|
151
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.41M
|
–
|
–
|
–
|
|
|
152
|
Wealthfront Advisers
Palo Alto,
California
|
$1.4M
|
+$848
|
+10
|
+0.1%
|
|
|
153
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.39M
|
+$49.2K
|
+580
|
+4%
|
|
|
154
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.36M
|
-$173K
|
-2,035
|
-11%
|
|
|
155
|
Cetera Advisors
Denver,
Colorado
|
$1.34M
|
-$30.1K
|
-355
|
-2%
|
|
|
156
|
EP Wealth Advisors
Torrance,
California
|
$1.32M
|
+$581K
|
+6,847
|
+73%
|
|
|
157
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.32M
|
-$23.7K
|
-280
|
-2%
|
|
|
158
|
Investors Research Corp
Atlanta,
Georgia
|
$1.21M
|
-$50.4K
|
-594
|
-4%
|
|
|
159
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$1.2M
|
-$4.32K
|
-51
|
-0.3%
|
|
|
160
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$1.16M
|
–
|
–
|
–
|
|
|
161
|
Perigon Wealth Management
San Francisco,
California
|
$1.14M
|
+$31.6K
|
+373
|
+3%
|
|
|
162
|
AE Wealth Management
Topeka,
Kansas
|
$1.14M
|
-$91.7K
|
-1,081
|
-7%
|
|
|
163
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.14M
|
-$6.87K
|
-81
|
-0.6%
|
|
|
164
|
Prism Advisors
Studio City,
California
|
$1.13M
|
+$1.57M
|
+18,493
|
+186%
|
|
|
165
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$1.13M
|
-$18.9K
|
-223
|
-2%
|
|
|
166
|
Whittier Trust
South Pasadena,
California
|
$1.12M
|
-$172K
|
-2,025
|
-13%
|
|
|
167
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.12M
|
-$30.6K
|
-361
|
-3%
|
|
|
168
|
Tempus Wealth Planning
Irvine,
California
|
$1.1M
|
-$8.05K
|
-95
|
-0.7%
|
|
|
169
|
Credential Qtrade Securities
Vancouver,
|
$1.1M
|
-$108K
|
-1,274
|
-9%
|
|
|
170
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$1.09M
|
–
|
–
|
–
|
|
|
171
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.07M
|
+$29.8K
|
+351
|
+3%
|
|
|
172
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.07M
|
-$10.6K
|
-125
|
-0.9%
|
|
|
173
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.07M
|
-$49K
|
-578
|
-4%
|
|
|
174
|
MA Private Wealth
San Carlos,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
175
|
Vontobel Holding
Zurich,
Switzerland
|
$1.02M
|
-$15K
|
-177
|
-1%
|
|
