|
101
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$228K
|
–
|
–
|
–
|
|
|
102
|
Affinity Wealth Management
Wilmington,
Delaware
|
$220K
|
–
|
–
|
–
|
|
|
103
|
Highwater Wealth Management
Glendale,
Colorado
|
$214K
|
+$209K
|
+4,604
|
New
|
|
|
104
|
Community Financial Services Group
Newport,
Vermont
|
$210K
|
+$206K
|
+4,530
|
New
|
|
|
105
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$208K
|
+$203K
|
+4,470
|
New
|
|
|
106
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$207K
|
+$637
|
+14
|
+0.3%
|
|
|
107
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$204K
|
–
|
–
|
–
|
|
|
108
|
WhitTier Trust Company
Reno,
Nevada
|
$196K
|
–
|
–
|
–
|
|
|
109
|
Acropolis Investment Management
St. Louis,
Missouri
|
$178K
|
+$21.8K
|
+480
|
+14%
|
|
|
110
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$174K
|
+$9.1K
|
+200
|
+6%
|
|
|
111
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$166K
|
-$13.9K
|
-306
|
-8%
|
|
|
112
|
Landaas & Company
Milwaukee,
Wisconsin
|
$159K
|
+$156K
|
+3,428
|
New
|
|
|
113
|
Blume Capital Management
Berkeley,
California
|
$156K
|
–
|
–
|
–
|
|
|
114
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$146K
|
–
|
–
|
–
|
|
|
115
|
Howe & Rusling
Rochester,
New York
|
$142K
|
-$6.37K
|
-140
|
-4%
|
|
|
116
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$137K
|
–
|
–
|
–
|
|
|
117
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$136K
|
–
|
–
|
–
|
|
|
118
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$123K
|
–
|
–
|
–
|
|
|
119
|
Evercore Wealth Management
New York
|
$110K
|
+$75.9K
|
+1,668
|
+239%
|
|
|
120
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$109K
|
-$6.37K
|
-140
|
-6%
|
|
|
121
|
Vigilant Capital Management
Portland,
Maine
|
$101K
|
+$99.5K
|
+2,186
|
New
|
|
|
122
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$89K
|
-$5.82K
|
-128
|
-6%
|
|
|
123
|
Bristlecone Advisors
Bellevue,
Washington
|
$88K
|
+$86K
|
+1,890
|
New
|
|
|
124
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$83K
|
+$77.4K
|
+1,700
|
New
|
|
|
125
|
Westside Investment Management
Santa Monica,
California
|
$75.2K
|
–
|
–
|
–
|
|
