|
101
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$514K
|
-$3.81K
|
-270
|
-0.8%
|
|
|
102
|
MML Investors Services
Springfield,
Massachusetts
|
$488K
|
-$138K
|
-9,804
|
-23%
|
|
|
103
|
Altium Wealth Management
Purchase,
New York
|
$488K
|
-$27.2K
|
-1,929
|
-6%
|
|
|
104
|
Camelot Portfolios
Maumee,
Ohio
|
$480K
|
+$3.85K
|
+273
|
+0.9%
|
|
|
105
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$475K
|
+$11.7K
|
+828
|
+3%
|
|
|
106
|
Truist Financial
Charlotte,
North Carolina
|
$454K
|
-$78K
|
-5,532
|
-16%
|
|
|
107
|
SOL Capital Management
Rockville,
Maryland
|
$430K
|
–
|
–
|
–
|
|
|
108
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$428K
|
–
|
–
|
–
|
|
|
109
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$394K
|
+$140K
|
+9,927
|
+61%
|
|
|
110
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$390K
|
+$9.64K
|
+684
|
+3%
|
|
|
111
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$388K
|
+$363K
|
+25,722
|
New
|
|
|
112
|
Mutual Advisors
Omaha,
Nebraska
|
$384K
|
+$65.5K
|
+4,647
|
+22%
|
|
|
113
|
Fidelity Investments
Boston,
Massachusetts
|
$368K
|
-$58.5K
|
-4,149
|
-15%
|
|
|
114
|
InterOcean Capital Group
Nashville,
Tennessee
|
$365K
|
+$341K
|
+24,189
|
New
|
|
|
115
|
Parallel Advisors
San Francisco,
California
|
$361K
|
–
|
–
|
–
|
|
|
116
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$343K
|
+$423
|
+30
|
+0.1%
|
|
|
117
|
Donor Advised Charitable Giving
San Francisco,
California
|
$343K
|
+$1.69K
|
+120
|
+0.5%
|
|
|
118
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$343K
|
+$1.73K
|
+123
|
+0.5%
|
|
|
119
|
Wade Financial Advisory
Campbell,
California
|
$336K
|
-$19K
|
-1,350
|
-6%
|
|
|
120
|
Evanson Asset Management
Carmel,
California
|
$335K
|
–
|
–
|
–
|
|
|
121
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$324K
|
-$256K
|
-18,144
|
-46%
|
|
|
122
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$322K
|
–
|
–
|
–
|
|
|
123
|
Wells Fargo
San Francisco,
California
|
$320K
|
+$184K
|
+13,059
|
+162%
|
|
|
124
|
|
$308K
|
–
|
–
|
–
|
|
|
125
|
Mengis Capital Management
Portland,
Oregon
|
$305K
|
-$37.7K
|
-2,670
|
-12%
|
|
