|
126
|
Institute for Wealth Management
Denver,
Colorado
|
$1.58M
|
-$148K
|
-2,065
|
-9%
|
|
|
127
|
Vicus Capital
State College,
Pennsylvania
|
$1.54M
|
+$98.8K
|
+1,374
|
+7%
|
|
|
128
|
|
$1.49M
|
-$2.25M
|
-31,361
|
-60%
|
|
|
129
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.47M
|
-$117K
|
-1,627
|
-7%
|
|
|
130
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.47M
|
-$18.1K
|
-252
|
-1%
|
|
|
131
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.45M
|
+$295K
|
+4,110
|
+26%
|
|
|
132
|
GW & Wade
Wellesley,
Massachusetts
|
$1.42M
|
+$130K
|
+1,805
|
+10%
|
|
|
133
|
SVB Wealth
Boston,
Massachusetts
|
$1.38M
|
-$32.8K
|
-457
|
-2%
|
|
|
134
|
HB Wealth Management
Atlanta,
Georgia
|
$1.38M
|
–
|
–
|
–
|
|
|
135
|
Boston Trust Walden
Boston,
Massachusetts
|
$1.38M
|
+$60K
|
+835
|
+5%
|
|
|
136
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.37M
|
+$99.5K
|
+1,384
|
+8%
|
|
|
137
|
Wealthfront Advisers
Palo Alto,
California
|
$1.34M
|
-$160K
|
-2,231
|
-11%
|
|
|
138
|
Eley Financial Management
South Burlington,
Vermont
|
$1.34M
|
+$1.34M
|
+18,638
|
New
|
|
|
139
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.33M
|
+$1.33M
|
+18,571
|
New
|
|
|
140
|
Farther Finance Advisors
San Francisco,
California
|
$1.33M
|
+$1.33M
|
+18,497
|
New
|
|
|
141
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.32M
|
-$277K
|
-3,850
|
-17%
|
|
|
142
|
Affinia Financial Group
Burlington,
Massachusetts
|
$1.31M
|
+$246K
|
+3,429
|
+24%
|
|
|
143
|
Steward Partners Investment Advisory
New York
|
$1.3M
|
+$287K
|
+3,997
|
+28%
|
|
|
144
|
One Capital Management
Westlake Village,
California
|
$1.29M
|
-$927K
|
-12,904
|
-42%
|
|
|
145
|
AE Wealth Management
Topeka,
Kansas
|
$1.29M
|
-$99.8K
|
-1,389
|
-7%
|
|
|
146
|
Cetera Advisors
Denver,
Colorado
|
$1.28M
|
+$795K
|
+11,065
|
+162%
|
|
|
147
|
|
$1.24M
|
-$4.74K
|
-66
|
-0.4%
|
|
|
148
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.24M
|
–
|
–
|
–
|
|
|
149
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.24M
|
+$1.34M
|
+18,619
|
+115%
|
|
|
150
|
AJ Wealth Strategies
New York
|
$1.21M
|
-$348K
|
-4,841
|
-22%
|
|
