|
101
|
Sage Advisory Services
Austin,
Texas
|
$349K
|
-$22.3K
|
-353
|
-6%
|
|
|
102
|
Fort Point Capital Partners
San Francisco,
California
|
$348K
|
+$343K
|
+5,430
|
New
|
|
|
103
|
Blue Edge Capital
Richmond,
Virginia
|
$341K
|
+$336K
|
+5,320
|
New
|
|
|
104
|
Community Bank
Dewitt,
New York
|
$340K
|
-$4.74K
|
-75
|
-1%
|
|
|
105
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$340K
|
–
|
–
|
–
|
|
|
106
|
PDS Planning
Dublin,
Ohio
|
$332K
|
–
|
–
|
–
|
|
|
107
|
Raymond James Trust
St. Petersburg,
Florida
|
$327K
|
–
|
–
|
–
|
|
|
108
|
US Bancorp
Minneapolis,
Minnesota
|
$322K
|
+$317K
|
+5,020
|
New
|
|
|
109
|
Bigelow Investment Advisors
Portland,
Maine
|
$316K
|
+$16.2K
|
+257
|
+6%
|
|
|
110
|
Cobblestone Capital Advisors
Rochester,
New York
|
$314K
|
+$309K
|
+4,890
|
New
|
|
|
111
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$312K
|
+$5.18K
|
+82
|
+2%
|
|
|
112
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$306K
|
+$56K
|
+885
|
+23%
|
|
|
113
|
AJ Wealth Strategies
New York
|
$291K
|
+$41.6K
|
+658
|
+17%
|
|
|
114
|
Colony Group
Boston,
Massachusetts
|
$287K
|
–
|
–
|
–
|
|
|
115
|
TPG Financial Advisors
Portland,
Oregon
|
$255K
|
+$252K
|
+3,981
|
New
|
|
|
116
|
Harborview Advisors
Portland,
Maine
|
$252K
|
+$1.07K
|
+17
|
+0.4%
|
|
|
117
|
Frontier Wealth Management
Kansas City,
Missouri
|
$250K
|
+$247K
|
+3,904
|
New
|
|
|
118
|
A&I Financial Services
Lone Tree,
Colorado
|
$240K
|
+$26.5K
|
+419
|
+13%
|
|
|
119
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$237K
|
+$8.47K
|
+134
|
+4%
|
|
|
120
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$227K
|
-$2.21K
|
-35
|
-1%
|
|
|
121
|
WesBanco Bank
Wheeling,
West Virginia
|
$226K
|
+$223K
|
+3,529
|
New
|
|
|
122
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$223K
|
-$92.9K
|
-1,470
|
-30%
|
|
|
123
|
Capital One Investing
Mclean,
Virginia
|
$217K
|
+$213K
|
+3,375
|
New
|
|
|
124
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$217K
|
+$214K
|
+3,387
|
New
|
|
|
125
|
Arjuna Capital
Durham,
North Carolina
|
$215K
|
-$14K
|
-222
|
-6%
|
|
