
-71%
|
|
|
179
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$7.33M
|
-$134K
|
-2,554
|
-2%
|
|
|
180
|
Addison Advisors
Middlebury,
Vermont
|
$7.3M
|
-$7.4M
|
-140,886
|
-51%
|
|
|
181
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7.25M
|
-$1.06M
|
-20,134
|
-13%
|
|
|
182
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.24M
|
-$211K
|
-4,020
|
-3%
|
|
|
183
|
HUB Investment Partners
Austin,
Texas
|
$7.22M
|
+$194K
|
+3,704
|
+3%
|
|
|
184
|
EnRich Financial Partners
Madison,
Wisconsin
|
$7.16M
|
-$74.9K
|
-1,426
|
-1%
|
|
|
185
|
LAM Group
Lake Oswego,
Oregon
|
$7.12M
|
+$473
|
+9
|
+0%
|
|
|
186
|
Builder Investment Group
Atlanta,
Georgia
|
$7.01M
|
–
|
–
|
–
|
|
|
187
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7M
|
-$58.5K
|
-1,114
|
-0.9%
|
|
|
188
|
BOK Financial Private Wealth
Denver,
Colorado
|
$6.93M
|
+$97.3K
|
+1,854
|
+1%
|
|
|
189
|
GEM Asset Management
Plymouth,
Michigan
|
$6.9M
|
-$110K
|
-2,094
|
-2%
|
|
|
190
|
Annandale Capital
Dallas,
Texas
|
$6.89M
|
+$3.31K
|
+63
|
+0.1%
|
|
|
191
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.89M
|
+$31.5K
|
+599
|
+0.5%
|
|
|
192
|
Gradient Capital Advisors
San Diego,
California
|
$6.87M
|
-$58.3K
|
-1,110
|
-0.9%
|
|
|
193
|
Shearwater Capital
Denver,
Colorado
|
$6.78M
|
-$516K
|
-9,821
|
-7%
|
|
|
194
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$6.78M
|
–
|
–
|
–
|
|
|
195
|
WNY Asset Management
Williamsville,
New York
|
$6.72M
|
-$18.6K
|
-355
|
-0.3%
|
|
|
196
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$6.59M
|
-$3.62M
|
-68,901
|
-37%
|
|
|
197
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.53M
|
+$20.8K
|
+396
|
+0.3%
|
|
|
198
|
Forteris Wealth Management
Armonk,
New York
|
$6.45M
|
+$788
|
+15
|
+0%
|
|
|
199
|
PFG Advisors
Phoenix,
Arizona
|
$6.41M
|
-$7.88K
|
-150
|
-0.1%
|
|
|
200
|
Colorado Capital Management
Boulder,
Colorado
|
$6.23M
|
-$728K
|
-13,861
|
-11%
|
|
