|
76
|
Evanson Asset Management
Carmel,
California
|
$255K
|
–
|
–
|
–
|
|
|
77
|
REDW Wealth
Albuquerque,
New Mexico
|
$240K
|
–
|
–
|
–
|
|
|
78
|
SVB Wealth
Boston,
Massachusetts
|
$230K
|
+$4.57K
|
+116
|
+2%
|
|
|
79
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$227K
|
-$36.2K
|
-919
|
-14%
|
|
|
80
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$221K
|
-$4.29K
|
-109
|
-2%
|
|
|
81
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$208K
|
-$199K
|
-5,053
|
-49%
|
|
|
82
|
Klingman & Associates
New York
|
$208K
|
+$209K
|
+5,300
|
New
|
|
|
83
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$206K
|
-$6.69K
|
-170
|
-3%
|
|
|
84
|
Versant Capital Management
Phoenix,
Arizona
|
$205K
|
-$9.09K
|
-231
|
-4%
|
|
|
85
|
Osaic Holdings
Scottsdale,
Arizona
|
$176K
|
+$56.7K
|
+1,440
|
+47%
|
|
|
86
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$164K
|
–
|
–
|
–
|
|
|
87
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$155K
|
-$364K
|
-9,256
|
-70%
|
|
|
88
|
Spire Wealth Management
Mclean,
Virginia
|
$118K
|
+$65.7K
|
+1,668
|
+126%
|
|
|
89
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$116K
|
–
|
–
|
–
|
|
|
90
|
Fidelity Investments
Boston,
Massachusetts
|
$88K
|
+$20.5K
|
+520
|
+30%
|
|
|
91
|
Eaton Vance Management
Boston,
Massachusetts
|
$81K
|
–
|
–
|
–
|
|
|
92
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$67K
|
-$7.6K
|
-193
|
-10%
|
|
|
93
|
Arjuna Capital
Durham,
North Carolina
|
$63K
|
+$63.2K
|
+1,606
|
New
|
|
|
94
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$61K
|
+$50.3K
|
+1,278
|
+448%
|
|
|
95
|
First Personal Financial Services
Charlotte,
North Carolina
|
$42K
|
–
|
–
|
–
|
|
|
96
|
IFP Advisors
Tampa,
Florida
|
$40K
|
+$36.1K
|
+916
|
+964%
|
|
|
97
|
Rockefeller Capital Management
New York
|
$39K
|
+$118
|
+3
|
+0.3%
|
|
|
98
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$31K
|
+$31.4K
|
+799
|
New
|
|
|
99
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$30K
|
+$39
|
+1
|
+0.1%
|
|
|
100
|
Oxford Financial Group
Carmel,
Indiana
|
$29K
|
+$28.7K
|
+729
|
New
|
|
