|
76
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$292K
|
-$327K
|
-10,545
|
-54%
|
|
|
77
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$285K
|
+$50.6K
|
+1,635
|
+23%
|
|
|
78
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$269K
|
+$34.6K
|
+1,116
|
+15%
|
|
|
79
|
PDS Planning
Dublin,
Ohio
|
$260K
|
–
|
–
|
–
|
|
|
80
|
Apeiron RIA
Dallas,
Texas
|
$239K
|
+$16.6K
|
+536
|
+8%
|
|
|
81
|
AllianceBernstein
Nashville,
Tennessee
|
$227K
|
-$538K
|
-17,366
|
-71%
|
|
|
82
|
Congress Wealth Management
Boston,
Massachusetts
|
$222K
|
-$410K
|
-13,242
|
-66%
|
|
|
83
|
Bessemer Group
Woodbridge,
New Jersey
|
$220K
|
–
|
–
|
–
|
|
|
84
|
Colony Family Offices
Charlotte,
North Carolina
|
$209K
|
+$1.02K
|
+33
|
+0.5%
|
|
|
85
|
Clear Investment Research
Alpharetta,
Georgia
|
$174K
|
+$7.15K
|
+231
|
+4%
|
|
|
86
|
Osaic Holdings
Scottsdale,
Arizona
|
$112K
|
-$19.1K
|
-618
|
-15%
|
|
|
87
|
Bank of America
Charlotte,
North Carolina
|
$111K
|
–
|
–
|
–
|
|
|
88
|
UMB Bank
Kansas City,
Missouri
|
$111K
|
–
|
–
|
–
|
|
|
89
|
UBS Group
Zurich,
Switzerland
|
$86.4K
|
-$2.5M
|
-80,595
|
-97%
|
|
|
90
|
Parallel Advisors
San Francisco,
California
|
$77.9K
|
+$2.69K
|
+87
|
+4%
|
|
|
91
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$77.3K
|
–
|
–
|
–
|
|
|
92
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$58.3K
|
-$2.37M
|
-76,462
|
-98%
|
|
|
93
|
Caitlin John
Brighton,
Michigan
|
$48.6K
|
–
|
–
|
–
|
|
|
94
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$36.9K
|
–
|
–
|
–
|
|
|
95
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$34K
|
+$32.7K
|
+1,056
|
New
|
|
|
96
|
Wells Fargo
San Francisco,
California
|
$28.3K
|
+$27.2K
|
+878
|
New
|
|
|
97
|
Valued Wealth Advisors
Holladay,
Utah
|
$25.6K
|
–
|
–
|
–
|
|
|
98
|
PSI Advisors
Tampa,
Florida
|
$24.9K
|
–
|
–
|
–
|
|
|
99
|
Belmont Capital
Los Angeles,
California
|
$24.1K
|
–
|
–
|
–
|
|
|
100
|
Continuum Advisory
Eagle,
Idaho
|
$18.7K
|
–
|
–
|
–
|
|
