|
76
|
Verus Capital Partners
Scottsdale,
Arizona
|
$598K
|
+$115K
|
+1,916
|
+24%
|
|
|
77
|
Panoramic Investment Advisors
Denver,
Colorado
|
$597K
|
+$590K
|
+9,839
|
New
|
|
|
78
|
|
$581K
|
-$330K
|
-5,498
|
-36%
|
|
|
79
|
Essential Planning
Portsmouth,
New Hampshire
|
$580K
|
+$636K
|
+10,594
|
New
|
|
|
80
|
Claro Advisors
Boston,
Massachusetts
|
$553K
|
+$548K
|
+9,126
|
New
|
|
|
81
|
Ballentine Partners
Waltham,
Massachusetts
|
$524K
|
–
|
–
|
–
|
|
|
82
|
MML Investors Services
Springfield,
Massachusetts
|
$502K
|
+$214K
|
+3,573
|
+76%
|
|
|
83
|
Fidelity Investments
Boston,
Massachusetts
|
$490K
|
-$19.9K
|
-332
|
-4%
|
|
|
84
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$474K
|
–
|
–
|
–
|
|
|
85
|
Treynor Bancshares
Treynor,
Iowa
|
$473K
|
–
|
–
|
–
|
|
|
86
|
Gradient Capital Advisors
San Diego,
California
|
$466K
|
–
|
–
|
–
|
|
|
87
|
Moseley Investment Management
Bradenton,
Florida
|
$462K
|
+$197K
|
+3,290
|
+76%
|
|
|
88
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$457K
|
+$300
|
+5
|
+0.1%
|
|
|
89
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$452K
|
+$447K
|
+7,451
|
New
|
|
|
90
|
Regions Financial Corp
Birmingham,
Alabama
|
$438K
|
–
|
–
|
–
|
|
|
91
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$438K
|
-$9K
|
-150
|
-2%
|
|
|
92
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$424K
|
+$60
|
+1
|
+0%
|
|
|
93
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$398K
|
-$40.5K
|
-675
|
-9%
|
|
|
94
|
Beacon Pointe Advisors
Newport Beach,
California
|
$395K
|
+$391K
|
+6,519
|
New
|
|
|
95
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$391K
|
-$57.5K
|
-958
|
-13%
|
|
|
96
|
Rockefeller Capital Management
New York
|
$381K
|
+$1.2K
|
+20
|
+0.3%
|
|
|
97
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$375K
|
–
|
–
|
–
|
|
|
98
|
Mercer Global Advisors
Denver,
Colorado
|
$369K
|
-$106K
|
-1,770
|
-23%
|
|
|
99
|
Willis Investment Counsel
Gainesville,
Georgia
|
$367K
|
–
|
–
|
–
|
|
|
100
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$366K
|
+$60.1K
|
+1,001
|
+20%
|
|
