|
151
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$1.32M
|
+$32.9K
|
+384
|
+3%
|
|
|
152
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$1.32M
|
+$648K
|
+7,559
|
+99%
|
|
|
153
|
Vicus Capital
State College,
Pennsylvania
|
$1.31M
|
+$20.8K
|
+242
|
+2%
|
|
|
154
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.29M
|
+$99.7K
|
+1,163
|
+8%
|
|
|
155
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.26M
|
+$872K
|
+10,165
|
+230%
|
|
|
156
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.26M
|
+$1.27M
|
+14,844
|
New
|
|
|
157
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$1.24M
|
–
|
–
|
–
|
|
|
158
|
Tempus Wealth Planning
Irvine,
California
|
$1.2M
|
+$4.2K
|
+49
|
+0.4%
|
|
|
159
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$1.14M
|
-$23.6K
|
-275
|
-2%
|
|
|
160
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$1.14M
|
+$10.1K
|
+118
|
+0.9%
|
|
|
161
|
Affinia Financial Group
Burlington,
Massachusetts
|
$1.11M
|
+$141K
|
+1,645
|
+14%
|
|
|
162
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.11M
|
+$1.63K
|
+19
|
+0.1%
|
|
|
163
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$1.09M
|
-$31.1K
|
-363
|
-3%
|
|
|
164
|
WhitTier Trust Company
Reno,
Nevada
|
$1.07M
|
–
|
–
|
–
|
|
|
165
|
One Wealth Advisors
San Francisco,
California
|
$1.07M
|
+$683K
|
+7,959
|
+183%
|
|
|
166
|
AtlasMark Financial
Austin,
Texas
|
$1.06M
|
–
|
–
|
–
|
|
|
167
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.03M
|
-$23.8K
|
-277
|
-2%
|
|
|
168
|
Equitable Holdings
New York
|
$1.03M
|
+$626K
|
+7,304
|
+160%
|
|
|
169
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$1.02M
|
-$2.23K
|
-26
|
-0.2%
|
|
|
170
|
Buffington Mohr McNeal
Boise,
Idaho
|
$1.02M
|
–
|
–
|
–
|
|
|
171
|
WealthSource Partners
San Luis Obispo,
California
|
$1.01M
|
+$532K
|
+6,204
|
+113%
|
|
|
172
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$989K
|
-$310K
|
-3,610
|
-24%
|
|
|
173
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$980K
|
-$90.4K
|
-1,054
|
-9%
|
|
|
174
|
Evercore Wealth Management
New York
|
$970K
|
–
|
–
|
–
|
|
|
175
|
Prudential Financial
Newark,
New Jersey
|
$955K
|
+$651K
|
+7,586
|
+220%
|
|
