|
51
|
Key Financial Inc
West Chester,
Pennsylvania
|
$358K
|
–
|
–
|
–
|
|
|
52
|
Choate Investment Advisors
Boston,
Massachusetts
|
$347K
|
–
|
–
|
–
|
|
|
53
|
eCIO Inc
Madison,
Wisconsin
|
$341K
|
-$19.6K
|
-408
|
-6%
|
|
|
54
|
Aufman Associates
Sewickley,
Pennsylvania
|
$337K
|
–
|
–
|
–
|
|
|
55
|
American Financial & Tax Strategies
New York
|
$337K
|
+$5.42K
|
+113
|
+2%
|
|
|
56
|
Creative Planning
Overland Park,
Kansas
|
$336K
|
–
|
–
|
–
|
|
|
57
|
SteelPeak Wealth
Woodland Hills,
California
|
$319K
|
+$311K
|
+6,474
|
New
|
|
|
58
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$310K
|
-$27.9K
|
-582
|
-8%
|
|
|
59
|
Clarion Wealth Managment Partners
Fairfax,
Virginia
|
$298K
|
–
|
–
|
–
|
|
|
60
|
SCS Capital Management
Boston,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
|
61
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$255K
|
–
|
–
|
–
|
|
|
62
|
First Bancorp
Damariscotta,
Maine
|
$252K
|
–
|
–
|
–
|
|
|
63
|
|
$234K
|
–
|
–
|
–
|
|
|
64
|
Diversified Enterprises
Wilmington,
Delaware
|
$230K
|
+$7.44K
|
+155
|
+3%
|
|
|
65
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$225K
|
–
|
–
|
–
|
|
|
66
|
McIlrath & Eck
Arlington,
Washington
|
$219K
|
+$213K
|
+4,436
|
New
|
|
|
67
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$205K
|
+$199K
|
+4,156
|
New
|
|
|
68
|
Wealthfront Advisers
Palo Alto,
California
|
$200K
|
+$195K
|
+4,065
|
New
|
|
|
69
|
Tortoise Investment Management
White Plains,
New York
|
$157K
|
–
|
–
|
–
|
|
|
70
|
Osaic Holdings
Scottsdale,
Arizona
|
$151K
|
–
|
–
|
–
|
|
|
71
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$96.4K
|
–
|
–
|
–
|
|
|
72
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$87.8K
|
-$2.5K
|
-52
|
-3%
|
|
|
73
|
|
$84.1K
|
-$231K
|
-4,819
|
-74%
|
|
|
74
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$82K
|
–
|
–
|
–
|
|
|
75
|
Fidelity Investments
Boston,
Massachusetts
|
$60K
|
-$144
|
-3
|
-0.2%
|
|
